Freedom Financial - Ontario (CA)

Xavier Dubois Jeff Shaw is an extraordinary Agent. Hes taken care of all my insurance needs and been incredibly patient with me while we figured out the insurance for my home and business. He has gone out of his way to be sure Im taken care of properly and given me peace of mind.

Madeline Coyle Jeff was extremely helpful and made the whole process of going over my taxes feel not as nerve racking. He was very personable and I will definitely be going to him for his services again.

Marco Garcia Francisco and his son are awesome! Always my go to for tax season. They are helpful and very knowledgeable on what you need to get your taxes done. He also offers other great services. Get your taxes done locally and with a better experience than any of those companies waiting to take half your refund. Thank you Francisco!

Joseph Dupre Devin helped me start my first mutual fund account and explained the importance of investing in a way that made sense to me. Recently he suggested another fund to help boost my portfolio and an excited to diversify my assets and watch it grow! Check him out of you are needing an advisor .