Mike B Mc Coy - Private Wealth Advisor, Ameriprise Financial Services, LLC - Riverside (CA)

Sheree Juarez We loved using H&R block for our taxes. Our tax professional-David was very knowledgeable and made the whole process seamless. We are going back there again next year! Highly recommend this office! Front office staff was also very helpful!

Terry Hanks Ron Jacobs not only cares about your financial well being, but about your personally well being as well. Never a long waiting time, calls to check on your health etc Birthday cards, and lunch birthday parties for everyone in that month. Also get togethers to talk with others and to hear from Ron himself. Debbie in the front is very helpful, cheerful and a great listener. I would not move my money from them in my lifetime. Ron explains so you understand and and gives you options on investing. He is well versed in the market and takes his time so you are also.

Robert M Working with Zareh and the team at Oliria Financial has been such a great experience. I was honestly a little overwhelmed trying to figure out the next steps with my finances but Zareh made everything super easy to understand. He’s sharp, and really takes the time to break things down in a way that makes sense. You can tell he genuinely cares, which is rare. I left our first meeting feeling more confident and clear than I had in a long time. If you’re looking for someone solid to guide you I recommend reaching out to him.