PH Tax & Wealth Solutions CPAs, Inc. - Richmond (CA)

Laura Lorena Martinez I had such great service here. Maria went above and beyond. I’m not a person that likes to write reviews but this Maria’s customer service was just excellent. She was nice and so thorough .It was past closing time and instead of rushing me out and shutting me down she still made sure I understood E V E R Y T H I N G and got the help I needed. A week or so after I called and she knew who I was and still was able to explain everything to me and with same great attitude. She didn’t seem annoyed she was very sweet and charismatic. That right there is great customer service… you need anything from this place look for Maria !!!

Gigi D I’ve been a member of FPCU since 1985 (yes, almost 40 years, when it was still Rockwell Federal Credit Union on Imperial Hwy, Downey) and their entire team have always been very courteous and helpful. I have never had a bad experience at FPCU, they provide top-notch service each time, whether it’s on the phone or in person, they are always courteous and friendly. Our closest FPCU location now is in Seal Beach, and Debra (the Manager) is always nice and friendly when I come in for my business, and Ernest is also courteous and helpful, and they have another Staff member whom I haven’t interfaced with yet. We’ve also bought a vehicle through their Autoland service in Downey (the first and only time we’ve bought from Autoland because we still have that car) in 2014. That experience was 100% stress-free, we selected our car and amenities, and the Autoland Rep contacted us when it was delivered to FPCU-Downey. We went inside to sign papers and we were trading in our old car, swapped keys, and we were out of FPCU within an hour. I would highly recommend Financial Partners Credit Union for all of your banking needs.

Brian Pearlman Dave is an amazing accountant. He’s been doing my families taxes for many years and helped us with a number of complex filings. Dave treats us like family and is available whenever we need him. I can’t recommend him enough. Thanks for being the best!