Stifel - Santa Barbara (CA)

Victor Zodda Cant recall ever having a bad experience with them... theyre great. They even caught fraud on a Google account of mine and saved me a lot of money when for some reason Google itself couldnt identify or care less about it. Id recommend them to anyone.

Krys Romero Great customer service very polite. Michelle awesome employee

Russell Anders Kevin is a terrific person to have on your side when it comes to taxes. He is knowledgeable, experienced, professional and eager to get into the weeds to solve problems. I would recommend him highly to anyone in need of tax services. Cant say enough about this man.

Robert Proctor This business cold calls companies office phones implying they are affiliated with your company and "specialize" in your companies retirement plans. Dont do business with people that cold call you at work. They are going down the phone list, have called everyone on my team.