Wilshire Advisors - Santa Monica (CA)

Miguel Felipe It’s a good place to get ur insurance very respectful people as well and explain every step

Randy Marsh I had my taxes done by Gary Moran for 15 years until he retired. Gary did an outstanding job. When he left he sold his business and customer list to California accounting. I gave them my taxes in January and in April got a call from a temp that they hired that said that she was working from home in Elk Grove. My taxes were barely completed on time and not done anywhere near as well as before. I ended having a significant payout and discontinued my relationship the following tax year

Kathleen Grubba Keri was great! She got the money I needed fast!

Nattanicha Zamborelli I had an exceptional experience with Lydia at US Bank. She went above and beyond to assist me with notarizing my trust papers, and her professionalism, kindness, and attention to detail truly made my day. Lydia was patient, thorough, and made the entire process smooth and stress-free. I am very grateful for her help and highly recommend her services. Thank you, Lydia, for your outstanding support!