Find Top Financial Advisors in Covina, CA
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A27Reviews
Business Description:
UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If yo...
Recent Review:
ARandy was extremely helpful with our situation! He was very thorough with his explanation and advice. He provided scenarios that we hadn’t thought of that we will be using. Highly recommend. Professional and courteous.
Reviewed by Stacie G.
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A1Review
Business Description:
Special Offer: From $29.00. Fee Due After Work Is Complete Free no obligation credit consultation Free Credit Report Available Free To Start All fees are due after 30 DAY CREDIT REPAIR completes it's work If desired results are not achieved all additional work will be free of charge 50 Employees Affiliate Programs: Earn 40% Commission Partnership Programs: Earn Up To 7 Figure Income Yearly. Licensed & Bonded Se Habla Espanol
Recent Review:
AIt was great! Angel fixed my credit in just over a month and price $350 lowest around for sure. I recommend
Reviewed by Rosa G.
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A92Reviews
Business Description:
Headquartered in Charlotte, North Carolina, Cardinal Financial Company, Limited Partnership is a national direct mortgage lender that provides modernized home financing solutions. We are approved to sell direct to Fannie Mae, Freddie Mac, and Ginnie Mae, and are authorized to sell FHA, VA, and USDA loans. Our commitment to transparency, simplicity, and value makes the complicated process of obtaining a home loan simpler.
Recent Review:
Aebonic Financial provided the best rate and closed within the 45-day rate lock period while a lot of people were refinancing. Tamara was extremely responsive and helpful throughout the entire process. She is very knowledgeable and always willing to help even when it was not her primary responsibility. Her colleagues also helped quickly when she is out of the office. Abby worked closely with underwriting to complete that process.
Reviewed by Stan C.
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A26Reviews
Business Description:
I am LOCAL and a SUPER SERVICE AWARD WINNER for 2016 and 2015 (and probably 2017 too!) with ALL 'A' REVIEWS. I have 20-YEARS EXPERIENCE and we are a DIRECT LENDER and the 2nd largest mortgage bank in the U.S specializing in mortgages both Residential Purchase & Refinance; ABOUT ME --I am 48-years old and have been in the mortgage industry for 20-years. I work almost 100% by referral from satisfied customers and professionals! --I graduated in 1998 from U.C. Berkeley with a 3.86 GPA and was aw...
Recent Review:
AI just closed escrow on my first home and Doug was with me every step of the way. He had been recommended by a friend whose opinion I hold in high regard. From the very first phone call, I could tell I was in good hands, and he was awesome throughout the entire loan process. I can't imagine working with anyone more on top of it than he was. He is incredibly knowledgeable, always responded immediately, and has a solid team working with him. You won't find a better mortgage broker than Doug.
Reviewed by Nicholas N.
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A199Reviews
Business Description:
8x Super Service Award Recipient. Call or text me directly on (888) 261-3584 or email bruno@healthbrokersonline.com. Independent insurance broker representing every major health insurance carrier in United States. I help you understand all your options and compare between the carriers in your state to find the one with the best rates in your area, as well as the policy that is best suited for you based on your specific situation. I am here to answer any question you may have. I am experienced...
Recent Review:
DI called and spoke with someone before the Thanksgiving holiday, and was assured I would hear back from them. I heard not a peep until they finally called back on Jan. 14! Ridiculous. Don't bother with this outfit. Not serious.
Reviewed by Mark M.
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A1Review
Business Description:
Established in 1976, Accutab Business Services offers financial consulting and bookkeeping at affordable fees for the small to medium sized business. Our highly skilled professional staff is dedicated to providing our clients with the superior service they deserve and expect.
Recent Review:
AAccutab gave me all the details and information needed to set up my accounts. Jo Hiley has many years and a wealth of information regarding 401Ks, IRAs and accounting. I really appreciated how she took the time to explain everything so that I could understand how these accounts work and what would work best for me. Her personal attention as well as other members of Accutab really seem to go that extra mile for their customers. I will spread the word. Thank you, Ms. LeBeau
Reviewed by Patricia L.
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A68Reviews
Business Description:
2013, 2015 and 2016 Angie's List Super Service Award Winner! I am the Owner of Value Mortgage Inc. and have been originating loans for my clients for the last 20 plus years. Every loan is tailored to the customers needs and wants, both short term and long term. By utilizing many wholesale lenders and the most recent programs I provide a game plan that will be best suited for you.
Recent Review:
AWe've used Todd twice now and will continue to use him in the future. He is prompt and trustworthy and got us great deals during both mortgages he helped us with. He's also full of great advice for both investors and first-time homebuyers. Everything was stress-free and the whole process was super easy despite our complicated loan structures. I highly recommend him and send all my friends to him.
Reviewed by Victoria M.
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A335Reviews
Business Description:
www.scoreologyusa.com is a national credit repair company providing our clients with one on one unmatched customer service. We have a track record of proven, outstanding results. We offer a wide variety of credit repair, building and budgeting services. Give us a call to set up your Free Consultation. Scoreology was formerly known as Credit Dr.
Recent Review:
AUnbelievably well. Daniel was real good with advices and which direction to take. Real honest and straight forward. I would recommend to anyone struggling to get back on track as far as credit scores go. Don't hesitate.
Reviewed by Adriano S.
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A38Reviews
Business Description:
Flexible appointment hours
Recent Review:
APersonal taxes. Robert returns calls, answers questions, is professional and knowledgeable. He explains things well and I recommend him.
Reviewed by Kivie W.
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A64Reviews
Business Description:
With over 30 years of combined experience, we pride ourselves on offering top-level, white-glove service to our clients. Visit us today for a FREE review of your previous year tax return! We use the latest technology, including a secure cloud file exchange and electronic document signatures. You can view our office and meet Greg and Angela at this link: http://www.taxproff.com/greg-freyman-video/
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Recent Finance Advising Reviews in Covina
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AAccutab Business ServicesAccutab gave me all the details and information needed to set up my accounts. Jo Hiley has many years and a wealth of information regarding 401Ks, IRAs and accounting. I really appreciated how she took the time to explain everything so that I could understand how these accounts work and what would work best for me. Her personal attention as well as other members of Accutab really seem to go that extra mile for their customers. I will spread the word. Thank you, Ms. LeBeau- Patricia L.
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AABRAMS/MENDELSOHN INSURANCE INCAl is immensely knowledgeable and reliable. He seeks to serve his clients by providing them with their best options in light of changing times. Highly recommended!- Judy R.
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A30 DAY CREDIT REPAIRIt was great! Angel fixed my credit in just over a month and price $350 lowest around for sure. I recommend- Rosa G.
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ACredit Monkey - $99 Momthly - All 50 StatesMy score was increased tremendously within 40 days of hiring credit monkey. Thank you guys so much!!- Sel Y.
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AAsset Preservation Tax & Retirement ServicesThey held the promise to help with my taxes . Enjoyed working with them and their group. I have recommend these advisers to my friends.- biran t.
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ACornerstone Wealth ManagementCurtis Green is very personable, conscientious, protective and proactive with my financial portfolio. I do not worry about my investments as he keeps me on top of my choices.- Susie G.
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AVacation Ownership ConsultantsThey were very helpful and willing to help me leave my Timeshare! It really works and I was very pleased with the service. Norm- Norm S.
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AVacation Ownership ConsultantsThe process takes time to complete but we no longer have the burden of timeshare payments. They regularly apprised us of the progress in termination our timeshare ownership. During the entire process we were never contacted by the timeshare company that was being terminated, Additional comment: Don't be fooled by the many companies out there who say the will terminate your timeshare ownership. They are scams and will simply out there to take your money.- Ralph C.
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AArcstone FinancialWe worked with Leo Dipierre, he is excellent. Yes, I would use his service again. We have used him before.- Judy Y.
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ANew Era Debt SolutionsSUPERB CUSTOMER SERVICE. GREAT EXPLANATION OF SERVICE. KIND AND UNDERSTANDING STAFF. NEW ERA IS A LIFE CHANGER. SMALL FEES FOR THE SERVICE PROVIDED. I'M SO GLAD I CALLED NEW ERA FOR HELP. THEY SHOWED ME THAT THERE IS HOPE AND BANKRUPTCY IS NOT THE ONLY ANSWER FOR HARDSHIP. I'M SO GRATEFUL. THANK YOU, NEW ERA!- Greg H.
