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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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A24Reviews
Business Description:
Pacific Coast Trust is a full service Estate Planning/Living Trust Firm founded on the core principles of Integrity, Accountability and Dedication. In-Home or Office Appointments Available Evenings or Weekends for your convenience. Complete Estate Planning Service with Privacy and Convenience. Personal, Individual and Customized Consultation. Assisting Individuals and Families in Properly Structuring their Estates. Future Accessibility to Estate Planning Attorneys. Funding and Recording ...
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A20Reviews
Business Description:
New Era is a debt settlement/ debt relief company that helps people dramatically reduce their debt obligation and become debt-free. Since 1999 we have settled over $200,000,000 in debt for our clients saving them years of monthly payments and thousands of dollars of principal and interest.
Recent Review:
AI researched many debt consolidation businesses. New Era was by far the most highly recommended and I can see why. I contacted them in late 2017. They put me on a four year program to get out of debt. With their help and negations with my creditors we were able to get everything paid off in a year and a half. Two and a half years early. I would have never been able to do this on my own and without their help. They have excellent communication with their clients and set up a portal so you can view everything they are doing and how far along you are in the process. I could not be happier to be 100% out of debt in the amount of time it took. Great job new Era!!!
Reviewed by Gino B.
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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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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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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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A1Review
Business Description:
Credit Monkey is now offering services to all 50 states. We have a automatic software that disputes and challenges all of your negative and inaccurate items as well as inquires on your credit report. We make sure that all corrections are made with all 3 bureaus (Experian, TransUnion and Equifax) to Increase Your Credit Score. Credit monkey has a $0 enrollment fee. Yes, FREE to start, We Don’t charge anything until your first letters are mailed. Rates start from $99 monthly (monthly payments d...
Recent Review:
AMy score was increased tremendously within 40 days of hiring credit monkey. Thank you guys so much!!
Reviewed by Sel Y.
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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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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:
Golden Financial Services can help you with paying off your unsecured or credit card debts. Debt Settlement and Consumer Credit Counseling are the Programs that we have to offer here at our San Diego Debt Relief Office. http://www.goldenfs.org/san-diego-debt-relief/ Golden Financial Services has specialized in this type of debt relief since 2004 and has an A+ Rating with the California Better Business Bureau.
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Recent Finance Advising Reviews in Ramona
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AScoreologyI didn't end up needing his services, but I will definitely use them in he future. They were very professional and steered me in the right direction. They were very helpful and curteous.- Annette S.
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APacific Coast TrustIt was incredible. Fred is the BEST!!! I have Lyme disease and have been sick for a little over 3 yrs. This should have been written 2 years ago however I was so sick I couldn't figure out how to sign on. He came to my house to do everything I needed! It was such a relief to get this done. I have referred many over the past 2 years but not sure if anyone followed thru.- Pamela H.
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AGolden Financial ServicesI had more than $50,000.00 in credit card debt and they helped me save more than $30,000.00 and on top of that restored my credit! Thank you Golden Financial- Rob D.
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APacific Coast TrustThis firm runs efficiently on a novel split “inside” or “outside” structure, a process they created to give clients a flexible and cost-effective choice in how they set up one’s trust. Frank Kallmeyer’s customer service was outstanding; he was very helpful to me as I wasn’t really clear when I met with him, what portions of my estate would go to whom including a niece who receives public benefits for her disabilities. As a result of our discussions, we came up with a logical plan to hire an attorney to set up a special needs trust in my niece’s state to protect my niece’s public benefits and ensure her beneficiary assets are entrusted in competent hands. This simplified matters for me and helped me structure my main trust in a more organized manner than what I had envisioned . The other thing I gained by using Pacific Coast Trust was Frank’s A+ resource of fiduciaries. With one sibling and 5 nieces and nephews out of state, I wanted to find a local professional to act as successor trustee and didn’t know where to start. Frank’s recommendations were all stellar professionals in their field; I met six and narrowed my choice down to two and a third backup all of whom were very qualified and experienced professionals. This resource alone was worth its weight in gold and turned out to be a real time saver for me as I was facing multiple deadlines and out-of-state commitments. Frank graciously spent as much time as necessary to address all of my concerns including the special needs situation. Knowing I had a deadlines, he prioritized my situation and managed to get the trust, POAs for healthcare and financial and other documents done in less than two weeks for which I am extremely grateful. Cost-wise considering the time Frank spent on my various out-of-the ordinary issues, I feel I got more than my money’s worth and would highly recommend Pacific Coast Trust to anyone in need of top notch professional guidance on estate planning matters.- Irene H.
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ATHE RETIREMENT GROUPI met Erik Larsen to discuss my retirement. I wanted to retire from PG&E, 3 to 4 years from now. He gave me recommendations and plan on how to better distribute 401 K and other finances to support retirement. Responded very promptly and courteously to all my requests based on the information I provided. He developed a comprehensive financial plan and recommendations for me to redirect my 401 K funds at work. The best part was that he did all of this for free, despite the fact that I couldn't give him any business at this time. However, his strategy was to establish a relationship so when I do retire I can consider him to manage my retirement funds. And I will because at no point did he apply any pressure. I was please with his service and have recommended him to all of my colleagues.- Lance P.
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APacific Coast TrustTurned out fine! He worked with our schedule and came out when we were ready to have him come out. He did what we needed, it was all fine and professionally done. Between the time he came up to the house and he came back a week later with all the doc, it took about a week.- Sharon W.
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APacific Crest-Global Wealth ManagementI have been working with Robert Chapman for about 20 years now, and trust him completely. At every step in my life and finances, he has always been completely respectful of my best interests, my attitudes toward risk & security, and has educated and guided me appropriately through the changes. Robert has a remarkable passion and active engagement in his work. I am blessed and very, very grateful that our paths crossed when they did. He has helped me immensely. I don't know how I would be managing otherwise. I have friends who are mistrusting or feel they can manage on their own, but there are so many avenues of investment that I would never have considered or even been aware of without having solid professional guidance.- Pamela H.
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APacific Crest-Global Wealth ManagementRobert Chapman, the owner of Pacific Crest Global Wealth has been our financial planner and advisor since late 2009 and prior to that was my father-in-law's advisor for many years. He is absolutely wonderful to work with on every level; he is knowledgeable and thorough and can offer options for investments not available to non-clients. He has has come up with several investment opportunities which we would never have considered were it not for his help and information and they have performed even better than expected. Mr. Chapman is a great asset and we feel he has gone out of his way to help us establish financial security even in difficult market times. He keeps an eye on our portfolio and offers insight as to both buying and selling opportunities. He is incredibly patient and easy to talk with; he does not "push" a particular fund or investment opportunity and is always, without exception, willing to listen to our questions and support our decisions. He gives us as much information as we need to make an informed decision. His patience is remarkable as is his intelligence and knowledge of financial markets and investing. He is also very aware of tax consequences and as a fiduciary advisor has helped us with income tax planning as well; he referred us to an excellent tax accountant, Brian Cox, who is equally as conscientious and knowledgeable as Mr. Chapman in their respective fields. It should be noted that Mr. Chapman's referral to Mr. Cox has enabled us to have a top-notch tax accountant who works hand in hand with our financial planner--an ideal "dream" team to handle our finances. We live about 350 miles from Mr. Chapman's office and that has never been a problem. Through email and phone calls we are able to conduct business almost without delay and have never had an issue with the distance. In short, Mr. Chapman and his company have proven to be well worth the cost of his services; we have never yet regretted a single decision made under his guidance and have 100% trust and confidence in him. Under his guidance our portfolio has grown substantially. I cannot recommend him and his services highly enough and encourage anyone considering a financial planner to meet with him and see for yourself. You will not be disappointed.- R B.
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AKTE Books and TaxesIt has gone great. I highly advise her services she is reliable and very nice. I always get my return within 2-3 weeks of filing. Although I don't use KTE for bookkeeping, If i have a question about anything pertaining to my 1099's or anything to do with my own personal business she is always ready and available to answer questions. I have been using her Tax services for 10 years.- Chandra W.
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APacific Coast TrustThe process was easy and simple. Ordered the consult with $250 credit on Angie's. They came to our house for both the initial introduction as well as final delivery of product. Generally, quick to answer any email questions or return calls. Quick and simple process. Price seemed in line with other service providers. Really liked being able to do in the privacy of our own home.- Kirsten P.