Best Financial Advisors in Menifee, CA

“I am a Registered Investment Adviser and founder of Karl Schorr Wealth Management. My experience has been broad, ranging from portfolio management to tax and estate planning. I work closely with a trusted team of attorneys, CPAs, and enrolled agents,...”

“… Marathon group has a great business model for us, especially making everything easy to understand and making us feel like part of the family is a plus!”

“We used to live in Hemet, CA but have since moved in 2006 to Silver Spring, MD but still use Jeff Tabor and his remarkable staff to prepare our Federal and State taxes.”

“Will be coming back for years to come!”

“I was concerned about selling to a "home buyer," but every promise was fulfilled from a 30-day escrow, an "as is sale" with no clean-up or haul-away, and finally, an agreed upon price.”

“I have retained the services of six previous accounting firms during my years, and can absolutely attest to the superior service and performance Elite brings to the table.”

“I go on the Turbo Tax website every year to get an estimate on my return, and it's always $2,000+ less than the return I receive when Team Tax does my taxes.”

“I have been a client of Dave's since 2011 He has always taken care of me and is extremely knowledgeable about the ever changing state and federal tax codes.”

“We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information ...”

“Hands down a high quality team and the most responsive CPA in Murrieta.”

“Trusted Nalin and his team for years, great cpa and his team is very responsive.”

“The future holds great promises with growing the company with capturing more market share and bringing in new technologies.”

“In that time Ross and Mary have provided personal, financial and professional advice that has been honest, detailed, considered, prudent and much appreciated.”

“We had a bit of a mix up last year, and Scott handled it well and fixed it for us.”

“I have referred him to many friends with business and all have thanked me.”

“My buddy Brad is out there making moves and hurting feelings rite now we'll see how the case ends but so far I definitely wouldn't want to be on this firms bad side …..”

“I get great advice from them and they are always friendly and eager to help.”

“As a small growing company I did needed help with money at times, I'm growing no don't want to lose any jobs do to financials and Edgar help me through the process step by step all the way to the deposit.”

“I hired Stonehouse Consulting in February 2020 to assist us in establishing a good foundation for my startup and to help organize our business model.”