Best Financial Advisors in Westminster, CA

“My mother wanted a make a trust for her belongings when she passes and Greg totally helped guide her through the whole thing, she had many many questions which Greg helped her with till she was fully satisfied and exhausted her doubt.”

“He is responsive and quick to respond to emails and calls, even in the middle of a busy tax season.”

“Applying for a PPP loan isn't an easy process and Sharon was extremely responsive, more than timely in a crunch situation, and handled the whole process from beginning to end.”

“We had him craft several Membership Agreements, Wills, Trusts, and Advanced Health Care Directives and he did so quickly, with clear instructions, and good communication.”

“The whole process was longer than we expected, but in the end, the time it took to complete was not long and it made sense once we finished, plus we had to gather personal information and have heart to heart conversations to complete the process.”

“The whole support team is knowledgeable and willing to help; especially Timothy, he goes above and beyond to ensure we have what we need to assist our users.”

“They answer the phone every time I call and when I need documents to process changes to my accounts I receive the emails with easy instructions within 2-5 mins.”

“They were very professional the process is very easy and simple to understand and you cannot go wrong and it feel like a weight has been lifted off my shoulder thank you Peachtree”

“Having worked at a few CPA firms in Orange County, CA over the last 20 years, from large to small, I can honestly say that Wright Ford Young is the best place for clients and employees.”

“My husband and I were worried about filing our taxes this year because it's the most we've ever made and it was the first year I was filing a Schedule C for my sole proprietorship.”

“Even though I live in the center of orange county, I still am willing to make the trip to Long Beach because of their excellent years of service they have given me.”

“My Tax Advisors has consistently demonstrated a deep understanding of the complexities of tax law and accounting practices, providing reliable and insightful advice that has been crucial for my financial decision-making.”

“However, after sitting down with him and feeling comfortable with him as a person as well as his expertise in his field, I decided to make a switch to his company and am happy that I did.”