Walnut Creek, CA Business Financial Services

We have been working with Randi as our financial advisor for a few years now. She is the absolute best there is! She is knowledgeable, down to earth, honest and realisti ... more

Yvette has been my bookkeeper for 14 years and has been an enormous asset as Ive grown my preschool business. She is not only highly experienced and conscientious, she h ... more

Friendly knowledgeable staff , fast responds!!!

Ive been banking with Comerica 6years at the Walnut Creek branch And never had a problem until they changed These unprofessional and lazy staff. They do not like to hand, ... more

Jack is a talented web designer & developer. He went above and beyond to make suggestions, adjustments, and really dive in with us to make sure we ended up with a website ... more

Very strange experience to say the least... I reached out asking for an appraisal for a duplex co-owned by my parents and another party in which the units were in dispara ... more

We worked with Kevin who was amazing! He was professional, timely and thorough. Highly recommend.

Good!!!

Great Retirement Services. Very professional and resposive.

Good owner pays on time reliable

I have know Tiffany personally for over 3 years. Just recently my husband and I have decided to purchase a home. So of course I would go to Tiffany and her group. This ... more

Before I found them almost 40 years ago my taxes were a nightmare with other accountants. Over the past four decades they have done my taxes without error and without ca ... more

We were looking for unbiased and independent review of and advice on retirement planning and after some research and an initial phone call felt that Faruk/Index Gurus wou ... more

MossCPA has been an incredible accounting firm to work with. They are proactive and very communicative and able to take on tough projects. They provided an in depth level ... more

Sandra is a great mortgage lender, she is very responsive, patient, caring and knowledgeable throughout the process. she makes a complicated process much smoother for ev ... more

Julie is a wonderful guide and serves with great compassion. She has a beautiful way of offering her insight and asking you the perfect questions for self reflection. I ... more

Absolutely the best! I have been a client at least 20 years.

Yvette is such a professional, keeps me on track. As a general contractor she try’s so hard to make my life easier, to maintain an accurate balance sheet throughout al ... more

We have been working with Randi as our financial advisor for a few years now. She is the absolute best there is! She is knowledgeable, down to earth, honest and realisti ... more

If youre selling a business and you get assigned the agent Nabil Wakileh, ask immediately to be assigned to another agent. My business was on the market for 6 months unde ... more

We have been with Larry for years now. You come first and that makes the differential. Understands real life and family important to me.

Harmon is so wonderful to work with and excellent at what he does. I've been working with him for years and highly recommend his services!

Jill and the Social Pop Creative have been amazing for our business over the last three years. Jill built our marketing consulting website which we absolutely LOVE. She a ... more

They are professional, they handle my request on time. I never have to worry and that means a lot to me.

Best accounting firm ever

I have used Dan most years for personal taxes and some general financial advice. My father has also sought Dans opinion/perspective for his business and found him to be ... more

Excellent Building Enclosure Consultants with years of experience!!

A friend of mine referred Ruben to me. We have been working with him and saw results right away! Highly recommended!

My wife and I were first time home-buyers, and the lending process was confusing and a bit intimidating at first due to our lack of experience. Pete helped alleviate that ... more

I called Joel to review my business and give me some guidance. Since talking to Clear Action Business Advisors I have a much better handle on my cash flow and can effect ... more

As newer residents of Walnut Creek (Rossmoor) we wanted to locate a convenient tax accountant and found Gary Smith in the Safeway Plaza office complex.  We were very happ ... more

Jason was my savior- I had a fair amount of back taxes owed for my business and he was able to help me promptly and professionally. Jason and his team are very easy to wo ... more

We have you and your team to thank for helping us to grow the volume of donated vehicles from a few per month to, at one time, about 20 people per month. This in turn mad ... more

Jon has been my accountant and some of my family's as well for over 30 years.

Lindsey has been very helpful and is always on top of everything, not only with payroll but with other aspects of our business. She is amazing and we love working with he ... more

Jing & Company has been doing both our corporate and personal taxes for a number of years and we always have a great experience. The company always meets deadlines, bud ... more

If you want to succeed, CFO's2Go can help you by being your partner and placing a accounting professional in your business to take you to the next level.

I have a small business and rental properties, living trusts and other investments, and have been doing business with Mr. Elsberg et. al for many years. This is a fine fi ... more