Top 15 Financial Advisors in Salinas, CA

David Foxx Carlos and Monica at Yolanda’s Tax & Financial Services are fantastic—knowledgeable, friendly, and always go the extra mile to help. They made my tax filing smooth and worry-free. I highly recommend their office to anyone looking for trusted financial support

David Bergeron The only place that didnt jack my credit up with inquirys. Life customer here and the ladys are very friendly and helpful at the office.

Hope Ornelas Friendly warm service. Yulisa assisted me and my husband immediately with excellent service. Isela took care of our needs within minutes fantastic customer service. And we there no more then 10 minutes. Thank you both for your excellent customer service.

GSFORC3 Honest, hassle free service! Octavio the preparer was knowledgeable and very honest. If you bring all your documents you’ll be promptly taken care of. Keep up the great customer service and I look forward to next year!

larry rock I went to the Seaside branch of Central Coast Credit Union this morning To find the bank went out of business The signs were gone ,ATM machines gone like there never was a bank there I was just there two weeks ago and no signs that they were leaving Another credit union Wescom sent me mail Regarding the purchase of Central Coast But said nothing about closing the branch And even included the Seaside branch on their paperwork and mentioned how smooth the transition would be starting June 1 A month away. Hope they didnt make off with my money!

Dondi Ceaser Customer service was top notch and made everything easy and fast, that’s really appreciated.

Ralph C Translated docs in Spanish to my mom. Very patient and thorough.

Regina Crawford I have so many wonderful thoughts about my experience with Virtual Tax and Financial Services. My first consultation was scheduled online and I received a prompt telephone call from Ms. West. Ms. West is knowledgeable and professional. She listened to my needs to understand what I wanted to accomplish and exceeded my expectations. I highly recommend Virtual Tax and Financial. I am overwhelmingly satisfied with the expertise, professionalism and promptness of service that I received. If youre just starting out or looking to change your tax professional, I recommend that you book a consultation with Virtuous Tax and Financial.

Leo Jenkins One of the things I have learned in life is that it is important to get advice and equally important to know when you should get advice. I wish I had known that when I was younger and I was making fairly good money. In retrospect I would gladly spend a thousand or two for financial advice that would have returned many thousands over the years that lay ahead of me. David Jenkins, my son, has shown me the wisdom I so lacked when I it should have been a crucial part of my younger days and life. I highly recommend spending a few minutes with him to avoid the cost of neglecting what may be the most important factor in your and your family’s future. He has been raised with the values of Honesty, Integrity and doing the right thing even if it cost him some benefits and has gained much knowledge and experience over the past 20 some years. He also has the wisdom to use that knowledge and experience prudently.

ML Jones Very customer oriented, friendly, listened to my needs and executed a plan that fit my needs. Thank you David Jenkins.

justin williams Excellent advice she followed up with me and fixed the issue. Karen Hagman was very helpful and Im looking forward to doing business with her and the team.

Cristina Rivera Explained everything and was very patient with me. Gave me coverage for my needs and not just a generic solution.