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Metya Tax
- Financial Planner, Bookkeeper, Accountant
- 616 S El Camino Real San Clemente, CA 92672-4252
- Open ⋅ Closes at 5:00PM
Referral from
Apr 06, 2016
Bridget C.:
Anyone is SC a tax accountant? I need some advice! TIA!
Aurora L.:
Matt Yagiz (949) 498-1993 - he's been my CPA for years and his office is off of El Camino Real
Referral from September 17, 2016
Carrie C. asked:
Hi, can anyone recommend a financial planner to help a couple of late beginners? Personal experience with them preferred. Thank you in advance and have a GREAT...
Linda H. replied:
Leon James, at Optivest in Dana Point. I could write a book about how amazing and knowledgeable he is. Just one example: I wasn't sure what to do with my boys' collage fund. He ran through so many different options to help me understand what would be best for our family in the long run. (949) 363-8686 office (949) 584-3000 direct
Quentin B. replied:
Dave Ramsey http://www.daveramsey.com/home/ we've been using his baby steps method and it works wonders!
Referral from November 15, 2016
Ursula L. asked:
I'm looking for a good certified financial planner in the local area, ideally with somewhat affordable rates. Thanks in advance!
Mike P. replied:
I have a guy who I worked with as a financial planner before I retired. We use him as our adviser. I know how honest and hard working he is from the inside but he's located in the Irvine spectrum area. I can message you his info if you're interested. Chris Quinley at Laing and Quinley. http://www.liangquinleywm.com He has a degree in finance and is a CFP. He also teaches CFP classes at UCI.
Kelsey R. replied:
My husband is a financial planner. His firm is Raymond Wesley Wealth Management in Irvine. It's a family business. He would love to help you. His number is 949-553-8040.
Referral from May 12, 2017
Sheri S. asked:
Can anyone recommend a local Financial Planner? I appreciate it!
Tiffany G. replied:
My brother Jared Mott he's at Merrill Lynch in Newport Beach Fashion Island, message me if interested!!
Randlyn C. replied:
Mike Koselscheron https://g.co/kgs/3HKsPJ He's fabulous and such an honest nice guy
Judy S. replied:
David Simpson in San Marcos.
Referral from March 8, 2017
Sally R. asked:
Anyone needing an amazing financial planner who is very wise and trustworthy. Securities America, Arlon Enmeier, 241 Avenida Del Mar, San Clemente, 949.276.6333.
Jill G. replied:
Seriously I will pass this on. I have the banking background & Tax Accountants... Need new blood
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