Prominence Business & Wealth Management Inc - Glendora, California

Address: 357 W Rte 66, Glendora, CA 91740.
Phone: 68258249.
Website: prominencebusiness.com
Specialties: Tax preparation, Accountant, Bookkeeping service, Financial planner, Tax consultant.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 4.4/5.

📌 Location of Prominence Business & Wealth Management Inc

Prominence Business & Wealth Management Inc 357 W Rte 66, Glendora, CA 91740

⏰ Open Hours of Prominence Business & Wealth Management Inc

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Prominence Business & Wealth Management Inc

Prominence Business & Wealth Management Inc is a distinguished financial services firm located at Address: 357 W Rte 66, Glendora, CA 91740. With years of experience and a team of dedicated professionals, they offer a wide range of services including tax preparation, accounting, bookkeeping, financial planning, and tax consulting. Their commitment to excellence has earned them a stellar reputation in the industry.

Specialties and Services

  • Tax preparation
  • Accountant
  • Bookkeeping service
  • Financial planner
  • Tax consultant

Points of Interest

  • Identifies as women-owned
  • Online appointments
  • Onsite services
  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Restroom
  • Appointment required
  • Appointments recommended

Opinions and Reviews

With a strong presence on Google My Business, Prominence Business & Wealth Management Inc has received an impressive 17 reviews, averaging a high rating of 4.4/5. Clients consistently praise the firm for its exceptional service, knowledgeable staff, and personalized approach to meeting their financial needs. One satisfied customer noted, "Sugey is extremely knowledgeable and takes time to understand your goals and plans." Another client expressed gratitude for the personalized attention received, stating, "My appointment was more than just numbers. Sugey advised and encouraged me in business and personal growth. I am so grateful and thankful for her."

Contact Information and Recommendations

For those seeking top-notch financial services, Prominence Business & Wealth Management Inc is an excellent choice. Their office is conveniently located at 357 W Rte 66, Glendora, CA 91740, and can be reached by phone at 68258249. To schedule an appointment, visit their user-friendly website at prominencebusiness.com. Given their exceptional track record and glowing reviews, it is highly recommended to contact Prominence Business & Wealth Management Inc for all your financial planning and wealth management needs.

👍 Reviews of Prominence Business & Wealth Management Inc

Prominence Business & Wealth Management Inc - Glendora, California
Christopher C.
5/5

We've been coming to Prominence for a few years and we think very highly of Sugey and her team. She is extremely knowledgeable and take time to understand your goals and plans. Highly recommend Prominence.

Prominence Business & Wealth Management Inc - Glendora, California
Bianey R.
5/5

I was very satisfied with the service at Prominence. The office was very welcoming. Sugey is awesome all the way around. My appointment was more than just numbers. Sugey advised and encouraged me in business and personal growth. I am so grateful and thankful for her.

Prominence Business & Wealth Management Inc - Glendora, California
Elizabeth
5/5

Great service and well knowledgable with tax services. We highly recommend Prominence if you want to maximize your returns and learn about wealth management in the process.

Prominence Business & Wealth Management Inc - Glendora, California
Bertha G.
5/5

Like many others taxes and me are the worst. I've always known we pay way to much in taxes. I am glad to have been introduced to Prominence Business & Wealth Management Inc. The staff is awesome and they know their tax law! I recommend them highly and will tell everyone I know! Tax Happy in TEXAS!

Prominence Business & Wealth Management Inc - Glendora, California
Alexa L.
1/5

This is a hard post for me as I have had nothing but 5 star service from the moment I stepped into their office! In the beginning, I was terrified to do my taxes alone! My ex was continually claiming our children all while having no contact, and Promanance fought for me. I would tell friends and family how this women
run company, empowered me and gave me the confidence and financial advice to become the head of my household.
I recently tried to make an appointment only to learn that the prices have doubled. While they are worth every penny there is just no way a single mom of many can afford this price hike! Feeling deflated.

Prominence Business & Wealth Management Inc - Glendora, California
Lucila P.
2/5

My husband Rafael and I met with Sugey in June and we let her know that I was leaving the teaching profession to join him full time in his small business. I was very nervous and anxious at the time, and she gave me great resources to read and assured us that she would be able to assist and guide us in this journey. I was so happy and hopeful to have found a business and a person who would really help us grow. My husband and I would have appreciated a pricing plan at that point so that we could have made a decision for our business' financial needs.

I met with her for a second consultation last week and I was ready for her to guide me even further with our tax preparation/ bookkeeping. I expressed how overwhelmed and lost I am in all of this; and she indeed gave me steps to move forward to prepare to file our taxes, but at no point in time did she offer any type of packages or pricing. She did not let me know about the additional deadlines and forms that I needed to fill out. Even when I called last week for guidance in obtaining the 1099's, I was not offered any type of service. I was only referred to Staples office store and a non-existent CD that did not come in the tax forms. When I called for assistance today, the receptionist informed me that Sugey would not be available because she would be out of town. (During tax season!?!?!) I asked for someone else to assist me, and was informed that only Sugey would be able to. After a call back, I was informed that Prominence office would be able to assist me for an additional $170.00 after the $350.00 that I had already paid last week, plus the $150 we had paid in June to have a conversation. When I inquired about becoming a customer, the receptionist informed me that it would NINE HUNDRED FORTY NINE DOLLARS $949 A MONTH to become an "Elite Customer" and there were no a la carte services being offered. We're a small business, barely completing our first year of operation.

I understand that the Prominence Wealth Management is a business, and need to charge for services, but I am also truly disheartened by all of this. This is not the partnership I would have hoped for in their business. Perhaps our business is not large enough for them to care about. I can only speculate at this point. Do yourself a favor and find a book keeping/accountant who truly cares about helping out small businesses because Sugey has grown too big to care about the little guy.

Prominence Business & Wealth Management Inc - Glendora, California
Charie H.
5/5

Sugey is awesome, she is so knowledgeable and really listens and cares about what’s in your best interest for your business and well being. Her office is pretty too! I finally feel like I’ve found someone to build a relationship with to take my business to the next level. Thank you!!

Prominence Business & Wealth Management Inc - Glendora, California
Emily L.
1/5

They made major mistakes with our returns. When we tried to ask questions, they refused to return our emails or calls. We had to pay thousands of dollars to fix their mistakes. They don’t know how to do taxes! Save your money and go elsewhere.

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