May 2023
This is the single best financial services facility in the San Dimas area. They also prepare tax forms and there is a CFP on site. They can take care of your business or personal financial needs.
Reviews
Sep 2022
I am incredibly impressed with the patience, knowledge, and professionalism provided by Mr. Osborne.After my former CPA of 10+ years walked away from doing my taxes due to having no knowledge/experience with a foreign partnership, I was forced to scramble and find someone who does. After making 15+ calls to various CPA firms, none of which could help me, I ran across Mr. Osborne who impressed me on every level possible. He carries himself extremely well, is thorough with his explanations, asked all the right questions, and had a 30+ minute call in order to better understand my full tax situation.Needless to say, I have decided that Mr. Osborne will be my new CPA moving… read full review
Feb 2021
Great team! We've never used a real tax professional for our taxes before now. We were greatly surprised with the level of care and customer service provided by Steward Financial! Definitely recommend meeting them to determine if there's a good fit!
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Hours
Monday 8AM - 5PM
Tuesday 8AM - 5PM
Wednesday 8AM - 5PM
Thursday 8AM - 5PM
Friday 8AM - 5PM
Saturday Closed
Sunday Closed
Location
2220 East Rte 66 Ste 215, San Dimas, CA 91740
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