Steward Financial Services - San Dimas, California

Address: 150 N Walnut Ave suite a, San Dimas, CA 91773.
Phone: 9095922061.
Website: yoursteward.com
Specialties: Tax preparation, Accountant, Business management consultant, Business to business service.
Other points of interest: Wheelchair accessible parking lot, Appointment required, Appointments recommended.
Opinions: This company has 23 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Steward Financial Services

☎️9095922061

⏰ Open Hours of Steward Financial Services

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Steward Financial Services, located at 150 N Walnut Ave suite a, San Dimas, CA 91773, is a highly reputable financial institution that offers a wide range of services to cater to the diverse needs of its clients. With their phone number 9095922061, and webpage yoursteward.com, they are easily accessible and responsive to their clients' inquiries and concerns.

Their specialties include tax preparation, accountant services, business management consultant services, and business to business service. These specializations make them a one-stop solution for all your financial needs, whether personal or professional.

Steward Financial Services takes pride in their excellent customer service, ensuring that clients feel comfortable and well-taken care of during their interactions. They understand the importance of personalized attention, which is why they recommend making an appointment before visiting their office. This allows them to allocate the necessary time and resources to attend to your unique financial situation effectively.

Access to their office is convenient for all, as they provide a wheelchair accessible parking lot. This thoughtful consideration makes it easier for clients with mobility issues to access their services.

With a stellar reputation, Steward Financial Services boasts an impressive 23 reviews on Google My Business, reflecting their commitment to providing top-notch service. Their average opinion rating stands at a remarkable 4.8/5, a testament to their dedication to excellence.

👍 Reviews of Steward Financial Services

Steward Financial Services - San Dimas, California

Pierce C.

5/5

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 forward. I highly recommend him to anyone who is looking for someone professional and well spoken.

Travis L.

5/5

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!

Charlotte B.

5/5

Steward Financial has been our trusted tax preparer for over 25 years. We began with Judy and after her retirement, Tom took over our account. He is completely trustworthy, knowledgeable and always up to date with new tax changes and how we should make necessary changes. Now he even does our daughters taxes as well! His service feels like a legacy to pass on to her - how important and valuable having a great company representing you in the financial arena.

Chris B.

5/5

Jon Osborne has been our accountant for many years. We live about an hour from his office, and gladly make the drive for our annual tax appointment. Jon is extremely knowledgeable, thorough, trustworthy, down-to-earth, and patient!! We ask many questions and Jon always takes the time to answer these...we have never felt rushed during our appointments. Jon also has a great sense of humor, which is quite amazing given his long days and minimal sleep during tax season. We are very thankful to have Jon as our accountant, and would not consider anyone else.

Matthew C.

5/5

Each member of the Steward Financial team was professional, friendly and extremely helpful. I'm used to doing my own taxes from years past and thought I would try something different these last couple years. I can tell you first hand that allowing a tax professional to do their job pays off! Above reproach, intent on doing their best and making the most of your resources- thank you Jon and team!

John V.

5/5

I've been with Steward Financial for more than 15 years. They have provided me and my family with sound financial guidance in tax preparation and financial advice. I refer my friends and family to their services because of the constant news letters they send their customers throughout the year and their prompt response to any questions you may have. Thank you keep up the great work!

Thomas H.

5/5

We have been associated with Steward Financial Services for many years now and specifically with Tom Hughes. His professionalism and knowledge of the tax laws have always resulted in our high regard of his expertise. I do not recommend to often but when it comes to Tom Hughes and the Steward Financial staff, they are definitely five stars.

Jake B.

5/5

This is my first year using Steward Financial Services for taxes. I am very satisfied. The staff is professional, they are on time, there is parking, the offices are pleasant and the price is fair. I highly recommend.