Sage B.
8/17/2020
I have used this business for my tax needs for years! I am so happy Walt is there to help with my complicated school returns each year. I highly recommend their services and their staff.
Freedom Financial Services
Closed
(16)
Photos
1557 Grand Ave Ste A
San Marcos, CA 92078
History
We take a holistic approach with each service we provide complementing the others. In this way, we can serve your total needs.
Specialties
Since 1993, Freedom Financial Services has provided superior service to our clients in the areas of Financial, Investment, Estate, and Retirement Planning as well as Tax Preparation & Planning Services.
Also at this address
Reviews
2.516 reviewsElizabeth C.
12/3/2024
Mr.Wallace will steal your credit card information. He says he can help you because of a Federal law. After taking all your information, he asks what you have in your checking account and savings....
Keith G.
12/6/2024
That's funny considering how you were never available. Kind of hard to provide you with the information if never available or returning phone calls to see what was up?
Kim H.
12/19/2018
I have given Walt and Connie the benefit of the doubt on the first two mistakes. The first one they forgot to deduct a significant amount of my charity deduction. They fixed it, after the fact....
Coral S.
11/14/2019
WORST EXPERIENCE . They don't answer calls. Irresponsible, disrespectful of your trust , time and concerns. I NEVER EVER RECOMMANDE THIS PLACE. As a low income single mom i got audited just...
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