Shaun Glenn is great! So glad we found him. He has been doing our taxes and we highly recommend him.
Simplicity Financial
(15)
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EOT Financial, based in Rancho Cucamonga, CA, is a team of seasoned financial brokers dedicated to providing clients with tailored financial solutions and exceptional service. With over a decade of experience, they offer comprehensive services ranging from estate planning to retirement strategies, ensuring that clients can confidently protect their assets and achieve financial success.
Founded by Dre and Karla Howard, EOT Financial combines their extensive backgrounds in human resources and finance to foster long-lasting relationships with clients. As they balance their business with family life, the firm emphasizes integrity and innovation in helping clients navigate the complexities of financial planning.
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Reviews
Simplicity Financial made the tax filing process smooth and hassle-free. Their team is professional and knowledgeable. I especially appreciate Alex, the Business Operations Manager, for her clear...
I spoke with Shaun at Simplicity Financial about some estate tax questions. Shaun was so great and put my mind at ease. I was surprised by how much time he spent helping me, even though I wasn't...
Our CPA retired and recommended Shaun and SF to us two years ago and we have been very satisfied with their service. Shaun is always responsive to our questions and he provides clear...
After my CPA retired, Simplicity Financial purchased her book of business and approached me about working with them. While I was initially impressed with their moxie-they were very persistent in...







