Lindgren Financial Services
5402 Ruffin Road, San Diego, California 92123
About the Business
Lindgren Financial Services is a reputable accounting and finance institution located at 5402 Ruffin Road in San Diego, California, United States. With a team of experienced professionals, Lindgren Financial Services offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help our clients achieve financial success and security through personalized and expert advice. Contact us today to learn more about how Lindgren Financial Services can assist you with all your financial needs.
Contacts
5402 Ruffin Rd # 210, San Diego, CA 92123, United States
Reviews
"Have had some Tax issues coming from Ohio to Cali, Ed has helped out a bunch. From amending returns to completing everything. I'd recommend. Just had to amend an Ohio return the fee was $210. My gf's 2021 needed amended due to taxes being differing in Cali. I think the fee was around the same."
"LFS has been doing my family, my sister's family, and our Dad's taxes for years, always with professionalism and fairness. When it was time to sell Dad's house, Lisa Lindgren stepped in and not only guided us as a seller, but also kept Dad's tax situation and the complexity of a Trust sell in mind. Lisa went above and beyond by helping us get the remaining items out of the house, being there to facilitate pick ups when we were not available. In addition, Lisa handled a less than ideal product in stride as a lot of the property's maintenance had been deferred for quite a while. Finally, Lisa's compassion and understanding for the situation helped reduce the stress, allowing us to focus on the bigger picture of Dad's care. Thank you LFS!"
"Edward and Alex are the BEST! I switched to them two years ago. Ed is highly experienced and knowledgeable. Alex, Ed's Assistant is wonderful. She is professional and very responsive recently assisting in getting through a situation. Alex stayed on top of everything until resolved in my favor. GREAT JOB Ed and Alex! THANK YOU!"
"We have been doing business with Ed for over 25 years. Helped us stay on track with financial goals and held our hand (literally) through an audit He's in charge of our trust at very reasonable rate. He's one of the good guys!"
"If I could give a negative rating I would. Ed has done my families taxes since he began. Having said this my father and my aunt named him as trustee. i have known him since I was approximately 12 years old. Since my aunt's passing, I have been repeatedly verbally abused, and lied to. I was 90% beneficiary, he told me he didn't want to give me the keys to the property because he didn't know if I would steal things. When I explicitly asked for furnishings, he got rid of them. He sold property without even notifying me. Prior to my father's death, he got rid of furnishings. In storing property, he damaged original paintings. When asked about the furnishings and the damaged paintings, there was no response. In order to receive annual accounting, which is his responsibility as trustee, I had to retail legal counsel. After retaining counsel, I found out that there were documents that he was supposed to be giving me for my taxes, which he only did after my retaining counsel. After finally receiving accounting, there are gross discrepancies. DO NOT DO BUSINESS WITH THIS MAN."
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