Advisors Mortgage Group - Lake Forest, CA

Advisors Mortgage Group - Lake Forest, CA

Reviews Summary

The reviews overwhelmingly praise the company's professionalism, knowledge, and excellent customer service. Many highlight smooth processes, clear communication, and personalized guidance throughout loan or mortgage transactions. Several mention reverse mortgage expertise and feeling supported during complex financial decisions. While most experiences are highly positive (5-star ratings dominate), a few note occasional aggressive sales tactics or challenges with third-party services. The team is frequently described as responsive, patient, and going above expectations to secure financing solutions. Multiple reviewers specifically recommend the company for reverse mortgages due to their efficiency and transparency.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

23832 Rockfield Blvd Suite 230

Lake Forest, California 92630

Hours

Sunday 10AM-2PM
Monday 7:30AM-5PM
Tuesday 7:30AM-5PM
Wednesday 7:30AM-5PM
Thursday 7:30AM-5PM
Friday 7:30AM-5PM
Saturday 8:30AM-5PM

Customer Reviews

We were very happy with the service we got they let us know always what was going on they went way beyond just to help us I can't thank Perla and Paul enough that are wonderful people if anyone I know would need their assistance I would recommend them they are truly there for you keep up the good work

Cristal Harrington was very good. She really helped me a lot. She explained things to me. She help me work through things. She's a very compassionate trying to make everything as smooth as possible. She did a wonderful job. I would recommend her to anyone. She's just got the touch to make you feel like you're not being Lesd to do something you don't want She was just very very honest. Mary.

No surprise, I have some challenges with my old house and finances. Mr. Zareei, always both friendly and professional, took the time to engage in two-way conversation that led me to the product that serves me best, and then helped optimize it. Many thanks!

I got better educated about how mortgage companies ply their trade. If you don't have funds to cover the cost of availing their services, let them know right away. Work on getting your own third party appraisers to get better valuation for your property. They were fairly accessible and at times can be too aggressive as expected from salespeople. If you're not too sensitive or if you can be emotionally detached with the process, conversations can be cordial and informative. Good luck.

My sincere appreciation to Alexander Zarie for going above and beyond to secure financing on an extremely difficult reverse mortgage. I would highly recommend him to anyone looking for a mortgage loan. Thank you so much.

Liz was very professional and responsive throughout the process and provided outstanding service and prompt assistance every step of the way. Would definitely recommend her services to anyone interested in obtaining a reverse mortgage. Thank you.

Alexander was outstanding from start to finish and still to this day will answer any question that i might have. Professional and highly knowledgable about reverse morgages and is willing to go the extra mile for his clients. Could not have asked for anyone better. Thank you so much Alexander

A wonderful experience!What made this experience so great is the Down to Earth and the realness coming from each individual that I had the pleasure to talk to on the phone and in person. Not only was business taken care of, but the pleasure of your staff at Advisors Mortgage Group and beyond being real people and very consummate professionals.. a shout out to the team starring Alexander Zareei, Cheyenne Taylor, Adam Ennabe.. great work ladies and gentlemen!

Advisors Mortgage group is made up of the most knowledgeable, friendly, professional people on this planet. We will always remember how quickly they came to our rescue. Alexander Zareei is so wonderfully compassionate, walked us through our reverse mortgage with ease. I highly recommend Alexander for everyone 's financial needs

Crystal was very helpful, patient and professional. She kept me updated on everything. I highly recommend Crystal if you are interested in reverse mortgage.

Alexander Zareei gives his clients excellent service while processing your loan. He is always available for any questions you may have. He is very knowledgeable and professional during the process of obtaining your loan. I highly recommend him to anyone needing a loan.

You will not be disappointed by dealing with Adam Ennabe's team at Advisors Mortgage Group. Every one is very knowledgeable and professional and they provide excellent customer service or better yet customer care. We had very pleasant experience from beginning to the very end in our refinance. If I can rate them more than five stars I would.

Advisors group is one of the most remarkable companies I've ever dealt with. My loan officers Crystal and Amanda did a superb job! There is a commercial about reverse mortgages with Tom Selleck as the actor an there is no comparison between the company he represents and advisors mortgage. When others said no advisors group said yes!! It was a smooth and quick process to get my reverse mortgage. The whole process was done in less than 30 days and I was kept informed during the whole process. I can't say enou

I recently did a refi of my Reverse Mortgage I worked with Christopher Roh, who did an excellent job in helping me get the figures I needed to retire comfortably. He was very knowledgeable, pleasant, and worked hard to get me the figures I needed that would work for me. AND, he kept in communication with me through each step. Never had to wonder where we were in the loan process. I would highly recommend Chris!

Alexander Zareei & his team at Advisors Mortgage works hard to to achieve your needs. Always there to answer questions & explains the process to ease you through. After, being told from other companies that we didn't qualify. Our last hope was Advisors Mortgage. Called & spoke with Alexander who asked a lot of questions & explored all avenues. Found that we qualify. Without Advisors Mortgage, Alexander & team we still have a home. Thank you.

Perla and her staff was a pleasure to work with. Educating the reverse mortgage program in a concise manner. They made the process seamless. The whole process was able from start to finish in a timely matter.

I felt very comfortable working with Adam and his staff. I did a reverse mortgage refinance with Advisors Mortgage Group. He is really smart and professional. There was no pressure, no stress. This is the only company that I would recommend for a reverse mortgage.

Perla and her team are fantastic! They are 100 percent there to help you effortlessly through the process. I am so pleased with my experience. I highly recommend Perla Wright and her team (Yesenia was so helpful) to anyone with mortgage needs. Thank you for your expertise and professionalism!

Advisors made the qualification process so fast and extremely easy. The agents i dealt with were so patient and made sure i had every fact before i moved forward with my FHA Loan. I would highly recommend this company simply due to their expertise and their customer service. I wish i could give more than 5 stars! Im kind of sad the process is over...they were so fun!

I highly recommend Maxwell Camp at Advisors Mortgage Group. Max is awesome and very knowledgeable. He explained all the details of the HECM loan and its many benefits. The loan process went seamlessly. I now have a much better interest rate and shorter term; I am much closer to financial freedom! Thanks Max and Advisors Mortgage Group.

My parents were in need of some cash recently, so I referred them to my good friend Ryan Smith. They were extremely pleased with Ryan and his professionalism. He was able to take the equity that they had been paying off on their home and help them get the money they needed through a reverse mortgage. Ryan is an expert in his field, I would recommend him to any family member or friend in need.

Delightful experience with knowledgible people from the entire staff. Very helpful. Kind and nice people who had a smile in their voices throughout.

My Advisor and I worked well together. She did the work and I was the finder of the forms. I would send back the materials needed quickly. This was a win win.

Great experience with a highly qualified staff that assisted with each step in the process. If anyone is considering a reverse mortgage, we recommend Advisors Mortgage Group!

The refinance this time was much easier with the help of Rick Ikeda. He stayed on top of everything and guided us through the paperwork and signing.

James did a great job, however the whole industry needs to change how to do refi's. The process took forever (not James fault)

Completed process without major problem experiences. Needs this level of responsiveness

Outstanding communication every step of the way with such an important financial event in life. It was done efficiently and professionally beyond expectations!

Advisors Mortgage Group is the best choice for a reverse mortgage. Friendly people, knowledgeable and professional.

I'm very satisfied with the agent,Josh Stephanoff,who worked with me tirelessly until my loan was closed!????

we really enjoyed our experience with Advisors Mortgage Group.it was quick and easy,with all questions answered in a timely manner.

The friendly, professional people you have working for you made the whole process from start to finish quick and less stressful, Jeff

Alexander was informative and friendly and personable I enjoyed working with him.

While going through this business transaction when I was feeling down he would always reassure me that he would not let me loose my home he would call me almost every week to let me know what was happening and through this I have found a friend thanks Alex for seeing me through this stuff time in my life GOD bless you

Great reverse mortgage options, no hassle refinance experience - 2nd time around for us and we will revisit it in another year or two.

Alexander was always on top of progress and providing assistance as needed.

BOTH ALEXANDER, CHEYENNE AND BONNIE WERE VERY HELPFUL THROUGHOUT THIS PROCESS.

Noah and team helpful, this second loan i have done with the company.

this business really came through for us. patient, prompt, PERFECT !

Good knowledgeable people who can help.

excellent service and positive outcome

Fast excellent service, helpful team !!

Fraud and crooks taking money or property from heirs and elderly.

Everything was fine .

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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