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Edward Jones - Financial Advisor: Nima Helmi

Edward Jones - Financial Advisor: Nima Helmi

Reviews Summary

The reviews consistently praise the financial advisor for exceptional expertise, patience, and personalized guidance. Clients highlight clear explanations, tailored advice, and unwavering support for both beginners and experienced investors. Many appreciate the prompt, professional service and genuine care for their financial well-being. The advisor is highly recommended for trustworthiness, accessibility, and helping clients achieve long-term goals with confidence.

About This Listing

Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

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.*

Features

Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

Contact Information

Address

27555 Ynez Rd # 204

Temecula, California 92591

Visit Website Call Now Get Directions

Customer Reviews

Very professional team, always there to answer any questions. Always has solid financial advice . Very happy with the service. Would recommend Nima to anyone needing investment advice. A+.

Nima is an absolutely fantastic advisor! He has been of paramount importance when helping me make my investment decisions. Not only will he take the time to answer all your questions, he will also take the time to provide you with the appropriate investment education so you have a full understanding of the topic. His response time to my messages (email, call or text) are always fast. And he is a genuine individual that shows care and passion for what he does. I highly recommend Nima if you are looking for s

I like working with this Edward Jones office. Nima has been great to work with and helped me to reach my financial goals in the past few years. He is a very knowledgeable advisor and would recommend him to my family and friends any day.

I have dealt with a few Financial Advisors in the past, and finally, I found someone who truly cares about me, not only a client but also a human being. Nima is not only an experienced Fnancial Advisor, he is also very intelligent and trustworthy. He will walk you through the process step by step, and his advice will be tailored to your specific situation and needs. He is willing to put all the time and effort needed to achieve your goals. I can not imagine how I would get through these past a few years wit

Nima is an amazing Financial Advisor!He really helps you and explains everything...My friend referred me to Nima so thankful she did..He advised on some Financial stuff to look out for my future ,so thankful for Nima and Judy at Edward Jones in Temecula!

Nima was extremely helpful and patient, walking us through the process. We now have a place we can trust with our life savings. Highly recommended to anyone who is looking for peace of mind and professional service.

Mr. Helmi has been a patient, informative advisor with me, someone who has no investment knowledge. He's personable and takes time to converse along with business discussion. This goes a long way in a business relationship.

I am a new client with almost zero knowledge in finance and investment. Nima helped me get over the initial intimidation of venturing into investments and has been available for all of my questions with clear and easy-to-understand answers.

Excellent advice! Expert financial guidance and helping my financial goals in retirement time. Extremely helpful and answered all my questions to navigate a smooth my financial goal for the current year and long term. Alway there for questions day or evening

My financial advisor is easy to understand and very courteous and I highly recommend recommend him and the company to other investors

Very helpful and thorough as a Financial Advisor with great customer service from Nima and Judy

Nima is professional, accommodating and kind.

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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