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Financial Partners Credit Union

Financial Partners Credit Union

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, competitive rates, and long-term satisfaction, with many members praising the friendly, professional staff and seamless banking experience. A few minor complaints mention website limitations, but the vast majority emphasize trustworthiness, helpfulness, and decades of reliable service. The credit union is consistently described as a top-tier institution with a personal touch.

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

1665 Scenic Ave

Costa Mesa, California 92626

Visit Website Call Now Get Directions

Customer Reviews

Have been a member for 5 years. Always have received excellent service. Great products and rates are very competitive. I would highly recommend

I have been banking with FPCU for 5+ years and they are always friendly and helpful. Five Stars!

When they had an office in Mission Valley I enjoyed going there - the staff were always so friendly and willing to help when I had a question about a withdrawal.

My experiences with financial partners credit union have always been positive; I have done business with them for over 10 years, and I just had some complex financial situations handled expertly by their staff. They are a first class institution, and I have always been dealt with professionally and with great courtesy.

I have been a member of FPCU since 1990. They have always been beneficial to my needs.

It's a great place to conduct business at, the staff is ultra friendly in there dealings with customers,, they are most highly deserving of a five star rating.

Excellent customer service, professional and knowledgeable staff . Consistently accurate and trustworthy. They genuinely care about members

I've been a member here for a long time and have never had a bad experience. With the new Long Beach location, they're now even more accessible. All the staff here is amazing, but Marisol, in particular, went above and beyond to help me organize my dad?s finances before he passed away. I highly recommend them?10 out of 10!

I've been a FPCU member for about 18 years now and my experience with them has always been positive. I have refinanced loans from other institutions with them, asked and received personal loans on three different occasions with no problems or hassles whatssoever. All inquiries made to customer service have been handled in a professional, pleasant and courteous manner. I have nothing but good things to say about them. It's my pleasure to be a member of their organization.

By far the best credit union out there. Couldn't be happier with their awesome service since 1995.

I have been with FPCU for over 30 years and have always been extremely happy with their policies and service.

Love this bank the only bad thing is that they told me after 6 months of you deposit a check all the money will be available the same day and it's not true

It's always a pleasure when I visit the office. Clerks are always very friendly and attentive.

I opened my account around April of 2024. I opened 2 CD?s they matured in 8 months and now I am going to open a new savings account. I can open an account without exactly physically going to the branch.

Very helpful and courteous while dealing with my debit card problem.

Unable to process membership after 3 attempts, as ur site insists on a Suffix & I don't have one.

Everyone is super helpful. Never had a bad experience with them thus far.

I expressed frustration that my ?personal loans? had become signature loans that were overwhelming, and as a result FPCU offered a chance to consolidate the loans into a manageable monthly payment. This credit union rescued me from shattered credit into a high credit rating that helps me in my time of retirement. TOTALLY SATISFIED.

Best CD rates around easy to sign up. Associates are all professional and knowledgeable

Excellent experience simple and effective way banking

Been with fpcu for years. Like the credit union concept and wonderful customer service.

Financial Partners is the best they are always there if you need them

I love Financial Partners Credit Union. They are quick when answering calls. They have great competitive rates and the best offers for their members.

told myself at the very least theyre more accessible to loans not even that days without food after having them withhold and unwilling to clear checks with a history from the same employer flagged as fraud going into the store to withdraw $20 although having my SSN and id unwilling to remove the flag and having to wait days hate this credit union so much they're supposed to be open today sat may 25th, no holiday or other valid reason, no warning through email that they were can't deposit a check in p

Excellent service by the staff, professional and very knowledgeable. Thanks!

I LOVE ME SOME FINANCIAL PARTNERS CREDIT UNION. BEST OF ALL!!!! NO PROBLEMS NEVER.. THEY ARE THE BEST FOREVER ???? ????. OVER 15YEARS.

Amazing received my New Card ,Love your online Banking easy to use transfer money etc

This is a wonderful opportunity and financials place that I feel the customer service and value of employees are wonderful! Thank you very much

Always great service from FPCU. They make it easy.

This financial institution is absolutely wonderful. You are made to feel like family!

I didn't have any problem making the change in my account. I am very pleased

i love you guys, great credit union very straight forward

I think its annoying that we can't send copies of our drivers? licenses through your website.

No specific incidence, I receive the best service everytime that I go to F.P.C.U. Al Marconi

Great credit union. Works with you from start to finish.

Alway have good experience with Financial Partners Credit Union

Great experience with Patrick ! Very friendly and helpful

Always a pleasure to go in and be taken care of.

Great services. Prompt responses.

Well trained employees, courteous & efficient

Wonderful and simple.

Great help untangling problems with my accounts

I've been a member for over 15 years and I plan on continuing my membership

(Translated by Google) Thank you, you helped me a lot in my refinance of my car, thank you Andrew for your help. (Original) Gracias me ayudaron mucho en mi refinaciamiento de mi carro gracia Andrew por tu ayuda

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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