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Fortune Financial Group

Fortune Financial Group

Reviews Summary

The reviews consistently highlight exceptional service, with a strong emphasis on professionalism, patience, and clear communication. The advisor is praised for making complex financial processes simple and stress-free, particularly for retirement planning, trusts, and insurance. Clients appreciate the personalized approach, thorough explanations, and ongoing support, often noting the advisor's honesty and dedication. Many mention feeling secure and well-informed, highly recommending the services for family-focused financial planning. Spanish-speaking clients also value the ability to communicate comfortably in their native language. Overall, the consensus reflects trust, satisfaction, and peace of mind.

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

223 S Glendora Ave Suite 202

Glendora, California 91741

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

We had a great experience setting up my parents living trust thanks to Jorge. He was very knowledgeable, patient, and made the whole process easy to understand for me and my Spanish speaking parents. My parents and I feel much more secure knowing everything is in order. Jorge was very accommodating and responsive. We highly recommend Jorge!

I recently worked with Jorge Hernandez for my retirement planning, life insurance, and setting up college funds for my children, and he was exceptional. Jorge is incredibly knowledgeable and took the time to explain everything clearly. His expertise and personalized approach made the process easy and stress-free. I highly recommend Jorge to anyone looking for exceptional financial planning services.

I met with Jorge to assist my mother in law with her retirement planning. He did an amazing job walking us thru the process and simplified everything for her. Thank you Jorge. I will highly recommend you to all who inquire.

Reaching out to Jorge and his team was one of the best decisions I've ever made. He is professional and takes the time to explain different scenarios and makes you think about what's most important; family. I highly recommend you call and make an appointment to discuss any financial matters with Jorge. I now have peace of mind. Thank you Jorge!

I had a great experience at FFG my representative Jorge Hernandez was very helpful and patient and guided me through my whole policy. I will recommend him to my friends and family he did a great job.

I had the pleasure of working with Jorge for our family's insurance planning, and I couldn't be happier with the results. Jorge's expertise and attention to detail were truly impressive. He took the time to understand our family's unique needs and goals, and he guided us through the entire process with patience and clarity. Jorge's professionalism and dedication to his clients are unmatched. He made a complex and often overwhelming process feel manageable and straightforward. His thoroughness and commitmen

Jorge was very patient and answered all of our questions with care and detail. He was very passionate with making sure our retirement goals will be met.

My husband and I recently met with Jorge to work on our kids college planning. I expected it to be complicated but it was not. He took care of everything. We just provided what he needed and he did the rest. He's straightforward, easy to talk to. Overall a great guy! We totally recommend him.

We have had and continue to have a good experience with Jorge. He was able to provide us with an excellent experience on planning for our financial investments for retirement. He was able to walk us thru options. Where we were able to clearly understand. Now retired, he still stays in touch with us. All the information he provided for our income, was exactly as he stated. I would highly recommend his services. Mr & Mrs Reyes

Jorge Hernandez has done an exceptional job with our financial. needs throughout the years. He is extremely knowledgable about investment strategies and took the time in educating us. We recommend Jorge and his company highly.

Jorge Hernandez has been my go to financial advisor for several years now. He is straightforward and honest. He will tell you how it is and not make promises he can't keep. You can't go wrong. He is awesome!

Jorge met with my mom and assisted her with her retirement and investment planning. She was very pleased with him and we both highly recommend his services. He's extremely knowledgeable.

Had a great experience working with Aileen, appreciated the break down of my policy and the patience she showed. I would highly recommend her.

(Translated by Google) Aileen Gutierrez helped me with my life insurance, and Jorge Hernandez helped me with my trust. Now my family is protected, and we are very happy. They explained all the terms to us in Spanish and made it so easy and simple that we were very happy with their services. Don't hesitate to seek them out; you'll also appreciate their professionalism and work ethic. ?????????? (Original) Aileen Gutierrez me ayudo con mi seguro de vida y Jorge Hern?ndez con mi fideicomiso, ahora mi familia

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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