Jesus Gonzalez: Primerica - Financial Services

Jesus Gonzalez: Primerica - Financial Services

Reviews Summary

Jesus Gonzalez receives consistently outstanding reviews for his exceptional financial advisory services. Clients praise his deep expertise, genuine care, and dedication to helping families achieve financial stability. He excels at explaining complex concepts clearly, setting realistic goals, and providing personalized solutions for retirement, college savings, and life insurance. Many highlight his professionalism, patience, and long-term commitment to their financial well-being. His compassionate approach makes clients feel like family, earning him repeated recommendations. Reviews spanning decades attest to his trustworthy guidance and life-changing impact on multiple generations.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Insurance Agencies

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

Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Insurance Agencies

Contact Information

Address

1475 S State College Blvd Unit 118

Anaheim, California 92806

Hours

Sunday Closed
Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 10AM-6PM
Thursday 10AM-6PM
Friday 10AM-6PM
Saturday 11AM-4PM

Customer Reviews

Jesus Gonzalez is a great human being, always looking out for you. He called to make sure I added my daughter to my life insurance so she could also get coverage as well. I have known him for many years now and I would definitely recommend him for any financial advice. I wish I've known him in my teenage years for financial advice, every time I've come to his office for any matter he has always offered great advice and treats me like family. Thanks Jesus happy to have worked with you.

Jes?s Gonzalez is an exceptional human being. His expertise in the financial products that are offered have led to my financial stability. I'm very pleased with Jesus, he is always very attentive and sharing with my husband and me the various tips for a successful financial pathway. My goal is that my children continue the legacy of financial stability. I'm sure Jesus will keep guiding us through this process. Highly recommend his services to anyone.

Jesus has been helping are family for over 30 years now. He is absolutely the best! Always giving us great advice and helping my mom with her life insurance policy. Now that I myself have a daughter I know who to ask and questions regarding any financial situation. I'll be seeing you in a few weeks to set up her college fund and my policy as well. THANK YOU Jesus for you do! We truly appreciate you!

My name is Luis Gasca, and I would like to tell you Jesus Gonzalez is an outstanding person who is knowledgeable in the field of finance and investments. Jesus is not only a professional but a helpful and considerate person who cares about his clients. My wife and I have trusted Jesus for over ten years with our investments and life insurance and have never been disappointed. Jesus is passionate about his profession and goes above and beyond to help his clients. Thank you Jesus for all you have done and con

Jesus Gonzalez has been helping my family over 10 years. Has personally been my advisor the last 4 years and has been amazing. He's extremely professional and helpful. Jesus takes his time to go through all the information and answer any questions one may have. Definitely recommend him and know that you and your family will be in good hands.

Jesus Gonzalez has given me an opportunity to change my life for the better. I have started to build my foundation thanks to him. I have gotten my Life Insurance, and started to save up for my retirement. Now I shall be protected and secure. So when I retire completely I won't have to worry about anything financial. Jesus Gonzalez is kind and makes you feel at ease. I'll end it with this, there's many people out there that need help. IF YOU ARE one of those that need it, you have to met with Jesus Gonzalez

Jesus Gonzalez has provided my family and I with great financial advise. Due to his expertise, my son who just turned 18 has a nice amount saved up for college. Jesus has been a great adviser and I would recommend him to anyone who is in need of financial advise.

I have known Jesus Gonzalez for over 14 years. He has been helping me and my family on our financial needs. He's a great person and he truly loves to help other people. I feel very comfortable recommending him for all of your financial needs.

After a family friend noticed my increasing financial struggles I was recommended to see their financial advisor Jesus Gonzalez which they have been working with for years. It was a decision I was not sure I truly needed to make but I went ahead and sought out the help. It's been several years now and I have not once regretted the decision. Jesus is very welcoming, approachable, knowledgeable, and professional.? He set realistic goals so that I could better manage my income and in turn stabilize my finances

Mr. Jesus Gonzalez is a person who puts passion on what he does every single day. By helping people to look into the future and put things in order, I got a reference by a family members about what PRIMERICA is about, and I'm glad to have taken some action in my life. I really enjoy the way Jesus takes the time to explain everything, that we need to know and he opens up our mindset. Thank you Mr. JESUS GONZALEZ for helping us on this journey. From Socorro Diaz & Alberto Gonzalez.

Jes?s Gonzalez has been helping me and my family save and invest our hard earned money in the most efficient way and in accordance with our lifestyle. For over 10 years Jes?s has successfully managed our money in a conservative manner. Whether it is retirement plans, setting up college funds for my children or investment possibilities. Jesus has become more like family to us. There is nobody we would trust to help us with our investing needs. I would highly recommend him to anyone seeking a financial advi

Mr Gonzales is my financial advisor. He just delivered a life insurance check that I did not think I was going to get. He did an amazing job making sure I received it and in a very quick time line. I will definitely keep working with him for my future financial stability.

Jesus Gonzalez, is genuine person who truly cares about peoples financial well being. He truly understands the important's of financial stability. Jesus is the most optimistic and positive who I ever met, with his insight and guidance anyone can reach the financial freedom you desire.

Jesus Gonzalez has played an integral role in building my personal financial well-being. He's always been available to answer questions and do the legwork and research to make sure that my investments and my life insurance are on track with my needs, and that I have an understanding of where my finances are headed. Primerica is an advising company I can trust to make wise recommendations based on wherever I'm at in my savings goals, and they take the time to explain transactions in layman?s terms. Thank you

Jesus Gonzalez is a professional when it comes to financial help or to help others get the opportunity to start a better life with Primerica. He has an amazing personality that makes you be comfortable about the topics of insurance and coverage for families and how to help you with your kids college savings .I truly recommend Mr. Gonzalez if you need any financial help.

Jesus is a great man, he helped me and my family so much with our personal insurance and with our sons college savings. Would recommend Jesus to anyone. He doesnt just sign you up for a plan and send you on your way, he makes sure you understand your plan 100% before signing.

I've known Jesus for about 18 years ago. At the beginning I was hesitant to put money in the programs he offers but now I look back and it was one of the best decision we've done. We saved money for our children's college and what a relief that was. Feels good when you can help them with their education and not let them finish with a big student debt. Also, I really enjoy when I see my retirement plans statements :) Jesus has always spend all the time needed to explain all the programs and to give us the ex

I have known Jesus Gonzalez for about 35 years, he has been a very good friend, we both had a spiritual experience, in a group called Jovenes para Cristo. Right now he is managing a retirement account for me, and I am very pleased with him, because he is always there, when you need it.

I'm really grateful to Jesus for helping me better my future. He is so willing to help and is always available when you need him. He truly cares for his clients and makes sure they are doing what is best for them and their families.

This is someone who truly enjoys what he does and sincerely wants to help others. Jesus is a very knowledgeable and insightful advisor, and earns the respect of his clients. He helped me better understand step by step on how to plan for my future. I now feel more relieved and can focus on building my future financially.

Jesus I just wanted to say thank you for taking the time in sharing your knowledge wisdom and experience with me. Prior to meeting you I would have never know how important it is to make sure my family is well protected with good coverage also would have never know how important it is to start planning for retirement. My family will continue to look to you as not only a mentor but a friend. But sincerely just wanted to say thank you again on the behalf of the Benitez family for making us realize how importa

Our meeting with Mr. Jesus Gonz?lez was beyond my expectations! He was able to thoroughly explain to us about the college plan and the retirement plan which are, in my opinion, the best plans to have. He also advised us on how to successfully build a financially stable life!

After selling a property for profit i was unsure as to how to properly manage my funds, i sought many different financial advisors but never felt comfortable until I met Mr. Gonzalez. I highly recommend Jesus as your financial advisor, he gives sound advice and really maps out your whole financial picture in a clear and concise manner.

Mr. Jesus Gonzalez is a very professional businessman who is always willing to go the extra mile to help his customers with a very positive attitude. Based upon my experience with Mr. Jesus Gonzalez of Primerica, I highly recommend Mr. Gonzalez as a business advisor.

Jesus has helped me alot. He has given me advice and always guiding me the right path. I appreciate his time he takes out of his busy schedule to call me personally and check up on me. He always has a positive attitude and that says alot. Thank you Jesus for been the great person that you are.

I am pleased to say that Jesus G. And the knowledge that he brings to the table are well equipped with solutions to the ways of living in our financial world . Jesus has a way of wining your trust, through his caring words and capability to not treat you like a client but like a friend who has the inside loop to resources that help you and your family

Jesus has helped me for over 20 years. In my financial needs.his knowledge, honesty and guidance makes him the best financial person, that everybody needs."period".If there where more than 5 stars, I will give him more.

Jesus Gonzalez is the perfect person I found to help me on my financials, I was out of my job and I asked him if he can help me with my 401K and he seed yes bring the papers so I can see what are we going to roll over and I did, he roll over my 401k and now looks better than when I had it on my work, and he help me with my Life Insurance I have my wife and three sons but one of them is not there he is over 25 and my other two sons are there and I feel berry happy with what his doing for me and my family, he

Jesus Gonzalez is the best person I found and helped me and my family in Financial matters. So I recommend him to anyone seeking a Financial advisor.

I wasn't sure about Mr. Gonzales professionalism when I first met him. Once he sat down in front of me and began to explain, laying out the way my money works if invested by a professional financer,I slowly open my eyes to a sad reality I have been doing wrong all these yrs: 'Sharing my money with the banks WITHOUT any reward but enriching them at my expense' I highly recommend Mr. Gonzales to help you understand and invest for your family. Believe me, your bank will not disclose what this Professional Fin

Jesus was super thoughtful and took his time explaining everything perfectly for a new comer. Our family definitely appreciates his time and business with us.

Jesus Gonzalez has been helping me my family & family members for over 20 years He is an amazing person that likes to help people thanks Jesus for everything you have done for me and my family God bless you

Im so thankful to have come across Jesus, I needed major help regarding my life insurance policy and had so many questions, he took the time to explain everything step by step until I understood everything, his professionalism and honesty really made me feel at ease, he's really passionate about what he does and really shows he cares about his clients and helping people, I will definitely be recommending friends and family, thank you again Jesus for your help and great service!

I've met Jesus he is very kind caring person pleasure to work with I most definitely recommend him to everyone whose looking for insurance.

Jesus is a very knowledgeable person, but what makes him different from the rest is that he is a very kind and genuine person who really enjoys helping others.

Knowledgeable, attentive, caring, informative, sincere and a professional. Always will go the extra mile. A family man who got into the business that fulfills his desire to help other people.

I am so please with the customer service Jesus provided and am so grateful that he took the time to make sure I understood everything. I can see the passion in helping the community have a better future for themselves and their families.

We just set up my daughters college account and couldn't be more pleased with the knowledge and professionalism from Mr.Gonzalez. Choosing Primerica was the best decision we could of made!

I appreciate you for helping my family and I. We received such a great and well detailed service. He answered all questions thoroughly and put me on a path to secure a better future for my daughter and wife.

Jesus is a real help when planning for retirement and a big help to save for my son college , he always keep you updated

Jesus is a very honest reliable person I have known him for many years and he has been a blessing to our family

I've known Jesus for 18 years. Jesus is very professional, is always available for answering questions and attending to anyone?s needs I highly recommend Jesus!

Thank you Jesus Gonzalez for the advices about financial. I recommend him to anyone. He's a very good person and friendly.

Mr.Gonzales is a very professional and positive person.The environment is great.Hes been a great mentor and has helped me financially!

Jesus has helped not only me but my family, he truly cares about other people.

Good service and great person. I'm very happy with the service Jesus provided me.

Highly recommend Mr Gonzalez for your investment needs at prime America he's dedicated to his work I been he's client for 3 year everything is grate

Thanks so much Jesus Gonzalez for your help on my financial needs. You are a very professional individual.

You need advice come to this man right here he not only Helped me he has helped my whole family all I can say is thank you to him he is a very knowledgeable kind hearted man

Well organized and very informative. A great resource!

Great to work pleasure doing business with 5 stars

(Translated by Google) Very grateful and satisfied with the insurance services of Mr. Jes?s Gonzalez. A person who is attentive to the needs of each of our family. He is a person who is willing to listen, suggest and give us the necessary time so that we are happy with our choice. He is very attentive, he takes the time to congratulate us on our birthdays, to send us Christmas greetings and on special occasions. I truly recommend their services. Apart from being a great professional and a great human being

(Translated by Google) I am very happy to have met Mr. JESUS ??GONZALES, he is a great person with extraordinary customer service. I recommend it 100% to anyone interested in financial advice. The best of all and what I am very satisfied with is that it is easy to make you understand and explains it to you in many ways until you understand the objective and with the greatest kindness possible. thanks again JESUS ??GONZALES (Original) Me ciento muy contenta de aver conocido al se?or JESUS GONZALES es una gr

(Translated by Google) Jesus is an exceptional person who cares about the well-being of his clients and is willing to take his time. Without words, a professional in now good Jesus Gonzales!! (Original) Jesus es una persona exepsional que se preocupa por el bienestar de sus clientes y se presta a tu tiempo. Sin palabras todo un professional en ahora buena Jesus Gonzales!!

(Translated by Google) Excellent person, very kind, understandable and very tactful in understanding your needs. From the first conversation I had with Him he made me feel like I was talking to someone in my Family. Highly recommendable. (Original) Excelente persona, muy amable, comprensible y con mucho tacto para entender tus necesidades. Desde la primera conversacion que tube con ?l me hizo sentir como si estuviese conversando con alguien de mi Familia. Altamente recommendable.

(Translated by Google) Hello, Mr. Jesus Gonzalez, I only put these lines to thank you and thank you for all your attention and the advice that has helped me a lot since in the past I had a life experience and it was only ignored and I never had a bit of importance How you feel about me and my husband and thank you again for your service and the trust you give us, may God take care of you and keep you for many years. years to continue helping many families, thank you Don Jesus Gonzales (Original) Hola se?or

(Translated by Google) Since my arrival in the United States, there are few people who have earned my trust and Jesus Gonzalez is one of them, his honesty and honesty in his work, the warmth in his treatment, good humor and the best advice at the most opportune moment, make Jesus Gonzalez the person I trust with my peace of mind and that of my family. (Original) Desde mi llegada a los Estados Unidos, son pocas las personas que han ganado mi confianza y Jesus Gonzalez es una de ellas, su honradez y honestid

(Translated by Google) Incredibly the best advisor Jes?s, thank you very much for all your support for always being on the lookout for your clients. Thank you very much for helping me for a better future for my family. I recommend it. Don't waste your time. Act today. Blessings. (Original) Incre?blemente el mejor asesor Jes?s muchas gracias por todo su apoyo por siempre estar al pendiente de sus clientes. Muchas gracias por ayudarme para un mejor futuro para mi familia se los recomiendo no pierdan mas su t

(Translated by Google) Jesus. It's one. Person. That. Me. Helped. A. Exit. Many ahead. Thanks. By. His. Aid. I'm. Much obliged. With you (Original) Jesus. Es una. Persona. Que. Me. A ayudado. A. Salir. A delante muchas. Grasias. Por. Su. Ayuda. Es. Toy. Muy agradecido. Con. Usted

(Translated by Google) Jesus is an honest person, he is always there when I have any questions, he expresses himself very well when you have a question, I am happy.with-PfsInvestmentst! (Original) Jesus es una persona honesta simpre esta cuando tengo alguna duda, se espresa muy bien cuando tienes alguna pregunta estoy contento.con-PfsInvestmentst!

(Translated by Google) The best financial advisor I could have found, Excellent person, Very respectful, takes the time to listen to the needs of each person. (Original) El mejor asesor financiero que pude haber encontrado, Excelente persona, Muy respetuosa se toma el tiempo en escuchar las necesidades de cada persona,.

(Translated by Google) Thank you very much for your help and support, I am very happy with your services..... (Original) Muchas gracias por su ayuda y apoyo estoy muy contenta con sus servicios .....

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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