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Loan Advisor Group Inc. NMLS 1647915

Loan Advisor Group Inc. NMLS 1647915

Reviews Summary

The reviews overwhelmingly praise the team's professionalism, expertise, and exceptional customer service. Many highlight clear communication, patience, and guidance throughout the loan or refinance process, making complex transactions smooth and stress-free. Several mention quick responses, competitive rates, and going above expectations. While most experiences are highly positive, one negative review cites unprofessionalism. The consensus is strong satisfaction, with frequent recommendations for future business.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance

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
Real Estate
QuickBooks
Xero
GAAP Compliance

Contact Information

Address

1025 Sentinel Dr Ste 200 2nd Floor

La Verne, California 91750

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

Jimmy and his team were absolutely the best. We needed this loan with very short notice. Jimmy was able to get the money right when we needed it. I've grown accustomed to people getting to things when it's convenient. Jimmy went above and beyond in following up and guiding us through the process start to finish. Amazing group to work with. Highly recommended

I worked with Jimmy from loan advisor group. My experience was professional. Jimmy explained every step of the process and kept my family updated .I would highly recommend this company to anyone looking to finance a home.

Jimmy is great to work with. He got me a loan at a great rate. Always answered phone calls, texts, and emails really quick. I'll go back to him next time I need another loan.

Matthew R. made it all happen in under 3 weeks! His confidence throughout the whole process helped ease my nerves. He made the process so simple and easy. Matt answered all of my questions and sometimes the same question twice. I am a homeowner!!! Finally! Why did I wait so long?

Josh P was very helpful throughout the process of buying our forever home. Communicated fast with us and answered all our questions. I appreciate the way you were able to guide us through the process and making our home buying experience less stressful. Plan to work with you in the future. As well as a cookout in the near future. Recommend highly!

We are pleased and impressed how there knowledge and professionalism helps us feel comfortable with the whole process getting into our new home. Thank you and God bless for all you do.

Jimmy has always been straight forward I've Really enjoyed working with him and always is on top of things and quick response s On all my loan needs

I worked with Joshua in the purchase of my new home. Joshua was knowledgeable and helpful during the process. He was professional, friendly, and communicative during the loan process for my home. I would recommend him to my family and friends.

Joshua was fantastic! He was so helpful and very communicative. He walked me through every step of my loan process and kept me updated. I highly recommend Joshua!

Jimmy Alam is quick and easy to work with. The seeker was not the most pleasant person, but throughout the process Jimmy tried his best to make things run smoothly.

Jimmy and his staff were extremely helpful and professional. He has helped me in multiple ways throughout the years. He helped my parents purchase a house in 2008 , he also helped me purchase a house in 2018 and recently for a refinance. Since jimmy is a broker he was able to show me live competitive rates across multiple companies and offer me the best rates. Thank you loan advisor group !!!

Matthew Restrepo was a complete pleasure to work with. From our initial meeting back in 2023 trough our home purchase in 2025. I would highly recommend him to anyone looking for help with a home loan.

First, I highly recommend Jimmy Alam to all who need to obtain real estate loans. Jimmy is a loan broker/advisor who understands his trade. I recently purchased my first home. Jimmy coordinated the entire process. He was very responsive to all my questions and concerns at all hours of the day. Importantly, Jimmy understands how to present borrowers to underwriters and lenders in a way that streamlines the review process and minimizes the back-and-forth between the parties. This saved a great deal of t

I am very grateful for Emerge Mortgage and the team for assisting me in the refinance of my home. At all levels of this process, all personnel were very cooperative, patient, and always professional in the delivery verbally or in writing. I will recommend Emerge Mortgage to all I know who are in the process of buying or refinancing a home. Again, thank you for making this process a great experience.

The loan process was a long and difficult journey but Lawerence Kaplan made it all happen and we truly couldn't of done it without him. He stuck with us and helped us overcome every challenge. Lawerence was always professional and honest throughout the entire process. We can't thank him enough for all of his hard work and for making our dreams of owning a home a reality. We would recommend him to our friends and family and plan on using his services again in the future. THANK YOU!!!!!!!!!

Matthew was an absolute pro. I am incredibly happy with our refinance.

Josh was pivotal in making our dream house become a reality. We are thankful to have had him in our corner.

I had a great time working with Loan Advisor Group. Jimmy is an excellent professional, he was very kind and made me feel very comfortable communicating him, good collaboration for everyone. You're in good hands with Loan Advisor group, especially Jimmy. Don't hesitate to contact them for services they provide.

Jimmy from Loan Advisors is amazing. He was able to close my loan in a short 24 days. Jimmy was attentive to details, told us exactly what to do, managed and exceeded all our expectations, and communicated effectively. I really appreciated the fact that he took us through every step of the loan and made us feel comfortable with the biggest purchase of my life. 10/10 would recommend to a friend!

I don't know if anyone who comes here never realize there is a great loan advisor at this place. **Aaron is the most knowledgeable person at finding the right loan program for this client. I am one of his clients 09/01/2023, and I have shopped with a lot different leaders but no one can beat Aaron's program. The best part, "There's no Stanger FEE at all." He gives me very detail on, monthly payment and minimize the fee as you can never find anyone can like he does. I highly recommend you have to try talki

Let me start by saying this was by far the best mortgage experience we have ever had!!! Jimmy was very patient answering all of our questions, we did not feel pushed in anyway!! The entire process of purchasing four homes for investment with Jimmy Alam was seamlessly smooth.. highly recommend him look no further. He can get you the best rate

Jimmy and his team care so much about each of their clients! They worked around the clock to ensure I got the best mortgage and were patient with all of my questions. I highly recommend them!

I have known Jimmy Alam from Loan Advisor Group for many years. He has always been extremely knowledgeable and professional. I would highly recommend him for any lending and/or real estate needs!

great people to work with . fast and professional will do business with them again

Jimmy is fast, Honest and makes the deal happen.

A response, efficient, and attentive team. 5-Star experience

Had an amazing experience with Lawrence will definitely be coming back for future home purchases!

Mr Peterson made this loan very easy for my wife and I I plan to use Mr Peterson in the future.

I have been working with Jimmy for years and he has always come through for my fam and I.

Worst referral you can ever give,likes to blame others for his mistakes and unprofessionalism, never doing business with this guy again.

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.