Rockpoint Legal Funding

Rockpoint Legal Funding

Reviews Summary

Overwhelmingly positive, with most reviews praising the company's helpful, professional, and compassionate service. Many highlight quick funding, clear explanations, and excellent customer support. A few negative reviews cite slow responses, lack of transparency in denials, or delayed updates, but these are rare exceptions. The consensus is high satisfaction, with frequent mentions of recommending the company to others.

About This Listing

Bookkeeping
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory

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

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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.)

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Features

Bookkeeping
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory

Contact Information

Address

841 Apollo St #350

El Segundo, California 90245

Hours

Sunday Open 24 hours
Monday Open 24 hours
Tuesday Open 24 hours
Wednesday Open 24 hours
Thursday Open 24 hours
Friday Open 24 hours
Saturday Open 24 hours

Customer Reviews

Obie was very helpful and patient I'm very appreciative of how she handled the conversation and work. She also went through step by step with me to sign the document very professional and efficient. One of the best workers there for sure.

The young lady I spoke with Olivia was great A+. She talked me through the paper work and the processing . Answered all my questions. Gave me information that I should know about and how things work. Very knowledgeable and professional. A pleasure to speak with.Very easy and smooth transaction. Thanks Rockpoint and staff.

My first time contacting Rockpoint Legal Funding and Ron was very helpful and displayed good customer service. Got the application process done rather quickly. He said I should hear back sometime next week. Since my lawyers office and name were on the list , it'll be a faster process. Thank you so kindly.

I want to say that sometimes, you run into a customer service agent that is concerned about your well-being. The agent Eileen listen to what I had to say and what I was dealing with. She was so concerned about my family and about how we are trying to stay living and moving forward in our lives. I felt so comfortable talking to her because of her genuine attitude toward what I'm dealing with thank you Eileen for everything God bless you!

Thank you Anthony for your help, you were really helpful and just a great person and I'm really grateful for how you treated me, thank you so much. It says that my sister Letitia posted this, but actually it was me James Lipston her brother who posted this about Anthony who was an amazing guy

Customer service was 100% friendly like most applications over the phone I didn't get asked the same question more than once. He was very polite in the car didn't drop not once I'll update you on the outcome given. Thanks Rock point.

Amazingly quick, friendly, and helpful. They helped me start the process of getting my life back on track after my car accident. Thank you Rockpoint

I'm glad to say that Rocket point legal finding has helped me in a tremendously way in my time of needs, they are very direct, friendly and definitely get the job done. I will recommend them to family/friend. Any time keep up the good work.??

Honestly I wasn't sure a loan would actually go threw on my injuries. Since I was trapped in a burning apartment fire on January 5th of this year. Rockpoint legal funding actually handled my application and took me through the process and that following week they send me the payment and that was pretty awesome ??. Thanks ?? And times are really tough looking for a place and money is suuuper right right now but thanks to them I'm covered....

This is now the third time doing business with them and this is also the third time I leave with a smile on my face and 120% satisfied and happy. The representative was 10/10 awesome ,professional, understanding, supportive, and committed to getting what I wanted and in a timely manner. Rockport Legal Funding definitely getting a Holiday basket from me EVERY YEAR. THANKS FOR EVERYTHING AND ALL YOUR HELP. YOUR FRIEND FROM SOCAL JOSE EUGENIO

Ron is super sweet and was extremely sympathetic with my situation which I really appreciated. He's helped my sister out and really took care of her and now he's helping me out! Thank you, Ron!

Today's date:05/15/2025 I spoke to a team member Eileen is her name this morning and she was very helpful she had a positive attitude and she took care of everything that I needed to be taken care of I really enjoy working with rockpoint legal funding they are an amazing company and have amazing customer service and they get your needs taken care super fast If I were to refer anyone I know that needed there assistance I would refer them to Rockpoint Legal Funding no doubt thank you for your hard and fast w

Eddie was extremely helpful. I totally recommend this company. He was polite, understanding and was willing to help. Thank you EDDIE

The gentleman that was helping me apply was very patient. I am getting over strep and my voice goes in and out. He was very kind and made me feel better about not being able to talk properly. He was knowledgeable about the services offered and explained the process.

I had a great experience with the customer service his name was Jr and he did a great job with helping me through the whole thing I stuck with me to the very end make sure I got everything done right and I was very pleased with his service and I would say he's a good asset to you guys company

Yesterday, I spoke to Alejandro to take a loan. I need money now and wanted the process to be gentle. I made the decision to work with Rockpoint Legal Funding, which wasn't easy because I didn't want to take on more debt or make a mistake choosing a company. However, the agent I spoke with thoroughly answered all my questions and was extremely knowledgeable about the process. His patience, professionalism, and ability to treat me like a person rather than just a case made all the difference. I felt much mor

Ron has fantaboulous communication skills. Made me feel comfortable. He was extremely informative and his positive vibes are on point. I'd recommend this company with my eyes closed!!

Let me tell you something there are a ton of companies out there that advertise so much bull let me tell you if you want the advance to go smooth and a company that is not going to blow a bunch of smoke then call Rockpoint Legal Funding when I decided I was going get a pre settlement advance I did what I assume most people do I Googled it and I tried using the first company that got back to me well when the final break down hit my attorney's desk he called me up and said to me that he will not sign off on

J R was kind and helpful with this process. He made it fast and easy. Thank you to you and your company for great customer service.

Anthony was great. He was timely and efficient. I am very satisfied with his assistance.

My agent that I worked with was JR. if I could give more than 5 stars I would. The amount of professionalism and effectiveness to get my loan to me when I needed it was top tier. I would recommend JR and the rock point lending to any one in need of a loan.

At first I was disappointed because I didn't understand how the process worked, but now I think that these guys are great. They've helped me in so many ways. More then once and twice. They stand beside their word and they work very fast. I'm VERY impressed with RockPoint.. Thank you guys

My case is still pending, but the bills are always an issue. Rock point has been able to assist me pay my bills and take some of the pressure off. I'm now able to follow up on medical appointments and make my monthly payments and relieve some of the stress of waiting. I am thankful for the team at Rockpoint, always professional and fast!

I would recommend reaching out to Rockpoint Legal Funding for help while you're case settles. Mauricio, is the man. He's very friendly and helpful in explaining the process. Very greatful and Appreciate their service.

The man I just got off the phone with was wonderful and very helpful. I hope he is the one continuing my process on the other end as well! Thank you! I give him 5 stars, the company 3 right now bc I have been waiting since early yesterday to hear anything from anyone! Also I have no idea what they will charge for advancing me oh say a thousand dollars?!

I would just like to say that I am really disappointed with this company. I Applied for pre-settlement funding. I have a strong case personal injury case. I was not approved for funding. I was not given any reason why. These clowns didn't provide me funding and they took several days not two days not three days several few days just to tell me no and no reason behind it. They could?ve told me no within one or two days within 24 hours like they advertise, but that Wasn't the case. I had to call them several

R j was professional and served his purpose while accepting my call. I put in an application to receive funding on my case,I'm still waiting for an update regarding my status. Hope to get good news sooner than later.

Eileen was very helpful In explaining the whole pre settlement process to me and made sure she had all the correct Information moving forward and was overall very nice and professional

I worked with Aileen and she was wonderful.. She answered all my questions and she was compassionate thru the whole process. I highly recommend this company

JR's customer service it impeccable he has always been very helpful with any questions I may have thank you Rockpoint for being there when I needed a financial boost

JR helped me get additional funding for my childhood case, was very proficient and patient while helping me, thank you so much for the improvement, I appreciate your help getting my resettlement loan!

The customer service is the best very helpful people Mr.Ron get everything done rite

Great over the phone helped me with everything also explaining if I didn't understand

Very reliable and very friendly fast service also, special thanks to you to JR!

Ron is the Best, He needs more than 5 stars he is that amazing, Ron is very patient and very knowledgeable and very professional thanks so much Ron for getting me in the right direction!!!!

I had a great experience with Ron from rockpoint he is amazing help me get my loan fast

Ron with Rockpoint is very helpful and cares. Excellent lending company with great rates they will help you ??

These guys are great they have been doing everything in their power to help me out they went Way beyond the duty of the job to help me and make mine recovery a lot better than I am anticipated I want to thank you very much and keep up the good work guys you are doing great

Great customer service answered all my questions he explained all the details he was very polite all in all I was satisfied I know that in the future if I need help I know I can rely on Rock point. Thank you

The gentleman who called was very quick and knowledgeable he answered all my questions and made sure everything was signed and completed before I hung up from the call

Great company to work with when you are in need of financial help. All staff have been communicative, attentive and has gone beyond there job to provide me with ease in times of stress in our current economy as a I am going through my personal injury case.

So far they have been there through this process of and helping me with my needs and I am grateful for the team and Ron for helping me out in my recent acquisition thank you and God bless

He is very helpful and ty for helping me. Bc with the money I'm going to buy me a car and fix my teeth. So I'm sending a Pic of my new car!

I JUST WANT TO SAY ROCKPOINT WAS RIGHT ON POINT WITH ALL THE HELP THEY PROVIDED. MANNY WAS AWESOME. IT WAS LIKE A WALK IN THE BALLPARK. HE WAS VERY HELPFUL N FRIENDLY. I APPRECIATE EVERYONE THE WAS INVOLVED HELPING ME. THANK YOU SO MUCH. YOU GUYS PULLED ME OUT OF THE DITCH.????????????

Very polite Aileen very informative answered all my questions before i even asked which in love in an operator assistant anyone who answered the phone I think she deserves a raise so whoever is her boss i hope your reading this

Rocket point help me so much the experience with them was easy and fast got me out of situation which puts less stress on myself very recommendable

I would definitely refer friends to this company. They made the process very short quick and easy and listen to every question I had and had an answer immediately.

Easy to work with and quick response ! Eddie was really helpful at making sure me and my friends were well taken care of . Thanks Eddie

So far they have not been very helpful at all !! They are super slow every time I call to ask if they need anything else they just tell me oh it's still with our underwriting team will let you know more later on. I'm like later on ?! I thought this was supposed to be fast cash for my case that I have already been waiting for long enough they are causing me a lot of stress and just don't seem to want to move very quickly for me at all !! I don't know hopefully that changes because this sucks !!!

They really know how to come through and help doing difficult times make sure you go out and check Rock Point out today for a loan it's easy as 1 2 3 and the customer service is excellent sincerely JB

First off id like to express my gratitude and and Say thank you for being there for me in my difficult times....Y.ou all move the Filling out of qm y fo the lrm process go by very quick. There was No waiting time at all.

Rock point legal FUNDING is amazing you get your settlement money quick I wouldn't go to any other place. I would give them 10+ Stars

They're very grateful they help a lot they do a nice job thank you very much for helping me out.

Rockpoint is straight forward I sign my agreement for the amount i requested yesterday an received my funds today via western union Anthony was so helpful thanks rockpoint for assisting me in my time of need??

Eddie you were amazing. Your customer service skills are impeccable. I sincerely appreciate you!

These guys have a smooth and fast process the girl I talk to made things simple straight to the point

Mr JR was very professional and glad to present me with God's blessings. They are truly doing God's work. Thank you all very much. God bless Mr JR

They ask for a 5 star review, but won't give status updates. It goes to the mysterious ?underwriters?, who won't take phone calls. No idea how long the process will take.

Rockpoint Legal Funding is truly an exceptional company! From start to finish, they provide top-tier service that goes above and beyond expectations. Their team is incredibly professional, efficient, and compassionate, making what could be a stressful process feel seamless and straightforward. One standout is Nana, whose customer service skills are absolutely phenomenal. She is patient, attentive, and genuinely cares about helping clients. Nana?s ability to handle every situation with grace and a personal

Good customer service very helpful explained everything very well. If you ever need a loan, I will advise them.

Rock Point Legal Funding delivers. Referred by their client, Lenora Holmberg, Rock Point navigated the process with precision and secured the funding I needed quickly and efficiently. Their communication was excellent. They are, without a doubt, the best in the business, and I wholeheartedly recommend them to anyone seeking legal funding. They earned my trust, and they earned my business."

As detailed in Ads . Wonderful service, kind staff very transparent along the way . Fast options to choose your payment. Highly recommended

Hi Ramin was very nice eazy to speak with amazingly helpful & a genuinely nice I recommen rockpoint funding

I want to thank more than anything to all the assistants who help excellently with the contract of the loan bringing a very good service to the client really thank you very much guys

Thank you so much for all the help. The staff were so professional and patient throughout the process. Thanks again.

you have been great and the way you explan things was easy for me to understand. and i thank you and your team for everything you guys do for me (us)

I am shocked at reading all these reviews because my experience has been far from 5 stars. I applied over a week ago, and still nothing. I will be fair and make it known that my attorneys office was probably the main factor in the initial processing portion. However after I'd been approved I signed documents and everything and after it's finalized I get a call regarding my banks name, I had accidently put it's like sister company name...so my fault, but guy from rockpoint tells me he doesn't know of they ev

Rock point legal Funding has always been there when I needed that extra money. They 100% professional & the most friendly customer service that I've ever experienced. Thanks JR your the best in my book.

First time using this service and I have to say I was impressed , great service fast response , contracts are straight foward and easy to understand and everything was done in a professional and timely manner

You guys are awesome and have been a big help in every step of the way I just wanna thank you again and again

Outstanding customer service! Eddie was extremely helpful, thoughtful and courteous. All of my concerns were easily handled without a shred of any anxiety. I am so grateful! Thank you Eddie!

The representative, was very helpful in answering all my questions and concerns.

Took forever to respond didnt have the common curiosity to tell me tonmy face that i was denied they left me a voicemail with no alternative solution it was a voicemail soni couldn't asked any follow up question unfortunately i would not recommend them to anyone

Chris has excellent customer service skills he contacted me instantly and was able to help me right away I never got a loan this fast before especially when I really needed it and the interest rates are amazing lower than any of the other companies I contacted thanks Chris for helping me

Amazing company that has helped me relieve the stress of paying my rent and bills while my case is ongoing as I write this review special thanks to Emmanuel for calling me and helping me with the process as well as EVERYBODY at Rockfunding for their excellent service

Great customer service, he walked me through everything, patient individual, real helpful...

I can't sing the praises enough of Nana from Rockpoint Legal Funding who helped me out with my situation. She was kind and took the time to listen to everything I had to say. She gave me very honest and informative answers, and allowed me to ask as many questions as I needed to feel comfortable with the process. Unfortunate, I'm currently homeless, and Nana was GENUINELY eager to do everything in her power to help expedite my case. She was also very honest about the limitations that she had and didn't fill

Just to follow up my experience with rock point legal funding was absolutely incredible they make you feel like they know you and they understand what you're going through and as long as you're information is good your treatments going well they go beyond and above to get the funding you need to help you while you're getting treatment and settling your case undeniably I recommend them for funding.. to all who read this have a happy New Year.

I highly recommend Rock point to those in financial needs. They are very professional with great customer service.

Working with JR & eddy was a dream come true very helpful and professional I recommend Rockport legal Funding.for everyone Thanks again Jerry Orr

I suffered a debilitating injury involving my brain and my neck almost 2 years to the day. The injury world is very difficult to navigate and it's ever evolving and changes at a blink of an eye. This is the first time that I have submitted anything when it came to Funding and I cannot thank the team enough, especially Maurice for being so kind and so patient for somebody who's not patient to understand my needs and to take this tremendous burden off my shoulders while my case comes to fruition, thank you

Great customer service and another great guy I talked to today

They were amazing. They help me get out of a really bad situation. I will recommend them any day to anybody awesome team.

Great customer service always great service. Recently been going through a hard motorcycle accident and they are very well with making sure I'm okay, financially wise.

My experience with rock point has been nothing but a good experience and hassel free ,with no stress and great communication, I would recommend rockpoint Legal funding to anyone who needs assistance in times of struggle! I say thank u once again to all staff at rockpoint Legal funding ... Aloha til the next time .

My first and Second time Working with rock point was great customer service good They take care of business on the spot this is my third time in Aileen was A great customer service five star

Hommie that helped me was extremely informative kind and helpful when I was full with questions and may have irritated anyone else that may have delt with me .. I appreciate you guys

The young man that I spoke with also helped me with my application and I must say that He was a doll and I am very grateful to have had such a wonderful person helping me and explaining things to me every step of the way . Thanks Again young man (CHRIS) I believe.

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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.

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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?

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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.

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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.

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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.

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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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