In this Koala Financial Review, we take a look at a company that is a bit of a jack of all trades. Koala Financial merged with Bonita Tax Services to provide comprehensive tax, accounting, and financial services to individuals and businesses in San Diego County. They want to be your trusted financial professionals, helping you to make the most of your resources and opportunities to enjoy the lifestyle you desire. Bonita Tax Service, an established name in the community for over 30 years, has been under new ownership since the 2011 tax season. Koala Financial brings additional financial services to the reputable tax offerings that still remain. The change in ownership brings in three new staff to serve the consumers with much of the long time familiar staff remaining.

This isn’t something you see all the time, folks. Two companies that had a successful merger, and are still going strong. We’ve seen companies in the past make a worthy attempt at merging, and usually somewhere along the lines, everything crumble apart. So what sets Koala Financial apart from the rest of the failures? We believe it was the fact that both companies didn’t offer the same services initially. Similar services, but not exactly the same. If they were both strictly life insurance companies, they would have had to deal with merging to proven systems. Instead the companies complement each other, creating a business that services a variety of consumer needs. They’re kind of like the Costco of the finance world. Why do people go to Costco? They go, because they are reliable, and they pretty much offer everything. That seems to be the secret to Koala Financials success. Reliability and variety.

In this review of Koala Financial, The CFRB Gives this life insurance company a 5 star rating. Check Our Resources page for a list of trusted companies like Signature One Capital, which have received 4 stars or better. Check Our Reviews page for more insight into trusted companies like Signature One Capital.


Staff Writer