Garrett at Crossroads is the best! He has been doing our taxes for 6 or so years and is always so…read morehelpful. He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail. Thank you Garrett!!!

I met with them for financial planning. After having me sign an " engagement letter" that had no…read moredetails of the services provided, they acted shocked at my request for some sort of written agreement detailing specific services and times. After this they stated "I was not a match". Use at your own risk. Tony specifically the "planner ".requested I send sensitive documents through email.Absolutely under qualified, and unprofessional. I have proof of his partner/ colleague in his firm doing the same thing. I've attached a picture, because the owner is lying on the review.

This wonderful Financial Plannings, Tax and Retirements office has offered the COFEC: Community…read moreOutreach Education Class; it is free, meaningful, practical and very educational! Please come to enjoy the new learnings and/or to share what you already know/want to know more about: finance, investments, retirements, insurances, taxes...subjects are different for every meetings. Trust me you won't be bored. **for Vietnamese speaking: cong dong minh co the biet them ve Terrie qua phan phong van do PhoBolsaTV thuc hien; da duoc dang tren YouTube voi tua de: "Chuyen gia noi gi vu cong ty My lua dao cong dong Viet quan Cam 25 trieu do?"

Terrie Bui is absolutely amazing coaching, training, and providing value to those she works with,…read morearound, and for.

I've been feeling unsettled about the stock market for years leaving my IRA in a money market…read moreaccount producing hardly anything because stocks seem to risky right now. What I like most about the service Dimitry provides is as follows: 1) you set up the account with Wells Fargo so it's safe. It's not under someone else's umbrella where you could lose your principal. The account is in my name. 2) they don't nickle and dime you for each service. Many of these companies charge to write a check, make a deposits etc. I like the straight forward approach offered here. 3) My self directed IRA started working for me right away when a friend wanted a 1st trust deed. Now I'm safely yielding tax free income. All in all this is a super system Sense Financial created and they are not opposed to hold your hand and walk you through the process.. A+ Highly recommended.

*** Note, they don't make/sell loans - they set up solo 401k's***…read more I have been a customer of Sense Financial for 6 years, and it's been a phenomenal 6 years. I cannot say enough about the level of customer service and knowledge that Sense Financial has, and shares. Sense Financial is and has been 100% responsive the 6 years I've been a customer, and they are dedicated to helping their customers manage their 401k effectively and in compliance. If Dmitriy thinks you're going to act in a way you could be non-compliant with the IRS rules, he will tell you. If you push it, he will make it clear to you that the IRA is not to be toyed with. He is the person you need to navigate these rules. I have seen companies with excellent customer service. Sense Financial, however, has the Single. Best. And Consistently Best Customer service I have experienced. His support team as well have Always Been on point. The wealth of knowledge on the client portal is copious, well organized, and detailed, but written and organized in a way that's easy to follow. I will not trust this part of my portfolio with any other company, or guidance in my 401k from anyone but Dmitriy.

I had such a great experience working with Patty to get my life insurance. She was very helpful,…read morepatient, and made the whole process easy to understand. I really appreciate how she took the time to answer all my questions and make sure I felt comfortable with everything. My mom has also been working with Patty for years, which says a lot about how trustworthy and reliable she is. I'm so glad I decided to work with her too. I highly recommend Patty to anyone looking for someone who truly cares about her clients and helps them find the right coverage for their needs!

Yes, this financial specialist were amazing. My advisor - JC, he's amazing & does explains…read moreeverything we need to know. TFA did my living trust review & we were satisfied. Perfect! I don't normally trust anyone specially in regards to our financial savings. But through the help of JC , we (husband & me), we believe in him, trustworthy. He spends time to explain to us word for word in a matter that a layman person will understand.

Maggie was very helpful over the phone with questions and I would definitely use her services again…read morefor tax prep! I had questions about how to manage my retirement funds effectively and how to mitigate tax penalties and Maggie was very knowledgeable about the potential impacts using just a few statements from my brokerage account! If I had known it was this easy I would not have spent months agonizing over what to do when we were able to answer my questions in less than an hour! Maggie is very responsive to inquiries sent through on the website and to phone calls!

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.

Thank you so much for your overall service. We had many questions regarding our retirement &…read moreinsurance that they helped us understand. Wish we would found out about you years ago. Andi

Jeff, thanks for the advice. I used to work in the financial industry and I don't usually take…read moreadvice from anyone. I met with Jeff and he had some great pointers that made so much sense I just wish I had known them sooner. I will continue to have Jeff review my portfolio in the future.

I just recently restarted my account with Yelp to post a review about another business. It showed…read morethat I had an "unfinished review" about Excellent Credit Score so here I am in 2023 finishing it up. I was shocked to see the negative reviews as I had a great experience and Tom helped me (starting around 2013/14) to help me rebuild my credit after several negative credit issues. I started in the low 600's and with Toms help (that must be followed to achieve the results), my score ended up in the 700's. That was critical in my then situation as we were house shopping. It took a lot of discipline and budgeting, but with Excellent Credit Score's help, I increased my credit score enough to be able to make that home purchase. Fast forward to 2023 where houses are pretty much unaffordable, Excellent Credit Score was a huge help in helping us establish good credit and create stability in this very unstable market. Tom and his business deserve a solid 5 stars.

After about 1 year of doing this program my credit score has improved very little, not as described…read morewould happen by the owner, before I paid. I had repaired my credit before, many moons ago, and know what it takes. It is stressful so I thought paying someone else to do it would be helpful. This service still requires quite a bit of work. They send you letters that you have to sigh, mail and include copies of of DL and SS cards. As well, you have to scan and email and credit reports when they come in. All they do is query all the negative items on your bureaus over and over and over ad infinitum. When I asked for my money back, Tom Fahrny, the owner said I didn't do what I was supposed to. Coincidentally there is a secure messaging service you use to communicate back and forth, my account was no longer accessible to show him that I had done EVERYTHING they asked. I also have 100+ emails from his employees with instructions acknowledging I'd be doing my end of the agreement. As a side note, I had 3 old accounts that were active collection accounts from years ago. It took me 2 weeks to resolve them, without his service. Also, I spoke to someone else who is cleaning their credit up for their brother using Excellent Credit Score, they told me as well they'd be asking for their money back, due to poor performance. Save your money, use it to settle with the people you owe money to. And if need be, write the letters to the bureaus yourself.

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

One of the only places I've found that is friendly for early investors. Robby is the best.read more

We were introduced to Jack through our good long time friends that use him for several of their own…read morefinancial ventures. I have to say I have been very impressed with everything they have helped my family with so far such as setting up my 401K , family trust and real estate investments. Kyle and Andrea at the office are always very helpful to answer all my questions and take the time to explain things. They have managed to make me money even with the terrible stock market conditions in 2022 which is very impressive. Thank you again for all your hard work and having my families best interest at heart.

Very bad financial performer !!! Steer clear if you have…read morelimited Retirement assets!!! I lost so much money!! I am so sad !!!!! My husband and I were referred to Jack Keeter by our financial advisor, When we met him, he portrayed himself as a dedicated family man committed to his family and a good christian. We unfortunately believed him and trusted him!! I put my precious modest retirement funds in his hands , and my husband did so as well, For six months I didn't have access to my account , Thinking my money is doing well and his presentation to us was so grandiose, I am in good hands !! Wrong !!!! Wrong!! When I got access I was shocked at how much money I lost !!! He was buying stocks and not monitoring them, when the stocks were losing, he had set the account on automatic sell if the stocks lost 8%, so they were sold low!! then a week or two later the same stocks recovered to where they were at before the loss, so he or his partners bought the same stocks at a much higher price!! Then they sold them low when they lost 8% of original price. So basically He was buying high and selling low completely the opposite way of "stocks 101" !! I discovered this during May 2018 when I finally decided to get access!! I was devastated!! My modest nest egg is loosing so much !!! When I called him he said he will now pay more attention and do his best to buy winning stocks! I GAVE HIM A SECOND CHANCE!!!!! Big mistake again!!! November 2018 the stocks were so unstable!! I had shares in about 11 different entities, No profit at all, all loosing money!! I called him and asked him to sell everything and put everything in money market till the market stabilize. At first he didn't agree but I was firm !! Luckily i made that decision because December 2018 was terrible due to stocks instability Even on TV they were recommending to people to keep their money out of stocks, December 2018 he decided to resign from being in charge of my retirement assets, he said it is not fair to him !!!and gave me 30 days to be on my own with Charles Schwab !!! He caused me a severe clinical depression and sadness due to the fact that I lost so much money!!! I am now very angry at him!! Nobody should put their precious retirement with him! Unless you are a multi millionaire and you can afford the losses!!! A terrible experience that has consequences for the rest of my life!!! Very Bad financial advisor !!!