I had a great experience working with Owen Zhang and his wealth management team. Owen is…read moreknowledgeable, professional, and patient in explaining different investment and financial planning options. He took the time to understand my goals and answered all of my questions clearly, without any pressure. I truly appreciate his responsiveness, attention to detail, and personalized advice. I highly recommend Owen Zhang to anyone looking for trustworthy and reliable wealth management services.

Found Owen through Yelp, and he absolutely did not disappoint…read more From the very first conversation, it was clear that he's knowledgeable, thoughtful, and genuinely invested in helping his clients make smart financial decisions. He's helped me achieve strong returns on my investments, and beyond that, he's been incredibly helpful with other areas of my financial planning as well including opening and structuring my life insurance in a way that actually made sense for my long-term goals. What I really appreciate is that he takes the time to explain things clearly without talking over you or rushing the process. Everything feels intentional, transparent, and well thought out. I never felt pressured just supported and informed. It's rare to find someone who is both highly competent and easy to work with, but Owen strikes that balance perfectly. If you're looking for a financial advisor who is professional, responsive, and truly knows what he's doing, I highly recommend him.

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

I contacted Crossroads Planning after my mother passed away to get help with estate and tax…read morematters. John's presentation was clear, professional, and very informative. What impressed me most was the compassion they showed. Their kindness and expertise meant a great deal to me, and I've saved their information to use their services again in the future.

I had recently come into a good amount of money. I wanted to invest it and since I had/ have little…read moreknowledge about such a thing, I decided to research and find someone who could help me. I talked to 3 different financial advisors and investors before I discovered Daniel. My first impression was how warm he was with a natural calming way about him. The other guys I met with did not have that. Some had a nervous energy. Some seemed rushed or hurried and made me think that they were distracted and pre occupied. As we were talking, Daniel and I dove into the present state of my life. What I would like to have "now" with this newly acquired money. How about near future plans and distant future, ie. retirement. He had no hidden agenda and genuinely wanted and KNEW how I could achieved these goals. We drew out a plan and I'm happy to say that I am well on my way, down the path I always wanted to walk. Needless to say, Daniel is the guy that I will be using for my financial well being. I have also recommended him to my friends and family.

I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his…read moreassistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!

I find that the staff at Schwab to be helpful, knowledgeable, friendly, & pleasant to deal with…read more I'm so glad that they are my brokers.

This office is especially good because of Sydney Andersen. She is a delight to work with. She…read morecares about her clients and is extremely helpful. The other people that we have come in contact with are also nice too. But Sydney has gone out of her way to assist us with a lot of the financial matters that we had. We are very grateful for her.

By profession, I am a Data Engineer and have made very good money in Stocks, based on what OTA has…read moretaught me so far. I am in the Futures class this week. I had zero knowledge before coming in. Not only the class gave me hands-on real life trading experience (with paper money of-course), it gave me a really good refresher and new insights into reading trends correctly and setting the entry and exits correctly. Day 4, was brutal and I was feeling lost and clueless... But on day 5, things suddenly fell in place. I learnt two valuable lessons, that I was missing in my understanding. This goes to show, that having the company of experts in any field multiplies our effectiveness. I have asked dozens of questions and gotten satisfactory answers. The instructors are not giving the fish but teaching us how to fish. I am truely grateful to have this available. The fee will pay itself many times over, if you are passionate and committed to learn, be challenged and mend your ways (the last one is esp. hard for me!). Thank you Jordan, Joohong, Seema and everyone else on the staff!

I just completed the Cryptocurrency course and it was really good. I learned a ton of information…read morethat I've wanted to know for quite some time. To name a few, staking, mining, good ways to research new cryptocurrencies that I may be interested in, how to transfer from wallet to wallet, lots of information on cold wallet storage and so much more. If Crypto is an interest to you or a space you're already invested in and are looking for knowledge this is a great course to take! Merlin was amazing, he was very open to all questions and took his time to really make sure the class was following and understanding the content. He showed the class many examples in real time and really helped me understand the digital asset world. Thank you Merlin for your time and patience!

After working with several larger firms over the years, we were used to feeling like just another…read morenumber. Our experience with Warren Street has been completely different. Even in less than a year, they've already helped us save money on prior tax filings, created a clear roadmap for our financial goals, and given us a structured, easy-to-follow plan. They're extremely responsive, thoughtful, and genuinely invested in our success. We always feel heard and supported, and never feel rushed or overlooked. Veronica, Emily, and Ernest are all wonderful to work with and truly care about their clients. If you're looking for a financial advisory team that combines expertise with personal attention, we highly recommend Warren Street.

We've been with WSWA just a few months, and so far the experience has been great. The staff is…read moresuper friendly and kind, they always answer calls/emails within 24 hours if not the same day, and always have obviously read your emails and are clearly paying close attention to whatever your concerns are. And I would expect nothing less when dealing with your money-and so far that has always been the case. They have made recommendations, reorganized portfolios, offered tax strategy, and offered many other helpful tips. They really spend time getting to know you and what your lifestyle is about, what your plans are for the future years and into retirement, and give careful consideration to everything before moving forward. I'll be updating in a year or two after we see how it goes longer term. Thus far, we are very satisfied with our experience.

Derrick in person. Leah on phone…read more I'm beyond grateful for the experience I had here. Every facet of it! Dedicated parking garage and they validate. The building is beautiful. Spent over two hours here and accomplished everything needed.

I've had a longstanding, trusting. vert successful relationship with Fidelity, and the Irvine…read moreoffice is excellent--clean, professional, and welcoming. The advice from Wealth Management team is consistently solid. Some people love to knock their financial advisors--same way they grumble about doctors or the gym--when the real issue is they didn't follow the plan. These folks give you the guidance, but it's up to you to put it into practice. Highly recommend Fidelity.

My wife introduced me to Mike back when we just started dating. She spoke so highly of how…read morepersonable and hard working he was for the small portfolio she had at the time. Since then we have grown our accounts and Mike continues to deliver. He answers the phone after first ring and is thorough and detailed in his communications and explanations. We now have family members that have moved their savings to Legacy & Wealth, and they are also very happy with the results.

Mike is extremely prompt in response time and professional. He listened well to assess my current…read moresituation and gave me financial insight and honest feedback. He is friendly, easy to talk to and wants to set you up for success. I would highly recommend working with Mike to help serve your financial needs!

Great assistance on 401K rollover and Annuity partial withdraw (if you don't withdraw when your are…read more73, then IRS automatically takes half) Life Insurance on 2 of my granddaughters! Everyone involved was attentive and followed up to make sure I was satisfied! Highly Recommended .

Manny and his team are so welcoming and down to earth. I was very new to the space of life…read moreinsurance etc and his team took me by the hand, explained everything to me and made it make sense. So happy to have them on my side, I know I can go to them at any point with questions or concerns. I HIGHLY recommend TFA!!!!

Received prompt responses to my inquiries. Brian at Di Bello Financial was more than kind. Things…read moredidn't work out how I hoped, but glad I made contact with this team, as I was forwarded to other sources to better suit my needs. Highly recommend!

Very knowledgeable and always willing to listen to you. We are very appreciative of all Annette has…read moredone for us over the years.