I went in this morning to set up an account, and my mom also needed help transferring her existing…read moreaccounts. Mia S. was incredibly warm, patient, and thorough in walking us through the entire process. She was fully engaged and provided us with exceptional support throughout our visit. I would highly recommend Mia to anyone in need of accounting services.

The people here were nice and was able to gel deposit my check really quickly. It was also really…read moreclean and easy to find parking. Not sure why so many negative reviews

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 highly recommend Garrett to anyone looking for a knowledgeable and trustworthy tax agent and…read morefinancial planner. I have been going to Crossroads Planning for the last 5 years to help with tax preparation, financial planning and investment management. He goes above and beyond to provide personalized guidance to help me make informed decisions about my financial future. Garrett takes the time to explain everything clearly, answer questions thoroughly, and ensure that I feel confident and comfortable every step of the way. His professionalism, attention to detail, and commitment to the clients truly set him apart. Whether you need help managing your taxes, planning for retirement, growing your investments, or building a stronger financial future, Crossroads Planning provides valuable guidance and outstanding service. It's reassuring to work with someone like Garrett who genuinely cares about your financial well-being and long-term goals. I highly recommend Garrett to anyone looking for dependable, comprehensive tax and financial services!

I am so grateful for the advice of my Pure Financial Advisor, Richard Alexander. He has been…read moreenormously helpful in laying out my options and giving me sound advice to secure my financial future. Pure Financial's staff is excellent and efficient. They have done a fantastic job pulling all the financial pieces together to create a smart portfolio. Pure's website provides me useful and timely information about my investments. The firm also provides helpful video presentations to help investors understand the markets and their investment strategies.

I spent the time and energy to meet with Joey Bailey and then get all of my statements together. He…read morethen cancelled my 2nd appt. Stating he was getting his office remodeled? Then I emailed a couple of times asking to at least email me back why he's cancelling me. Then left a message. Completely ghosted me. If you are that unprofessional before getting my money, what will happen next?

Contact them cautiously. I got a letter from CMRE financial…read moreservices for some medical charges I don't recall using. Then I call them with my caller ID hidden (by dialing *67 before my phone number). They asked me my DOB but I didn't give it to them because I am afraid that is a scam. She then verified the mailing address and the Account number printed on the letter. I asked them about the charges and the representative told me this is for 911 service on a certain date in a city I never been to. The representative told me she can verified the last four of my social to cross check if I used that service. I told them my last four digit and she said that they got the wrong address and there's nothing I need to do. I am regret that I provided my last four of social, but I want to take out this from my record badly. Finger crossed. How could they randomly send out this kind of debt collecting letter to people?! I am still very suspicious about their actions!

I have been receiving recently non-stop calls from this company and I have yet not received any…read moreletters like everyone else here. However today , I received a text with information about an account placed at their office. I have never been to this office ! So strange. It has a link and it has CA license # too . Not sure if it's. SCAM!!! But I will figure it out

I have been with Edward Jones for almost 10 years now. I have had a couple other advisors handle…read moremy daughter and my account over the years, but Charles has by far been my favorite. He is kind patient and extremely knowledgeable in handling our investments. Charles makes sure to explain our accounts in detail, until we fully understand. His secretary Yolondra is just as kind making the office atmosphere a pleasure to visit. I highly recommend Charles and Edward Jones.

Thank you for the fantastic presentation by Mr. Epstein. As usual it was extremely informative. The…read morequality of presentations afforded your clientele is so conducive to improving one's portfolio. You and Yolondra are definitely number one as far as I am concerned.

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.

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.

I highly recommend Wealth Advisor, Nico Anduze @ Gerber Kawasaki Wealth and Investment Management…read moreteam. I rest assured working with such a trustworthy professional. From our very first meeting, he demonstrated exceptional understanding of wealth management and a true commitment to my financial goals. I especially love that he takes time explaining complex investment strategies in a way that is easy for me to understand! And if he has to review it a second Or third time ;-) (because I'm more of a creative artist and not much of a money person) he's amazingly patient and such a good teacher. He gives me complete confidence in my financial future. Thanks a million Nico! You have helped me understand and helped me get to a point where I can retire and for that I am forever grateful! Anyone who works with Nico will discover quickly that it is rare to find an advisor who combines this level of sharp financial expertise with genuine care & the ability to clarify questions & concerns with peace of mind. It's been an incredible experience and looking forward to our continued work together. I highly recommend his services to anyone looking to secure their future and learn new investment & retirement strategies. FIVE STARS all the way!!

The Sackett organization founded on a commitment to personal & professional service continues after…read moresome 20 years PRAM's "go to firm" for all of our accounting needs. As a Pharmacy Risk Management firm doing business nationally with complex accounting needs, their staff is always there to meet our personal and professional compliance obligations. We believe they may be the best kept secret in Southern CA. Call them and find out why. David P Wilson CEO and Founder PRAM

We needed a new tax person as our long term one had retired. A couple friends had referred us to…read moreMike at Sackett Financial. We are extremely satisfied with his services and at a reasonable rate! Thank you Mike, we are your new long term customers.

I have been with Lighthouse for 4 years through my employer and couldn't ask for better customer…read moreservice. My emails and phone calls are always answered promptly. Love Muey! And a big thank you to Mike Verity. When Mike takes the long drive to our area in Rancho Mirage he takes his time to explain the complex process of my investments and long term financial goals. Thank you, Lighthouse....you are a beacon in this crazy world.

I have been a client of Lighthouse Financial Services since June 1997. Over these 27 years the…read morefinancial markets have soared and crashed but through it all we have always recovered from the lows and exceeded past the highs. Unless you have complete trust in your financial advisors these fluctuations would be very stressful. With Lighthouse managing my portfolio they have proven over decades to be honest, reliable, and highly qualified stewards of my investments. George, Rob, Mike, Muey and their entire staff are respectful, available, and provide clear and understandable advice in managing my investments. They have earned my trust. I have been very pleased with their tax preparation services too. I have confidently recommended Lighthouse Financial Services to both friends and family members.