They had so many bad reviews they cut them out and wrote their own. Nick is interested in how much…read moremoney he can get, primarily from you. He does not recognize any type of fiduciary responsibilities. He did a terrible job on my account, Terrible.

Excellent work. They have taken care of me for years. There is never a worry or thought when they…read moreare doing your taxes

My family and I have been loyal clients of OC Financial Services for years. The owner, Irene, is a…read moretrue expert and incredibly compassionate; she always goes the extra mile to ensure everything is explained thoroughly. This year, Michelle handled my taxes; she was so professional, knowledgeable, and patient with all my concerns. I can't recommend them enough, the entire staff is truly amazing!

The service here is amazing, Irene really explains everything in detail and creates a comfortable…read moreenvironment to complete our taxes. It is a valuable and reliable service and I enjoy coming here each year.

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.

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

Maggie helped me file my taxes this year and made the entire process very easy. This was my first…read moretime using her service (former tax preparer had retired) and was very pleased with her knowledge, expertise and efficiency. In 60 minutes she was able to prepare and submit (electronically) my taxes for 2023. I was prepared but was still very pleased with how quickly she was able to process information while getting necessary forms ready. I look forward to having her prepare my taxes next year as well and definitely recommend her services.

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

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?"

The best to set up your pension and assist to create the best retirement plan for anyone -…read moreWe have been well handled and advised! Debi Myers

After leaving my former employer I needed to roll over my 401k. They have been nothing but a hassle…read morein the entire process. They are holding things up on their end so I can't move my money and when I called to try and find out why they were very rude and combative on the phone. I will be doing everything possible to get my money from them and in the meantime I would not recommend them for any financial services.

I took GoldLine Financial up on their offer on a complimentary financial analysis. I learned that…read moremy existing financial plans did not reflect my current situation and goals. After listening to my retirement goals, Jordan created a custom retirement plan and portfolio that fit me perfectly. I now feel confident in my financial future with a plan I can rely on. Jordan and his team were highly knowledgeable. They answered any questions I had and put my mind at ease. I recommend them to anyone looking for guidance in securing their financial future! I worked in education for over 35 years, thank you for educating me on how to retire stress free with a peace of mind. A+ 5/5

Jordan and his team really made me feel heard. It was refreshing because of my past experiences…read morewith financial advisors. He stressed that his duty as a Fiduciary Financial Advisor was to put my needs first at all times. After our first meeting where I shared my situation and where I want to go- Jordan and his team immediately went to work. During our 2nd meeting, he presented my custom financial plan and investment strategy. He took the time to go over every part in detail. I have now been with GoldLine for over 5 years! The comprehensive planning and holistic approach is exactly what my family and I need. I've already referred my cousin and friends to Jordan. Thank You Jordan & GoldLine!

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!

They continue to call me every single morning, for a debt that is not mine. Then when I call when I…read moretry to explain to them, they have such an attitude that they won't even hear a word I'm saying. I feel like I'm dealing with a girl in junior high who used to take off her hoop earrings off. I would be more than willing to work with them, but they are impossible to work with. I would've told them that the debt is from my ex that I haven't lived with him in. 10 years but yet they continue to call me every single morning. This company is a piece of work. And not in a good way they do not get good results because they have no respect nor do they open their ears and listen. There's a reason why God gave us one mouth and two ears because you're supposed to listen. I would've been more than happy to provide them with the information so they could've gotten paid from my daughter's father who is responsible for the debt. And he is court order to be responsible for this debt. If they would've listened to me, they would've been able to contact him. I own my own house I own my own car. I have no need to pay this bill (even since I haven't even verified that this is a real bill that is owed ). Not to mention That is not mine. I have never worked at the company that is so inefficient as this one. And I've been in sales for 30 years. This company is a disgrace. They're never going get paid by the way they speak to the people they call who aren't even responsible for the debt that they're calling about. If you could see me rolling my eyes right now, that's exactly what I'm doing!