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 went into the Seal Beach office to set up accounts for my 3 grandchildren. I was welcomed by…read moreArya and ask what I needed. This young man then proceeded to help me set up the accounts. He explained what needed to be done and then helped me do all three (I never would have been able to do it on my own). He was a very friendly and professional representative for Fidelity! Thank you Arya for all that you did!

Closest Fidelity office in Seal Beach, this location has plenty of parking and a decent variety of…read morestores to shop or eat at. It has a very similar set-up as other Fidelity offices: once you walk in, you notice at least 2 associates standing behind a counter ready to help. We had an appointment with our advisor, so we mentioned that, and they let us know he would be notified and we should have a seat. We were early so waited a bit. The folks behind the counter are young, and since not overly busy, were carrying on conversations with each other. Since we were here last, the office put in a new beverage machine: the Flavia Creation 600...completely self-serve. Created a really good cup of mocha with two custom packs of hot chocolate and coffee. And the disposable packets are automatically 'injested' so nothing to remove/dispose. Coming here gives us an excuse to explore the Seal Beach/Huntington Beach area for the afternoon, which is what we did.

I was in the process of meeting several financial planners on behalf of my parents and came across…read moreDelia's information through a location search via letsmakeaplan.org. Her name was also familiar based on mentions in Los Angeles Times "Money Makeovers" articles. She is fee-only -- $275/hour -- or a percentage of AUM. Just depends on your needs. No charge for initial consultation. She provided a Form ADV which is a public disclosure form required by the SEC which details firm info, personnel info, services provided, fees, etc. I appreciated the fee-only structure because she is not incentivized to push clients to certain brands or products (i.e. annuities) for a commission like previous advisors we met. She made recommendations based on client fit and risk tolerance taking into account my parent's entire financial picture (cash flow, real estate, taxes, etc.). For my parents, who are passive investors and didn't need much hand-holding, we determined advisement/adjustments on a quarterly basis was the best route. Her demeanor was friendly, informative and patient. All of which conveyed a sense of trust and assurance for my parents. We are not official clients but looking forward to the next official review.

I went to FFA because of the excellent reviews, her experience and was listed on NAPFA…read more Unfortunately, my experience was not positive. I was clear from the beginning about the purpose of the consultation when we spoke on the phone and was willing to work with me to schedule the consultation. On the consultation date after i uploaded my docs, she just did not seem prepared. Amongst a series of problems, from the start she focused on how I could use the software program, not my primary concern. Worse, we spent 45 minutes on the phone with the software technical assistance person (who now also had access to my financials) trying to figure out a fairly simple comparison. At certain points they both appeared to forget I was there. Suffice to say, I left that consultation without my main issue fully addressed. Final straw, when I emailed her later that day to express my dissatisfaction, she never responded. She is probably a great CFP, but with this customer the experience was an epic failure.

I'm a new client I have a business and needed a refile for my 2019 taxes. I signed power of…read moreattorney he got my transcripts and refiled my 2019 taxes. I called irs and checked on what he had done , did everything he said he would . His staff is extremely pleasant lovely and responsive Juliana and Michelle are helpful and every document I've sent or dropped off has been effectively scanned and or addressed. So far I'm having a great experience. I will provide update once my services are completed . Price wise I'm a believer in you get what you pay for he is a cpa with overhead and staff . I haven't seen how much he saved me on taxes yet but I can say he did the work he charged me for and I felt it was fair for the service I'm receiving.

I was referred to Daniel Teran, CPA by my son in law who uses him for his personal and business…read moretaxes. I had been using another CPA for 30 years for my business and 7 years after I retired. I got a letter saying due to some changes in their firm they would not be doing my taxes in the future. What a shock. I always thought they were excessively charging me. This gave me a chance to find someone new. Daniel is a great businessman and knows how to treat a customer. He was very thorough answered all my questions and the return was done in a few days. I was use to waiting weeks on end. His charges were more than reasonable. He now has another customer for life.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

I find Richard Jackson, and his associates [Jonathan Evans and Tina Harmier] to be terrific!…read more They perform all the things one would expect, but they go the extra step. It is the norm to have face to face meetings so they learn our goals and expectations. Richard listens! All to often I have encountered advisors who wish to pontificate rather than respond to our needs and wishes. Richard works to meet our wishes and offers wise counsel. The most recent market decline had minimal affect on our accounts primarily due to Richard's sage recommendations. Richard, thank you.

I cannot say what a nightmare it has been dealing with these advisors. It started in February when…read morewe realized the memory care our mom was in was surpassing her income. We contacted them and I had to first declare and prove my father was dead. I sent them all of the info and had it notarized. Then after not hearing from them for over a month we contacted them again. We again had to send off all the proof of his death. After another 6 weeks of not hearing back we contacted them, yet again. They needed other info, which is still all the info we sent. We now have to add my husband to the account. Did that, all docs are notarized. Then we called again because of them being non involved on their end, and oh they need more paper work and!!! They want us to fill in info on the office side of it!! My father worked hard to proceed for mom. It's her money!! Her care has exceeded her income! We've stated that!! It's June 29th!! We've been at this since February. We're done!! One more bs move on their part to deny care to our mom will meet with legal actions!!! It's her money for her care!! It's not theirs!!! They've had the luxury of sitting on her money and now they won't let go!!! When she needs it the most! She doesn't even know us anymore and this is the biggest bs slap in the face we have to go through. They don't do their job!! They're making us do their job and figure it out for them!!