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 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.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

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

Once upon a time, this Faerie Queen needed a quick bit of banking to be done. Very hospitable…read morestaff, clean area, and transactions that are smooth and efficient. Good experience. The end.

LBS has the nicest employees. Grace at the Long Beach location was so amazing through my process…read moreof refinancing. Thank you so much for your service and great business.

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 was putting off getting help with my retirement planning because I was afraid I'd get bad news. I…read moredid a lot of research and remember hearing Delia on Air Talk with Larry Mantle. I called, set up a 1 hour appointment, and completed the financial inventory requested. She was able to explain my financial status in terms that I could understand. She agreed to let me audio record our session so I could review it after our meeting. And I left with a three ring binder containing an analysis of my current financial situation and projections for retirement. She suggested a few changes, but overall I'm in good financial health. I love what another reviewer wrote and I agree, " So for some of you women out there, smart up! Forgo one of those stupid designer handbags or trips to the spa. Invest in yourself and your future and make an appointment with Delia Fernandez."

We have been blessed to have found and be a part of JST Investment Services for nearly 5 years now…read moreafter transferring our resources from Northwestern Mutual, Charles Schwab, and other investment services. Jeff takes a proactive approach to get things done for my personal and business financial porfolio. Communication is key in this industry and Jeff is available to answer any questions you may have; now that's like having a personal investment guru at your fingertips. Service is amazing! No need to look elsewhere, give him a call for a FREE consultation and DM me to thank me later. God bless!

Jeff Tilson is extremely organized, professional, and puts a lot of care into working for his…read moreclients best interests. He's also upfront and honest! Jeff is also quick to respond to questions and gets back to me fast. I really like his articles and tips on the JST Investments Facebook page.

Great experience. Even though I was not a customer, Stan took his time to review my tax returns and…read moreprovided professional advice. Highly recommend. Thanks again Stan!

I was referred to Stan and am so happy we gave him a call. In our case, we are doing a sale of a…read moreproperty from parent to child and needed to verify everything tax wise is correct. I tend to do better when things are laid out in front of me so I asked if I could stop by the office and he was able to meet with me same day (I got lucky since tax season had ended). The office manager, Janet, was great and made us feel welcomed right away. Stan was able to lay out everything and help us understand the process. He answered all our questions and was willing to have a conversation with our Estate attorney. I will definitely recommend him to anyone I know needing a CPA.

I accidentally created a duplicate account on my mobile App and the Fidelity customer care rep…read morehelped me with closing out the second account. Also, I was given instructions on how to navigate through the Fidelity App on making transfers and trades, etc. Very customer friendly. I highly recommend Fidelity as my go-2 investment company. Charles Taum

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've worked with Matt for about a five years now and have recommended him to friends. His advice is…read moresolid, he is easy to speak with, simplifies investing and I feel comfortable investing with someone that shares my values.

From the owner: My Portfolio Guide is an independent Registered Investment Advisor. We have a fiduciary duty unlike…read moremost other institutions. We specialize in lowering investment expenses and fees by at least 25% from what you are paying now. This savings often even applies to the self directed investor who may not realize all the hidden expenses they pay. Each client is given 100% conflict free investment advice. We also focus on actively monitoring your portfolio. There is a big difference between "buy and hold" versus what most advisors/investors do.."buy and forget" Every portfolio is customized and created to meet your specific goals and risk tolerance. We also take a comprehensive look at all of your financial picture ; even with regard to assets that we do not manage directly. (current 401k's etc) We offer a complimentary initial portfolio review and complete analysis of your portfolio. You will immediately see how we can improve your current situation, save money, and improve performance!

Great experience with Trevor. Personable and a great resource and advisor. In the local area.read more

Best wealth management and financial advisor in Long beach. Thank you so much for being a trusted…read morepartner for us!