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.

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!

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.

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid…read moreadvice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them.

Sarah did a fantastic job with my taxes this year. Sarah was very detailed and very professional. I…read morewas extremely happy with how my taxes turned out and that everything was filed electronically. I would definitely refer Sarah to anyone looking for professional CPA Services.

My husband and I moved to Laguna Hills area last year and found Ms Nagel on the search. We are…read morepleased with her service from the live answering of the phone to prompt scheduling of an appointment. Her knowledge and use of most up to date technology, as well as her knowledge of tax return preparation and policies makes us feel confident the job will be done efficiently and accurately.

We are very happy clients of David's. Working with a small fiduciary company has been a big…read moreimprovement over our previous experience with one of the 'big guys'. You are definitely part of a family here. The advice you receive will be tailored to your situation and needs.

I'm writing this review to share my honest experience with Kanani Advisory Group. Unfortunately, it…read morewas extremely disappointing. They advertise several free services -- including a *free retirement roadmap* and a *Morningstar performance report* -- but none of these promises were fulfilled. Instead, every interaction felt like a push to collect more of my personal information rather than providing any actual value. Over multiple scheduled calls and meetings, they repeatedly asked for additional documents such as my brokerage account statements, IRA information, and even my date of birth, all with the promise that they would produce a Morningstar report. Despite giving them everything they requested, they never delivered **any** report or useful analysis. When I asked about the "free retirement roadmap" they promote, they simply told me it was "too early" for that -- even after several conversations and after I tried to engage with them as a serious prospective client. It became clear that their main goal was to gather personal information and convert me into a client **before** offering any of the services they advertise. No transparency, no follow-through, and no deliverables. I genuinely approached them with the intention of hiring them as my financial advisors, but their lack of professionalism and failure to keep their promises made me lose trust in their process. Overall, a very disappointing experience.

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.

The Financial Coaching Group, Inc. - Michael and his team Have provided excellent communication…read moreregarding the accounts our family have entrusted to their expert care. We are quite happy with the level of investment returns we are receiving, and whole heartedly recommend this firm as a reputable and caring company to entrust your future retirement funds and investments.

Outstanding expertise and service! They really care about their customers. Mike and the entire…read moreteam are approachable and dedicated.

Scott, Kim, and Taryn have been amazing people to work with. We're now financing our third store's…read moreequipment with them. It's been easy, clear, and helpful. They will be our go-to financing company for as long as we do business. Thank you for being part of our journey. -Alebrijes Bakery team.

Stay away from this company. My rep Ryan misrepresented what this lease offers, they even put 4.76%…read morerate on the LOI term. But when it came to signing the actually contract, it was totally different, bait and switch. Imagine borrowing $170k and finding out you are paying over $330k in less than 2.5 years!! Currently have my lawyer involve as my lawyer review absolutely agrees they have deceptive lending practices. Trying to talk to the portfolio manager Chris, is like talking to the slickest car salesmen, having you believe they doing you a favor. Look at most of the reviews, their whole bait and switch lies in putting low interest on the initial form, but its comes out to over 25% per annum, ON TOP of paying additional "fair market value" of whatever you have finances (which was not disclose in the email) snuck it in the fine print. They keep telling you it's a write off and 90% of fortune 500 chooses this option. total BS. Bottom line, do not do business with them. This the first time I have an attorney involve because I hate feeling cheated, and Ryan never returned my any of my calls or emails. I let the rep that referred me to them know of the experience and he was not aware, and he does not plan to refer them any further business. Trust me, Stay way.

Eric is the best financial advisor. Never misleads you. Has always gotten me a good returnread more

Eric and now Brady AND the entire team have helped me so much! I really appreciate their patient…read moreway of helping me understand and execute actions for my financial security. They make a little fish like me feel important. Thank you!

The staff at OFI truly care about their clients and it shows in the personalized attention they…read moreprovide. I highly recommend OFI to anyone in need of their services!!

From the owner: Providing you with a family office approach to holistic, goals-based financial planning. We take…read morecare of your financial needs including: research, analysis, strategic planning, communication, paperwork, and most importantly, behavioral investment coaching towards your customized wealth management financial strategies.