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.

Very informative, difficult to reach but advice was excellent, office was very professional and…read moreoffice staff was polite and helpful...I will return.

Wow... so glad I found this firm! Very personable and professional. Found out he had been managing…read moremy next door neighbor's business for 20 years. Wish I'd known sooner!

My 1st time doing taxes with them and the process was extremely easy. They also did my taxes from a…read moreyear ago and everything went well. They were also really quick with the service and kept me up to date. I really appreciate it. I will definitely do my taxes here from now on.

Joe is the best CPA I have used. I feel his work quality is excellent and prices very fair.read more

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?"

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!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

We started working with Jason a few years ago, before I and then my wife entered retirement. He has…read morebeen a (financial) lifesaver in guiding us through the process, giving great advice and education, and making sure that our finances were, are, and will be in order. He has pointed out many things in the complex world of modern finance that we were unaware of and saved us from several big mistakes. Where we were once very apprehensive about if we had enough money for retirement and what to do with it, we are now knowledgeable and confident. Finances are now one of the least of our concerns now that Jason is guiding us, and we are spending our retirement years enjoying life! We have easily saved/re-invested/made more money than it costs to have Jason looking over everything for us. And the peace of mind is worth its weight in gold.

Jason, is amazing at simplifying and helping me understand the importance of saving and planning…read morefor my retirement. In our first session he sat down with me and taught me how the stock market works and various concepts within the retirement planning process. He then showed me what can be possible if I start saving and investing now while I am still young. After having spent time teaching me the various retirement concepts and answering my questions. He helped me create a savings plan that is right for me. I am so grateful that I met with him. Thank you!

I had a really poor experience with Mr. Robinson. I found him to be unhelpful and confrontational…read more I feel like I wasted money on his services, because I left without my questions being answered, and the one time I tried to follow up, he was so cantankerous that I decided just to go elsewhere.

Lee is exactly what you would imagine an old school tax accountant to be, honestly I am surprised…read morehe doesn't have one of the green visors to shade his eyes. That said, Lee really knows his stuff. I had a couple of questions about some nasty looking forms I had received, and he put my mind at ease immediately, and explained what to do about them. He has a cool office very close to Main Street in Huntington Beach, so go see Lee, get your taxes done, then go to Main Street to celebrate, how easy is that! Taxes are never fun, but at least with someone like Lee on your side you know you are getting them done right, after all, who in their right mind wants to mess with the IRS.

Not sure why Kyle doesn't have any reviews on Yelp. Was initially hesitant to go with him, but…read morechecked him out on Google and people had some good things to say. Anyhow, called Kyle about what my best options would be to handle some Business debt I've incurred and he was super helpful in getting me the information I needed to make a more informed decision. There was no upsell, just advice and I appreciated that a ton and found it super refreshing. Anyhow, thanks again Kyle!

From the owner: Onitus Capital specializes in investment management, estate planning, tax strategies, employee…read moregroup benefits and company retirement plans. Call today to start planning for your future!

Chi constantly communicate with me throughout the process of transferring my investments and…read moreobtaining life policy. She's very knowledgeable of her products and explain everything in details.

If you need a financial planner you can trust, look no further. Chi Luu will break down the pros…read moreand cons of each person depending on their needs. After consulting with Chi Luu, I feel more confident moving forward and securing my future needs. In addition, Chi Luu makes me feel like I was talking to a trusted family for financial advice. Thank you Chi Luu for your professionalism and excellent service.

Mindy is an excellent CPA. She takes the time to thoroughly answer all of my questions and makes…read moresure I understand what's going on. If anything looks unusual, she'll proactively call to confirm and walk through it with me. I especially appreciate how forward-thinking she is. She doesn't just handle the current year's filings, but also gives practical guidance on how to be more efficient and better prepared for the following year. If you're looking for a CPA who is detail-oriented, communicative, and genuinely looking out for your best interests, I highly recommend reaching out to Mindy.

Seeking expert guidance on corporate restructuring and very pleased with the advice provided.read more