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.

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!

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.

*** Note, they don't make/sell loans - they set up solo 401k's***…read more I have been a customer of Sense Financial for 6 years, and it's been a phenomenal 6 years. I cannot say enough about the level of customer service and knowledge that Sense Financial has, and shares. Sense Financial is and has been 100% responsive the 6 years I've been a customer, and they are dedicated to helping their customers manage their 401k effectively and in compliance. If Dmitriy thinks you're going to act in a way you could be non-compliant with the IRS rules, he will tell you. If you push it, he will make it clear to you that the IRA is not to be toyed with. He is the person you need to navigate these rules. I have seen companies with excellent customer service. Sense Financial, however, has the Single. Best. And Consistently Best Customer service I have experienced. His support team as well have Always Been on point. The wealth of knowledge on the client portal is copious, well organized, and detailed, but written and organized in a way that's easy to follow. I will not trust this part of my portfolio with any other company, or guidance in my 401k from anyone but Dmitriy.

This is a typical Scammer organization that keeps harassing my small business about a low interest…read morerate loan. I never inquired about anything from this company. They purchased my phone number from a list. These unwanted calls never stop. Furthermore, proof that this company is a scammer is in.the fact that they typically spoof other numbers and need your approval immediately.

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!

Manny and his team are so welcoming and down to earth. I was very new to the space of life…read moreinsurance etc and his team took me by the hand, explained everything to me and made it make sense. So happy to have them on my side, I know I can go to them at any point with questions or concerns. I HIGHLY recommend TFA!!!!

Great assistance on 401K rollover and Annuity partial withdraw (if you don't withdraw when your are…read more73, then IRS automatically takes half) Life Insurance on 2 of my granddaughters! Everyone involved was attentive and followed up to make sure I was satisfied! Highly Recommended .

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.

After a Yelp search, to find a tax expert to assist with my unpaid federal taxes, and other…read moreworries, it took about 5 minutes before I received a response from Joe. I prefer to hire people who are paying attention to their own accounts as he did. Joe is charming and reassuring. Over the phone, he explained everything he would need from me and told me what to expect from him. He shared how he would help, providing best and worst case scenario. And a timeline. Joe moved away from California, but does return regularly as he's a Ducks fan and has season tickets. He may have been worth the price he quoted. I don't know. The two other quotes I got were more than 50% less than what he quoted. It does not make sense for me to pay 2x as much for somebody living in another state to do my taxes. I am writing this review because after and despite my explaining to him and his colleague why I would not be utilizing their services, I began receiving daily prompts to sign a contract. There was no contract when I let them know I would not be hiring them. Yet they sent it. It's seems shady to this old fart. The nerve!

Hired them to help me fix an issue I had with my 2024 taxes, they did that and everything was…read moregreat. I had a few questions about the return and I will say getting a response via email was a little tough, but then last night Joe spent an hour on the phone with me talking me through every step I need to understand with my LLC. I really appreciate how he went above and beyond. Recommended!

I cannot say enough positive things about Michael Dilella at Financial Counseling Center. Working…read morewith Michael has been one of the most valuable decisions I've made for my financial well-being. From the very beginning, Michael took the time to truly understand my goals, concerns, and overall financial picture. He doesn't just give advice -- he educates. He has an incredible ability to explain complex financial concepts in a clear, approachable way that actually makes you feel confident and empowered rather than overwhelmed. I've learned so much through our work together, and I now feel far more informed and in control of my financial decisions because of him. What truly sets Michael apart is how much he genuinely cares about his clients. It's obvious that this isn't "just a job" to him. He is incredibly hardworking, detail-oriented, and always willing to go the extra mile to make sure nothing is overlooked. He is thoughtful with his recommendations, patient with questions, and consistently proactive in offering guidance and insights that are tailored specifically to my situation. Michael has been a trusted advisor through important decisions, and I always feel confident knowing I have someone so knowledgeable and dedicated in my corner. He follows up, checks in, and makes himself available -- which speaks volumes about his commitment to the people he works with. You never feel rushed or like just another client; you feel truly supported. If you are looking for a financial advisor who is not only extremely knowledgeable, but also honest, hardworking, and deeply invested in helping you succeed, I wholeheartedly recommend Michael Dilella and the team at Financial Counseling Center. Working with him has been an absolute game-changer for me

Feeling financially stuck? Overwhelmed with credit card debt? High interest rate loans…read moresuffocating any progress? Insomnia? 6 months ago I was staying up all night worried about my family's financial future. I felt like I was going to have a heart attack or stroke from the stress. So, how did we get to this point? Business was affected by Covid. My wife was laid off so our income was slashed in half. Started racking up credit card debt. Paying the minimum. Then, there was the financial burden of taking care of elderly parents. I tried debt consolidation but it would take multiple years to pay down the overwhelming mountain of debt compounding like a pounding headache of misery. I felt trapped in a circle of debt, barely getting by month to month with cost of living going up. Then I met with Michael to pick his brain and discuss my options. Our best strategy was to file for chapter 7 bankruptcy. To get a fresh start. This was the best choice for us. Highly recommend talking to Michael and Tamara to just review your options. Worst case at least you will have some clarity of what solutions are out there. Michael held our hands and walked us through everything. Tamara does most of the heavy lifting. She is amazing. Much respect to Tamara's patience and diligence. She told us exactly what was necessary to file so the process was easy and smooth. I spent many hours to get all my docs in order per her request. So, dont be lazy and get your stuff in order. John is the confident lawyer. Straight shooter. Decades of experience with the trustees. Highly recommend a lawyer to file instead of trying to do it yourself. 4 months later. Discharged over $200K of debt. Now I can sleep at night like a baby. Thank you so much to FCC. I feel like I got a second chance. God bless America for having a system that allows qualified debtors to get a "fresh start". Much gratitude.

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?"