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.

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!

As a busy Criminal Defense Attorney, I don't have the time to do financial investigations and…read moreportfolio re-alignments. But i do have Mr. Lee Norton of Edward-Jones, and having his expertise on my side let's me focus on what i do best. Lee has a great, no-pressure approach to investing for retirement and is able to explain various options in an understandable way. I recommend him!

My mother's passing left me with a small estate and a lot of loose ends. Just about everyone in the…read moreworld came knocking on my door with a suggestion on what to do with the money. I had met Lee about a year earlier and had kept his card. Calling him was one of the best decisions I could have made. Lee is a great listener; asked great questions and helped me gather the various funds under one roof. We even rolled over a couple of dormant IRAs and now my long term finances are clear; I get great reporting from Edward Jones and Lee is readily available to answer my questions about allocations and such. He's been a great financial advisor and friend.

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.

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?"

Sandra and Santa Ana financial she's been my loan agent for about 4 years now and she's been…read moreexcellent she's always come through and made sure that I get the financial I need and a little easy payment she has really helped me with someone with my car when it breaks down or if I need extra money she's always been there to help me through everything she's been very awesome I really really appreciate her I really recommend her she's fast she's she's trustworthy she's just excellent I just I'm grateful thank you so much

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!

BANC OF CAL, Tustin is the best bank in SoCal, HANDS DOWN!!…read more Most banks advertise customer service, but Banc of Cal actually executes.  Most banks tell me No, but Banc of Cal-Tustin guides me on how to get to a Yes. Most banks promise with words.  Banc of Cal-Tustin performs with actions.   A key marketing point is that people remember how you made them feel; in my mind, the health of our business and our banking relationship feel important to Banc of Cal-Tustin. Here is a story.  Earlier this year, we had a time sensitive issue with one of our accounts.  Banc of Cal-Tustin did not send an email.  Nor did they send a letter (we all know, those letters are a CYA for the bank, not to mention letters arrive 10 days later).  Instead, Banc of Cal-Tustin called me. Left a message.  And called again until they reached me.  Typically, only friends and family will behave in this manner.  Yet, this is the service I have come to expect from Banc of Cal-Tustin. I have made my fair share of bad business decisions.  Choosing Banc of Cal is not one of them.  I am proud to call Banc of Cal-Tustin one of valued business relationships. So, yeah, go check them out.

Kevin is the man. He was extremely helpful and polite, he helped me set up my online banking and…read moremade sure I understood everything thoroughly. He definitely went out of his way to get me all set up. Kevin also introduced me to his colleagues, Ivette and Kandi (I'm sure I misspelled both of their names) they were all very friendly and welcoming. The branch is located in a beautiful plaza, I can't wait to receive my debit card in the mail!

I've been coming here for the past 10 years and always have Lily to handle my taxes. Her…read morefriendliness, great attitude, understanding, and professionalism make everything go easier. Thank you!

Great Team, Great Support! Integrity, Honest Fair Business!…read moreRecommended for any Business and Personal Tax purposes.

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!