I had a great experience working with Owen Zhang and his wealth management team. Owen is…read moreknowledgeable, professional, and patient in explaining different investment and financial planning options. He took the time to understand my goals and answered all of my questions clearly, without any pressure. I truly appreciate his responsiveness, attention to detail, and personalized advice. I highly recommend Owen Zhang to anyone looking for trustworthy and reliable wealth management services.

Found Owen through Yelp, and he absolutely did not disappoint…read more From the very first conversation, it was clear that he's knowledgeable, thoughtful, and genuinely invested in helping his clients make smart financial decisions. He's helped me achieve strong returns on my investments, and beyond that, he's been incredibly helpful with other areas of my financial planning as well including opening and structuring my life insurance in a way that actually made sense for my long-term goals. What I really appreciate is that he takes the time to explain things clearly without talking over you or rushing the process. Everything feels intentional, transparent, and well thought out. I never felt pressured just supported and informed. It's rare to find someone who is both highly competent and easy to work with, but Owen strikes that balance perfectly. If you're looking for a financial advisor who is professional, responsive, and truly knows what he's doing, I highly recommend him.

Garrett at Crossroads is the best! He has been doing our taxes for 6 or so years and is always so…read morehelpful. He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail. Thank you Garrett!!!

I highly recommend Garrett to anyone looking for a knowledgeable and trustworthy tax agent and…read morefinancial planner. I have been going to Crossroads Planning for the last 5 years to help with tax preparation, financial planning and investment management. He goes above and beyond to provide personalized guidance to help me make informed decisions about my financial future. Garrett takes the time to explain everything clearly, answer questions thoroughly, and ensure that I feel confident and comfortable every step of the way. His professionalism, attention to detail, and commitment to the clients truly set him apart. Whether you need help managing your taxes, planning for retirement, growing your investments, or building a stronger financial future, Crossroads Planning provides valuable guidance and outstanding service. It's reassuring to work with someone like Garrett who genuinely cares about your financial well-being and long-term goals. I highly recommend Garrett to anyone looking for dependable, comprehensive tax and financial services!

I had recently come into a good amount of money. I wanted to invest it and since I had/ have little…read moreknowledge about such a thing, I decided to research and find someone who could help me. I talked to 3 different financial advisors and investors before I discovered Daniel. My first impression was how warm he was with a natural calming way about him. The other guys I met with did not have that. Some had a nervous energy. Some seemed rushed or hurried and made me think that they were distracted and pre occupied. As we were talking, Daniel and I dove into the present state of my life. What I would like to have "now" with this newly acquired money. How about near future plans and distant future, ie. retirement. He had no hidden agenda and genuinely wanted and KNEW how I could achieved these goals. We drew out a plan and I'm happy to say that I am well on my way, down the path I always wanted to walk. Needless to say, Daniel is the guy that I will be using for my financial well being. I have also recommended him to my friends and family.

I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his…read moreassistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!

I find that the staff at Schwab to be helpful, knowledgeable, friendly, & pleasant to deal with…read more I'm so glad that they are my brokers.

This office is especially good because of Sydney Andersen. She is a delight to work with. She…read morecares about her clients and is extremely helpful. The other people that we have come in contact with are also nice too. But Sydney has gone out of her way to assist us with a lot of the financial matters that we had. We are very grateful for her.

Incredibly informative core class with Jordan Mathew's in Irvine…read more Highly recommended Invaluable information.

Excellent institution for getting your trading skills mastered. The instructors are real pros who…read moredo this for living and they share their real life learning than following concepts from text book.

I love Warren Street Wealth Advisors! My husband and I have had the pleasure of working with Justin…read moreRucci for several years now and we couldn't be more grateful for his guidance and professionalism. He has always made us feel confident that our financial future is in good hands. Most recently, he helped guide me through my transition into retirement, making the entire process seamless and stress free. His knowledge, patience, and attention to detail made all the difference. We truly value the relationship we have built with him and would highly recommend him to anyone looking for a knowledgeable, trustworthy, and caring financial advisor.

We've been with WSWA just a few months, and so far the experience has been great. The staff is…read moresuper friendly and kind, they always answer calls/emails within 24 hours if not the same day, and always have obviously read your emails and are clearly paying close attention to whatever your concerns are. And I would expect nothing less when dealing with your money-and so far that has always been the case. They have made recommendations, reorganized portfolios, offered tax strategy, and offered many other helpful tips. They really spend time getting to know you and what your lifestyle is about, what your plans are for the future years and into retirement, and give careful consideration to everything before moving forward. I'll be updating in a year or two after we see how it goes longer term. Thus far, we are very satisfied with our experience.

Derrick in person. Leah on phone…read more I'm beyond grateful for the experience I had here. Every facet of it! Dedicated parking garage and they validate. The building is beautiful. Spent over two hours here and accomplished everything needed.

I've had a longstanding, trusting. vert successful relationship with Fidelity, and the Irvine…read moreoffice is excellent--clean, professional, and welcoming. The advice from Wealth Management team is consistently solid. Some people love to knock their financial advisors--same way they grumble about doctors or the gym--when the real issue is they didn't follow the plan. These folks give you the guidance, but it's up to you to put it into practice. Highly recommend Fidelity.

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.

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!

I had such a great experience working with Patty to get my life insurance. She was very helpful,…read morepatient, and made the whole process easy to understand. I really appreciate how she took the time to answer all my questions and make sure I felt comfortable with everything. My mom has also been working with Patty for years, which says a lot about how trustworthy and reliable she is. I'm so glad I decided to work with her too. I highly recommend Patty to anyone looking for someone who truly cares about her clients and helps them find the right coverage for their needs!

Yes, this financial specialist were amazing. My advisor - JC, he's amazing & does explains…read moreeverything we need to know. TFA did my living trust review & we were satisfied. Perfect! I don't normally trust anyone specially in regards to our financial savings. But through the help of JC , we (husband & me), we believe in him, trustworthy. He spends time to explain to us word for word in a matter that a layman person will understand.

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!

Annette is really nice and very helpful with some advice but wants to sell you on putting together…read morea plan.