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.

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!

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.

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!

Wow, Bradey is a financial wizard AND she has personality. I always thought financial advisors were…read morestuffy and boring. I've never had more fun putting together a great plan for my future. Also, there are so many technical ways you can optimize your finances and I am so happy I don't have to think about keeping up with all the changes anymore. Bradey and her team are phenomenal and she is my advisor for life.

Bradey is the best financial planner I have ever worked with. She is literally a wealth of…read moreinformation and dates about her clients, making sure they feel educated and have complete transparency. She also has access to life insurance, college accounts, and more depending on your needs. You'll get quality care with Bradey.

I have known Wade Slome for about 5 years and have found his teams insights, guidance and advice to…read morebe incredibly helpful. They have an excellent grasp of the market and investment opportunities and are able to match that readily to your own requirements, making a complex discussion more straightforward and easy to follow. I have experienced great results following their advice which is ultimately the acid test. Your investment advisor needs to be someone your trust and have confidence in and they have always delivered against my expectations.

I enjoyed working with Wade and appreciated his deep level of expertise. Not many advisers have…read moremanaged billions of dollars with an Ivy League education and the highly regarded credentials of CFA & CFP. I encourage others to give wade a call, if you desire assistance with your investment and/or financial planning needs.

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?"

Terrible, unprofessional, clueless. Not to mention the advisor, Randy is useless. Never returns…read morecalls. This company is a joke.

If I could give this company zero stars I would. STAY FAR AWAY FROM DAVID WHITE and BALBOA and seek…read morefinancing elsewhere. I signed a lease with him and his trainee back in 2019. Something told me that David was shady and we had some negative interactions, but the loan was already too far along to cancel at that point. They set up my equipment lease for quarterly payments, which I didn't know quarterly lease payments even existed. I never asked for quarterly and was not happy when I found out, but again, it was already too late by that time. I even questioned him about it, but he said something along the line that this was their typical practice. Now 6 years later, at the end of my lease I learned the real reason why they did this. I recently contacted Balboa because, per my records, I had paid 1 extra installment that I thought they had somehow misapplied. I paid "prorated rent" at the start of the lease just short of $30k, which I was told amounts to 1 full payment plus some other fees. Back in 2019, I just assumed that is was my first installment because of the timing, but 6 years later I am being told that NONE of the "prorated rent" gets applied towards the loan--it is a completely separate fee--and that the fine print allowed them to charge me a full installment and then some. So basically, I paid an additional $30k for my own machine! David was able to scam me out of 3x more money by writing my lease as quarterly than if it was written as a normal monthly lease. Even the Sales Manager who helped me look into this matter admitted that I was scammed and he was very apologetic. He said he would never have written a lease like that. He tried to see if he could get me some sort of compensation, but Balboa refused. This David White scammer is still with Balboa today and is still a supervisor.

My husband and I are young, but we're forward-thinking. After several hours of research on the…read morelong-term health of social security, we concluded it better to bank on long-term, self-saving, investment strategies, instead of a deprecating system that's set to exhaust within the next 30-50 years. We're fairly active on facebook, so we reached there for a recommendation and found out one of our old friends, Josh Crowe, was a credible candidate. We met with Josh, who agreed with the research, and helped us put together a diverse investment portfolio. Feeling relieved we don't have to bank on the US Government over the health of our retirement. Looking forward to continuing the relationship with Josh.

I am very pleased to say I am so thankful to have spoken to Joshua Crowe in regards to having my…read morePension rolled over to Sunpath Financial. I have to say I was very skeptical because I had never heard of the company, I was thinking of rolling over my pension to Edward Jones until I spoke to Joshua over the phone and he was very informative with what they have to offer. He answered so many of my questions on retirement , made me feel so comfortable reinsuring me through the whole process that everything will be fine and how he was going to work with me, with all the information that I need and how it will work for me in the future which is the scariest if you don't have a very large amount of money. I was so impressed with Josh's attitude and his desire of his work really made me make a fast decision on going with SunPath. Greatest guy ever.

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.