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.

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?"

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!

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!

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

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.

The services were very welcoming and helpful. It was a teaching moment and a learning experience…read morefor Me. Micheal was very thorough with His explaining to Me my current financial circumstances. I would recommend the world to His services.

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

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.

An outstanding wealth manager and a true fiduciary. Owen is highly knowledgeable, thoughtful and…read morealways puts his client's best interest first. His guidance is clear, strategic, and trustworthy. Owen always comes through for me and my husband even with the smallest requests or silliest of questions. I couldn't recommend him more highly.

I get it. I, too, was clueless when it comes with financial education…read more My parents didn't teach me anything and growing up, I saw them struggled with money and for this matter, I was on the pursuit to learn so I can make better decisions for my future. And that's when I found out about COFEC (Community Outreach Financial Education Class) with the help of Sheng Vang and Terrie Bui through one of my colleagues. A few months ago, I joined one of their weekly Saturday workshops​ to help find the financial peace of mind. I was blown away by the amount of knowledge and their mission to reach out to the community to impact and ensure families get the right education with the right resources that fit best for their success. Never had I felt like this group was trying to 'sell' me anything I didn't need. All they ever wanted was to teach, impact, and clear up any concerns and guide people in​ the right direction. It sounds so cliche but you'd be surprised how many groups out there just want a piece of your dollar for the sale. COFEC wasn't that. I don't know how else but to say that I have finally found the group that fits best for me and the amount of stuff they teach you is​ priceless and invaluable. Thank you, COFEC, Sheng and Terrie for all that you do! Looking forward to entering 2019 and many other years after with you all.

Sheng and Terrie are two individuals who are truly special. They not only have a wealth of…read moreknowledge about financial planning, they are truly genuine and passionate people who want to help people and serve the community through financial education. I would have to say with so much conviction that their COFEC classes are one a kind. These educational classes open to the public offer so much information and value to anyone who is interested in learning about finances and learn what options are out there to better manage their financial resources. Inspired by their passion for education, my experience working with Sheng and Terrie was nothing but positive and I recommend them to anyone looking to meet with a Licensed Financial Professional. Thank you Sheng and Terrie for not only imparting your knowledge but also your passion for financial education!