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!

My experience with OC Financial Services was great from the initial phone call. When our…read moreappointment with Irene,for tax advise,she listened to our concerns and gave us answers we could understand. Irene went way way beyond what we expected. The whole office was very accommodating and pleasant .We did not feel rushed one bit.Thank you Irene and staff for your caring manner.With out hesitation we will be back!

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.

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.

This is the worst money transfer service I have ever dealt with. When sending money to my…read morerecipient, these people put a hold on the money & the person was not able to pick it up. There was a 6 day hold on the money, supposedly for review. I called their customer service to cancel & get a refund since the person was not able to pick it up. Their rep told me it would take 5 to 10 minutes for my funds to show back in my bank account. After 6 days, my money is still not back in my bank account. When I called back, several times, now I am told my money will take 2-10 business days from the date after the original "send" process was completed, as if it was never cancelled. DO NOT USE THIS SERVICE!!!

this is a fraud!!! they deducted from my account and i have never used or requested their services…read more check your account for others fraudulent transactions.

I was putting off getting help with my retirement planning because I was afraid I'd get bad news. I…read moredid a lot of research and remember hearing Delia on Air Talk with Larry Mantle. I called, set up a 1 hour appointment, and completed the financial inventory requested. She was able to explain my financial status in terms that I could understand. She agreed to let me audio record our session so I could review it after our meeting. And I left with a three ring binder containing an analysis of my current financial situation and projections for retirement. She suggested a few changes, but overall I'm in good financial health. I love what another reviewer wrote and I agree, " So for some of you women out there, smart up! Forgo one of those stupid designer handbags or trips to the spa. Invest in yourself and your future and make an appointment with Delia Fernandez."

Delia gives brilliant advice. She's been helping us with our mother's finances and been very…read moresupportive with good ideas to maximise her investments.

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.

Karl and Jamie helped us navigate the maze of qualifying my mother for Medi-cal coverage for her…read morelong term care. They were thorough, professional and respectful and successfully qualified her for coverage, saving us thousands. Every case is different but I would trust them to to do the work again in a second.

My 94 year old Mother lived alone and was very active until she fell in the shower and broke her…read morehip. That day was the end of her ability to live alone. My four siblings and I were an emotional wreck when this unexpected life change was thrust upon us. We didn't know anything about elder care or what services were available. We began calling everyone we could think of for advise and help. We were drowning in sorrow and confusion. There were so many decisions that had to be made immediately and we didn't have a clue what to do. Everything felt urgent and it was so important to my Mother's wellbeing that we didn't make a mistake. By an absolute stroke of luck, Karl Kim was mentioned to us by a friend as someone who might be able to help. He and his staff have been wonderful in guiding us through the past 8 months of care facilities, Medi-cal applications, banking advise and hospice care information. I appreciate that I get a reply to my emails and phone calls almost always the same day. One meeting with Karl and the dark mysterious cloud of elder care was lifted from our lives. Thank you Karl and staff for all you have done for my family these past 8 months. You have truly been a Godsend. I know all these five star ratings might seem a bit over the top and I am adding yet one more, but I sincerely believe he is deserving. He absolutely has all the elder care answers and goes above and beyond to share them with you. If you are struggling with elder care issues - reach out. You won't be sorry.

I wish I could give him more stars. He is the best financial advisor that I've ever seen. He is…read morereally analytical and he is one of the top when it comes to services. I am so positive that you can get a best solution regarding your financial situation with him.

From the owner: My business specialize in "Personal Care"…read more There are too many companies and products out in the market, that my clients are flooded with too much information. As an independent broker/advisor, I am always on my client's side, guiding them to the right direction

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!

DO NOT RECOMMEND !!!…read more After experiencing two consecutive years of errors from a well-regarded CPA that resulted in penalties and fees, I made the deliberate decision to take a more rigorous approach to my tax preparation. I engaged two reputable firms simultaneously, paying each their full standard rates, with the intention of filing whichever return I determined to be most accurate and advantageous. Over two filing seasons, I alternated between the two firms' returns based on merit. My other preparer understood and respected this arrangement without issue. Slaten, however, took exception to it and ultimately terminated me as a client. This raises a legitimate question worth considering: if a firm is confident in the quality of its work, why would it object to a client seeking a second opinion? In medicine and law, independent review is not only accepted but actively encouraged as a mark of professional integrity. Slaten's reaction suggests an unwillingness to have their work scrutinized, which is precisely the kind of posture that should concern anyone trusting a firm with their financial obligations. I was a paying client in good standing. I introduced no burden beyond what any other client would. The sole issue was that I held them accountable to a standard of accuracy. That they found this objectionable tells you everything you need to know. **Not recommended.**

I've been with this business for 10+ years. They handle my Retirement ,IRA, Taxes. They are…read morephenomenal!! Susan and all the people are super knowledgeable. I would recommend to anybody retiring or all ready retired or just need financial advice.