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 met with them for financial planning. After having me sign an " engagement letter" that had no…read moredetails of the services provided, they acted shocked at my request for some sort of written agreement detailing specific services and times. After this they stated "I was not a match". Use at your own risk. Tony specifically the "planner ".requested I send sensitive documents through email.Absolutely under qualified, and unprofessional. I have proof of his partner/ colleague in his firm doing the same thing. I've attached a picture, because the owner is lying on the review.

I was introduced to Faiqa by a mutual contact and it was one of the most important introductions…read morethat I've had. She helped me improve my credit score SIGNIFICANTLY - and within a very short amount of time. She provided a very tailored plan and was always available to answer all questions. For an honest, hard-working, and absolute professional when it comes to helping achieve an improved credit score, Faiqa is in a league of her own. Highly recommend!

Fica was referred to me from a trusted associate. Mind you I'm six hours away from her, so we never…read moremet in person. As a real estate agent having trusted vendors is an important part of the role. Fica was able to accomplish something for two of my buyers that would've taken Maybe five years to do on their own. After my client's dad sold their house. They had a great amount of a down payment yet no actual credit. Overall it took some time for all the cards to report but once they did, we partnered with a vetted lender and we were able to close today, December 18, 2024! I highly recommend her services and will Tap into this ace in the hole whenever possible.

I started working with Michelle 3 years ago under stressful conditions. My biggest takeaway was…read moreher encouragement, advice, and hope toward my then circumstances. She was kind and thorough in her coaching, and I give her my highest recommendation for helping see an accurate financial picture. Call her!

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.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

One of the only places I've found that is friendly for early investors. Robby is the best.read more

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.

Sandra was extremely insightful- she does not try to upsell her services and will keep you honest…read moreon the best approach forward. She procures solutions based on your specific needs it's not a bundle and buy one size fits all type of service. Highly recommend and she knows her stuff.

Let me start my review by saying - if in doubt, don't be! Fix your credit is hands down a life line…read moreof a new life. In this economy we all are struggling to find our way. While struggle? Fix you credit can make your world a bit more simpler by rebuilding your credit to gain a lot more dollar of your hard earn money. Everyone struggles, we all make mistakes. Hardship is real, but fix your credit gives you back a chance of a new beginning. Don't stress the mess of your credit - let fix your credit get you back to YOU! Sandra and her team are beyond knowledgeable. Let their expertise help you gain what you already work so hard for. I highly recommend - you have nothing to lose but GAIN!!!!

We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our…read moretransition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.

My family and I work with one of the founders Gilbert Cerda for the last 3 years…read more Gil has allowed us to better plan financially- from budgeting, taxes, investment strategy, to overall financial health - Gilbert and his team were there. We have then been able to graduate to be able to optimize our investment portfolio. We are saving more and putting our money to work. Gilbert and his team are warm and attentive but the best thing I like about Cerda Advisors, aside from being a Trojan, is the level of trust I have for them and knowing they are doing whats best for me and my family. That's priceless. I highly recommend.

It's hard to find someone that genuinely wants to help you succeed- specially in the financial…read moreworld. Eva is proof that good people still exist. She's not only great at what she does, but she shares her knowledge to empower you with confidence in your finances- no matter where you're at. Thanks to Eva I no longer fear what my retirement will look like and I have a healthy relationship with the concept of money. Do yourself a favor and spend one hour with this financial genius- it'll be a priceless investment for your future! p.s. I highly recommend her Financial Bootcamp. Smartest 5 Tuesday evenings I've ever invested in and for my life. ¡Gracias Eva! #WorthyOfHavingItAll

The first consultation was great. I do not live in California and she was able to adjust her…read moreconsultation to be done over Zoom. However, after the consultation her follow through and communication went down hill. She said she would send me follow up resources within two weeks and I did not receive anything (a month at this point). My follow up appointment was cancelled same day due to double booking. I returned the call and left an voicemail to reschedule and also brought up never receiving the resources. It's been over a week and no return call or email.

Mariela is relatable and patient. I love that she meets you where you are on your financial…read morejourney. She's uplifting and very knowledgeable on how to set actionable steps to improve your financial situation.

Paolo is great! He takes time to talk through everything and is very patient when answering all my…read morequestions. I highly recommend him!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.