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.

Dan Romero has been my financial consultant for a few years now. He's a great guy in general and…read morealways makes me feel like my money is in capable hands. Great service and great attitude. I highly recommend him to anyone looking for a trustworthy consultant. (I recommend him to my friends all the time!)

Dan and his staff are Experts in their field. We totally trust them with our future assets…read more Hightly reconmended... Larry harrison

I have ready many reviews here and on the Net from people who want to put a label of Pyramid Scheme…read moreto WFG instead of Multi-Level Marketing, which it is a MLM, not Pyramid. I would suggest a read of this site to help distinguish between the two: http://www.wikihow.com/Distinguish-Between-a-Pyramid-Scheme-and-Multi-Level-Marketing I have been to their meetings and I am not crazy about how they conduct their seemingly unsophisticated approach to energizing the associates. However, I understand their mission and it is a good one -- to help middle income families save for their retirement or nest eggs and I found it extremely helpful. I realized how shortsighted I was at understanding all my options with my money. WFG is a quite legitimate business model. You must be licensed by the State Insurance Commission, and there are many requirements and oversights from them to ensure that WFG does not conduct illegal transactions. Regarding "Still Waters Run Deep" 's review below, he may have disliked the WFG associate's approach of him, and many would agree with him; but the reviewer offers no other substantiation of why you should not listen to the products offered by the WFG associate other than this one associate's approach. The reviewer has offered only his opinion of the approach, but he has no idea what WFG has to offer. He should have given it a shot, and may have discovered that his "life insurance" that he already has may be sorely short of maximizing his investment and payoff. WFG does pay very lucrative commissions. They sell products from legitimate sources. In affect, they are sales associates for the different insurance companies -- saving them huge administrative costs for maintaining a dedicated sales force. My advice, get educated, then decide.

The agent who contacted me said he was an annuity agent representing TransAmerica and other…read morecarriers. Once I signed up to broker annuities all of the paperwork was WFG. I expressed concern and was assured they were the back shop to help. I was then charged $200 a month to sign up and then they wanted $15 a month for platform fees. For any agent out there licensed to sell annuities run for the hills. You can be appointed by most any carrier for free and you do not need WFG. They are not ethical.

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!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

They had so many bad reviews they cut them out and wrote their own. Nick is interested in how much…read moremoney he can get, primarily from you. He does not recognize any type of fiduciary responsibilities. He did a terrible job on my account, Terrible.

Excellent work. They have taken care of me for years. There is never a worry or thought when they…read moreare doing your taxes

Jason has been a great steward of our retirement financial planning. Years ago we attended a…read morewebinar that Jason hosted as we were initially looking to what we might need for retiring. We kept in touch and Jason was always willing to provide answers and guidance as we got closer to retiring. Now after about a year in retirement, we are very happy with Jason's advice and our retirement portfolio's performance to date has been excellent. So glad that we discovered Jason and Keep It Simple Financial Planning.

We started working with Jason a few years ago, before I and then my wife entered retirement. He has…read morebeen a (financial) lifesaver in guiding us through the process, giving great advice and education, and making sure that our finances were, are, and will be in order. He has pointed out many things in the complex world of modern finance that we were unaware of and saved us from several big mistakes. Where we were once very apprehensive about if we had enough money for retirement and what to do with it, we are now knowledgeable and confident. Finances are now one of the least of our concerns now that Jason is guiding us, and we are spending our retirement years enjoying life! We have easily saved/re-invested/made more money than it costs to have Jason looking over everything for us. And the peace of mind is worth its weight in gold.

I already have a place I do all my taxes at. I was using Turbo Tax many years ago. But these guy s…read morewill help you out with good rates or anything you need help with. I wont give out any quotes on Quora, because I am not a certified tax expert, so you will have to check these guys out on your own time. But I had a good experience with them.

Chatterton& Associates has experienced professionals who can handle all of your financial planning,…read moretax preparation and family trust needs. They care about their customers best interests and meet with their clients on a regular basis to discuss current market conditions and discuss tax reduction strategies. They provide good value for the money.

Tried to transfer a large 401k was left on hold for 30 min decided to transfer it to Fidelity.read more

So far so good! Jon Davis has been responsive, available, easy to work with and very pleasant…read morewith a high degree of professionalism during our acquisition process! We sure need & appreciate his help!

I am so thankful that I stumbled across Secured Income Group by accident last year as I was looking…read morefor CD rates online. I took most of my money out of the stock market at that time because I was uncomfortable with the constant ups and downs of my investments. My financial adviser had only made me a 1.5% investment return in the past 5 years and I had paid him well over $20,000 for that pitiful return! So I felt that it was past time to try something different. Everyone at SIG has been so helpful over the past year. The quarterly interest has always been paid of time and their website is very easy to navigate. I would have no problems recommended this company to anyone who is interested in a secure investment with excellent returns. Keep up the great work SIG!

From the owner: Founded in 1996, Secured Income Group (SIG) is an alternative fixed-income asset manager that has…read morebeen serving high net worth individuals and accredited institutions for over 21 years. Our corporate headquarters have been located in Tustin, CA, for the last 16 years. We offer accredited investors the opportunity to invest in our proprietary Secure Rate™ Term investment, which mimics the function and liquidity of a CD, but at improved yields. It is an excellent way to increase yields on cash deposits in personal savings or IRA accounts. Each Secure Rate™ Term Investment pays a fixed rate, with rates varying from 6.5% to 9% depending on chosen duration. There are no additional fees or charges, and investors may choose to rollover all or any portion of their investment at maturity. The Secure Rate™ Term investment is also IRA qualified, and over 25% of our individual investors use a retirement account to invest.

Very bad experience with this branch. The lady who try to help us try to convince us to investing…read morewith the her and tell us the fund that we want to investment is a scam. Well we will believe her if she's not try to selling per product. So unprofessional

Came in on Saturday to open a checking account. Looked around to find someone to help me, finally…read moresaw someone with a name tag, they told me I have to make an appointment, I said okay. He told me they're all booked up today, but no one was working! He also said I could do it online, I asked how that works if I have to have $25 min to open the account and if I don't have $500 daily min then I get charged $10 fee. He said he's not sure but I'd still have to make an appointment. Not helpful at all. Bad service. Only two tellers plus the guy in a suit I spoke to, and a very long line of customers waiting.