Garrett at Crossroads is the best! He has been doing our taxes for 6 or so years and is always so…read morehelpful. He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail. Thank you Garrett!!!

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.

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

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.

They closed suddenly without notice while there's balance of 8000 dollars ! Now they don't allow…read moretrading or more than that, asking me to open a new account !! What about my money !!! I am currently working with   '' PAYBACK "  for assistance  to help get my funds back

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

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

These guys are good; I am talking GOOD! I might be a nice gal but when it comes to my money (or…read morethat of one of my real estate clients) I do not mess around; this is serious business. Andrew Carrol is nice too, but like me, he means business when it comes to money. He has his finger on the pulse of every tax change and law happening and knows how set you up for success. He always takes time to answer any tax questions my clients or I may have. Thank you NCH for always being there for me and my clients. We would be lost without you!!!

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.

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.

My parents introduced me to Chatterton & Associates 9 years ago and we have since had our daughter…read moreutilize some of their services as well. Eric assists us with managing our investments and cash flow, taking into consideration our current and future financial situation with asset protection always in mind. He helps us make decisions on Roth conversions, capital gains and income ramifications all in coordination with their tax division. Justin prepares a fall tax projection and helps us file our taxes in the spring. He gives us advice on ways to minimize our taxes. Holly helped us to create a will and trust, and has reviewed them with us to insure all is up to date. All of the employees, from the secretaries, managers, tax coordinators, to communications, are respectful and welcoming. Through a variety of seminars, learning and family events sponsored by Chatterton and the Law Office of James F. Roberts over the years, they have cultivated a relationship with our multi-generational family. We have peace of mind in knowing they will be able to assist any of our family members in both good and bad times.

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.

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

I hardly ever go inside this branch. That's because of the number of ATM's easily available! They…read morehave 2 in the front, and 2 drive-thru ATM's!!! Love those drive thru ATM's. They have plenty of parking, usually right in front of an ATM if you need to get out of your car. Fairly easy in and out if you use the Helm Ave entrance/exit. You might want to avoid entering from Tustin Ave. You could get caught in the ever popular Drive Thru line for In & Out. Although, is that really a bad thing? Pick up a burger before/after the ATM? In fact, if you have 2 people in the car, one should get in line at In & Out, the other can jump out, head over to the ATM, grab some money, and you'll probably be back in time to pay cash at In & Out's Drive Thru!