The people here were nice and was able to gel deposit my check really quickly. It was also really…read moreclean and easy to find parking. Not sure why so many negative reviews

Had an awesome experience with Mia S. She was very helpful from beginning to end with everything…read morethat we needed at Charles Schwab. Very patient with each step of the way and hats off to management for having an employee such as Mia. Will be back to this branch.

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.

They continue to call me every single morning, for a debt that is not mine. Then when I call when I…read moretry to explain to them, they have such an attitude that they won't even hear a word I'm saying. I feel like I'm dealing with a girl in junior high who used to take off her hoop earrings off. I would be more than willing to work with them, but they are impossible to work with. I would've told them that the debt is from my ex that I haven't lived with him in. 10 years but yet they continue to call me every single morning. This company is a piece of work. And not in a good way they do not get good results because they have no respect nor do they open their ears and listen. There's a reason why God gave us one mouth and two ears because you're supposed to listen. I would've been more than happy to provide them with the information so they could've gotten paid from my daughter's father who is responsible for the debt. And he is court order to be responsible for this debt. If they would've listened to me, they would've been able to contact him. I own my own house I own my own car. I have no need to pay this bill (even since I haven't even verified that this is a real bill that is owed ). Not to mention That is not mine. I have never worked at the company that is so inefficient as this one. And I've been in sales for 30 years. This company is a disgrace. They're never going get paid by the way they speak to the people they call who aren't even responsible for the debt that they're calling about. If you could see me rolling my eyes right now, that's exactly what I'm doing!

Total SCAM my husband got this notice in the mail for services he never received . Same address as…read moreother photos, just a different name. Focus Medical Imaging

Thank you for the fantastic presentation by Mr. Epstein. As usual it was extremely informative. The…read morequality of presentations afforded your clientele is so conducive to improving one's portfolio. You and Yolondra are definitely number one as far as I am concerned.

Charles is very knowledgeable, and extremely easy to work with. With every interaction I've had…read morewith him, he has been personable while maintaining a level of professionalism. He has helped me identify my financial goals, and is extremely patient in addressing all my concerns when it comes to understanding the current state of the economy, and the importance of rebalancing. He is very well informed, and helps explain things in a way that even I can understand. Both Charles and Yolondra are an extreme pleasure to work with, and I cannot recommend them 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.

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!

Blake Martin of Ark Wealth Advisors has proven to be an indispensable element to my parents' (and…read morethus our family's) peace of mind. He is highly knowledgeable about investing and all the intricacies that accompany planning for the sunset period of life. Blake and Ark Wealth devised a program that protects their wealth while helping to grow it, even at this stage in my parents' lives. With their simulation program, they constructed a plan that "gets my parents to the finish line" comfortably. Their attention and readiness in availability is unmatched. I can always reach them when I need. I no longer worry if my parents have enough to cover everything that's needed, now or in the future. Those questions have been reviewed and answered. This company is truly a Godsend. If you have elderly parents whose wealth needs managing, run don't walk.

Ark Wealth and Chris Morgan have helped me and my family strategize, plan and execute on a path…read morethat meets our short and long term investment goals. I have been impressed with Chris' ability to keep me focused on the long range plan, especially when other opportunities pop up. He is steady, principled and skilled at what he does. I've also watched him help others do the same. Highly recommended!

We needed a new tax person as our long term one had retired. A couple friends had referred us to…read moreMike at Sackett Financial. We are extremely satisfied with his services and at a reasonable rate! Thank you Mike, we are your new long term customers.

Mike has done my taxes for 27 years. He is knowledgeable, professional and thorough. He is also…read moretrustworthy and very honest. He and his team make the tax preparation process easy.

I have been a client of Lighthouse Financial Services since June 1997. Over these 27 years the…read morefinancial markets have soared and crashed but through it all we have always recovered from the lows and exceeded past the highs. Unless you have complete trust in your financial advisors these fluctuations would be very stressful. With Lighthouse managing my portfolio they have proven over decades to be honest, reliable, and highly qualified stewards of my investments. George, Rob, Mike, Muey and their entire staff are respectful, available, and provide clear and understandable advice in managing my investments. They have earned my trust. I have been very pleased with their tax preparation services too. I have confidently recommended Lighthouse Financial Services to both friends and family members.

We have been with Lighthouse Finance since August 2018. We've had the opportunity to work with…read moreJayce, George, and Dustin. Everyone has been kind, thorough and knowledgeable. The firm has worked for us through the financial planning, transfer of funds and management of our portfolio. Although it is not large, it is what we have and they are helping us protect, manage and use it as we see fit. I would recommend their services. Maureen and Ross

Very well established establishment, house with great staffing! Been with them for well over a yr…read moreand I wholeheartedly trust their guidance and recommendations to improve my portfolio! Give them a try n you won't regret!

We had a scheduled phone meeting with the branch CFP named Vivian Liu. Unlike the other Fidelity…read moreemployees who are usually polite and friendly, she was lack of empathy, pushy, disrespectful, rude, argumentative, and even bluntly cut us off several times during the conversation. She spoke with a big ego, was impatient, and didn't show any desire to offer help with our general questions at all. All she wanted was for us to open the account and move the $ over. It was definitely our worst experience with a financial professional ever! Very disappointed and very surprised that Fidelity would allow such poor customer service dimeanors.