TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

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.

Maggie was very helpful over the phone with questions and I would definitely use her services again…read morefor tax prep! I had questions about how to manage my retirement funds effectively and how to mitigate tax penalties and Maggie was very knowledgeable about the potential impacts using just a few statements from my brokerage account! If I had known it was this easy I would not have spent months agonizing over what to do when we were able to answer my questions in less than an hour! Maggie is very responsive to inquiries sent through on the website and to phone calls!

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.

***Monday June 8th UPDATE*** I'm switching my star rating,…read moreand want everybody to know that my money was in fact in my account my midnight, this morning. I'm not too sure if it was due to the weekend, or if they did some investigative work to find out exactly who I am. But the money did get deposited. I was freaking out initially, because of the whole situation I explained about in the original review. I can't say for certain that I'll ever use this service again, but I can say my $2k did in fact land, pretty much exactly per my demand and my bills are paid as a result of it. There are other options out there, so this service isn't really beneficial to me since I don't send money overseas. But I can say, that I don't believe this place will rip you off. Please ignore the "scammers" accusations. They are a legit business. Original review: They promise a 10 minute transfer, then when you dump over $2k, They turn around and tell you it's 3 business days. Wire transfers are instantaneous these days. I just received one for almost $14k that was sent and hit my bank account before I even got the text message that was sent simultaneously. So why are you sitting on my money? How this place has such a high rating on TrustPilot blows my mind. I'm so pissed right now, and I will never ever ever use this service again. Bait and switch, and a company full of liars. But based out of California, what do you really expect? I'm in a bind, and had to send cash to myself, because I have $8,000 worth of bills coming out of my business account on Monday, and my normal routine method was incapacitated for a few hours today. So I drove all over West Virginia, and spent about 200 bucks just to send $3,000 to myself, with the promise of a 10 minute deposit, which now, apparently won't hit my bank until next Thursday. Ria said my money had been deposited and I needed to call the bank for further verification, which I did, and they have no sighting or record of my money whatsoever. I called the Ria rep, and with a thick, almost impossible to understand Indian accent or something, (again, California, go figure) was asking me questions to verify my transfer. After I passed the verification phase, he was "sorry to inform me that it will take 3 business days". So the 10 minute promise? It's a LIE. I've only got a few thousand in my bank account, and I'm going to be bouncing bills left and right thanks to these scam artists. I guess for the typical person transferring $100 to TJ or Ecuador, it's the best thing since sliced bread. But for people with serious money that need serious results, within a promised time frame, its a friggin joke. Misled, lied to, deceived. I'll tell you this right now, my money better be in my account by midnight on Monday, or you're going to have serious legal repercussions. And if you think I'm playing? Try me. I have SUCCESSFULLY sued a major conglomerate and even the Federal Government. You can play with my dog, you can play with my emotions, but once you start playing with my money, that's where the fun and games will end for you. Midnight Monday June 8th 2026. If my money's not in there, you'll be getting served by 9:00 a.m. Monday June 8th 2026, by Woodburn and Wedge. You will be responsible for my legal teams costs, and the petty interest you will be paying me back will be the least of the financial restitution I will be getting. ***DISCLAIMER*** This pure, uncut, honest review is federally protected under Federal Law by way of Bill #EO14149. Removal or alteration of this review by Yelp and/or their affiliates without Expressed consent by it's author is strictly prohibited by FEDERAL law. VIolators will be prosecuted, and litigation imminent.

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!!!

I went to FFA because of the excellent reviews, her experience and was listed on NAPFA…read more Unfortunately, my experience was not positive. I was clear from the beginning about the purpose of the consultation when we spoke on the phone and was willing to work with me to schedule the consultation. On the consultation date after i uploaded my docs, she just did not seem prepared. Amongst a series of problems, from the start she focused on how I could use the software program, not my primary concern. Worse, we spent 45 minutes on the phone with the software technical assistance person (who now also had access to my financials) trying to figure out a fairly simple comparison. At certain points they both appeared to forget I was there. Suffice to say, I left that consultation without my main issue fully addressed. Final straw, when I emailed her later that day to express my dissatisfaction, she never responded. She is probably a great CFP, but with this customer the experience was an epic failure.

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."

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 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!

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

Ryan has made a world of difference in my financial life. From our first call, he outlined current…read moremarket trends and gave me concrete guidance on how to invest wisely with limited capital. He quickly diagnosed my financial health and we discussed my goals--graduate school, present needs, and retirement--in detail. I tried investing on my own for years with minimal results. In just a few months with Ryan, I've achieved what took me years to reach on my own. He's outstanding to work with - he prioritizes communication, responds quickly to emails, and is always willing to jump on a call when I have questions. His market knowledge is extensive, and I trust his recommendations completely. I've recommended Ryan to friends and family, and I'd strongly encourage you to call Gerber Kawasaki and hop on a quick call with him.

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.

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.**

Susan & Reese have been very helpful as my wife & I head into retirement…read more Seem to be very knowledgeable about all financial questions we throw at them. They offer an In-house lawyer who gives free Seminar's concerning pretty much exactly what we're going through!