Very thorough and attentive service, with clear communication and strong customer service skills.read more

The service here is amazing, Irene really explains everything in detail and creates a comfortable…read moreenvironment to complete our taxes. It is a valuable and reliable service and I enjoy coming here each year.

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.

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 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

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.

Jordan at GoldLine wealth management has done an excellent job in advising me in Roth conversion a…read moreportion of my 401K fund. Marlene also helped me to open the EquiTrust annuity account in support of Roth conversion plan. I highly recommend Jordan and Marlene at GoldLine wealth management office in Fullerton if you have any wealth management need!

Great experience with Jordan and staff, Krista and Marlene. Recommended them to our friends and…read morerelatives. Looking forward to a successful relationship so we can fully enjoy our retirement and leave a legacy for our children.

Betty Lue Tang Yuk- has the best customer service! She always helps me when I need help with our…read morebusiness account. She goes above and beyond when I ask. Super grateful for employees like herself who make banking so easy for our business! She use to help me a lot at the brea location and I miss her there, but I'm super grateful weve maintained the communication and relationship!!! Thanks again Betty for always being such a huge help with our business account.

The staff at Banc of California are wonderful! They are helpful, efficient and go the extra mile!…read moreWe highly recommend using them for your finance needs.

Rebecka has done 3 sales for our family. The latest included her involvement as a project manager…read moreto prepare a property for sale from a very dilapidated condition. Her extensive list of contractors allowed her to do all phases in a timely and cost effective manner. Did I mention that I'm out of state? Would not have been able to do this without her and she has always been cheerful and more than willing to help with anything requested of her. I'd given her 6 stars if it were possible.

I would highly recommend that you speak & meet with Rebecka if you're in the market to buy or sell…read morea property. She is a true professional, very knowledgeable, and a pleasure working work with. Rebecka showed us multiple homes and helped us make multiple offers. We got a little discouraged when some of our offers were not accepted in this competitive market but Rebecka told us not to be discouraged as the right home for us is out there. After several months, Rebecka helped us submit an offer and worked with us through all the matters in escrow. She also made some recommendations to us that were helpful as we closed escrow. The home warranty policy she got for us also helped in the months following our move. Thank you very much Rebecka!

It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

Yenny provides my clients with her services and has done such an amazing job at ensuring they're on…read moretop of their taxes for both their personal and business needs. She's extremely quick at responding and is very proactive about her clients' situations. She answers questions before they even know what to ask. She's also very personable and does a great job at explaining the complicated tax information in ways that are easy to understand, without all the tax jargon. I definitely recommend using Yenny's services.

Yenny helped me with a special request during high tax season. Quick and easy to work with. Would…read moredef recommend.