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

I don't recommend this place - getting charged over $175 to scan documents and send to an email…read more They're thieves and I'm not saying this because I want to bad mouth anyone but this is insane. I work in law and scanning a document shouldn't be charged whether it's one page or 1,000 pages If their machine is slow as they claimed over the phone then why should the client be penalized then excuses it with "well my employee stood there for two hours!" So what?! That's why she's your employee that you hired to provide a service for an hourly wage. Not in my years of experience doing immigration work or personal injury work have I ever charged struggling families for this. That's not right. I can only imagine the insane amount they charge for getting your taxes done here. These are hard time for immigrant families, this is not the time to be greedy. Actually it never is the time.

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.

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.

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

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.

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.

Jordan and his team ( Giselle, Kristi and Marlene) are very professional and trustworthy. All went…read morewell with our transfer of assets. We feel comfortable that our interest is their priority especially in this challenging market. Thank you all!!!

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 team and they are very thorough and pleasant! Always accommodating and easy to work with.read more

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.

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!

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!

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.

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 took time out of her day to answer some questions I had. She was very knowledgeable and kind.read more