My family and I have been loyal clients of OC Financial Services for years. The owner, Irene, is a…read moretrue expert and incredibly compassionate; she always goes the extra mile to ensure everything is explained thoroughly. This year, Michelle handled my taxes; she was so professional, knowledgeable, and patient with all my concerns. I can't recommend them enough, the entire staff is truly amazing!

My experience with OC Financial Services was great from the initial phone call. When our…read moreappointment with Irene,for tax advise,she listened to our concerns and gave us answers we could understand. Irene went way way beyond what we expected. The whole office was very accommodating and pleasant .We did not feel rushed one bit.Thank you Irene and staff for your caring manner.With out hesitation we will be back!

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.

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!

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!

I took GoldLine Financial up on their offer on a complimentary financial analysis. I learned that…read moremy existing financial plans did not reflect my current situation and goals. After listening to my retirement goals, Jordan created a custom retirement plan and portfolio that fit me perfectly. I now feel confident in my financial future with a plan I can rely on. Jordan and his team were highly knowledgeable. They answered any questions I had and put my mind at ease. I recommend them to anyone looking for guidance in securing their financial future! I worked in education for over 35 years, thank you for educating me on how to retire stress free with a peace of mind. A+ 5/5

Jordan and his team really made me feel heard. It was refreshing because of my past experiences…read morewith financial advisors. He stressed that his duty as a Fiduciary Financial Advisor was to put my needs first at all times. After our first meeting where I shared my situation and where I want to go- Jordan and his team immediately went to work. During our 2nd meeting, he presented my custom financial plan and investment strategy. He took the time to go over every part in detail. I have now been with GoldLine for over 5 years! The comprehensive planning and holistic approach is exactly what my family and I need. I've already referred my cousin and friends to Jordan. Thank You Jordan & GoldLine!

AVOID Pacific Western Bank and their new owner Banc of California at all costs! The employees at…read morethis branch are rude and unprofessional. In 2023 I opened a High Yield Personal Savings at Pacific Western Bank in Anaheim and received a quarterly statement showing the interest that was added monthly during the quarter. On 6/25/24 I went to this branch to close my account and they would not credit me the interest that I had earned for the month of June telling me that I have to wait until the statement period closes on 06/30/24 to earn the interest for June. Never have I closed a liquid savings account and been penalized in this manner. The teller and manager were not helpful at all and turned me away. When I called the customer service number they just wanted to transfer me back to the branch and were of no help. Although Pacific Western Bank and Banc of California have merged, I have received the welcome package in the mail along with emails about routing numbers, nobody at Banc of California wants to be bothered with my concern. Will never bank with Pacific Western Bank nor their new owner Banc of California again!

Let me start off by saying I have been coming to Banc of California since they started and were…read moreknown as Banco Popular. Throughout my entire experience with this Bank I can honestly say no one has stood out to me as much as Kat at the Fullerton location. She is wonderfully sweet and an extremely well educated woman who helps me with all of my banking needs every time I go in to see her, which is quite a bit. Not only does she do her job extremely well but her personality and ability to talk with me on a personal level helps me to have a calm and clear view of my finances. She's definitely the person to see!! A Million thanks Kat !!!!!!!

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!

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.

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 went here because of positive reviews but I'm highly disappointed…read more Owe a lot of money towards federal and honestly if the accountant wanted to go above and beyond, they would ask for extra info to help you write off a lot of things you have to pay for through out the years but this place does the bare minimum. Even used the old address that we no longer lived at when we literally wrote down the current address so now we have to jump through hoops just to get our state refund.

Michael is very knowledgeable and professional. It has been more than 10 years, that we are his…read morecustomer. We trust that he is the best. Thanks Michael