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.

After a Yelp search, to find a tax expert to assist with my unpaid federal taxes, and other…read moreworries, it took about 5 minutes before I received a response from Joe. I prefer to hire people who are paying attention to their own accounts as he did. Joe is charming and reassuring. Over the phone, he explained everything he would need from me and told me what to expect from him. He shared how he would help, providing best and worst case scenario. And a timeline. Joe moved away from California, but does return regularly as he's a Ducks fan and has season tickets. He may have been worth the price he quoted. I don't know. The two other quotes I got were more than 50% less than what he quoted. It does not make sense for me to pay 2x as much for somebody living in another state to do my taxes. I am writing this review because after and despite my explaining to him and his colleague why I would not be utilizing their services, I began receiving daily prompts to sign a contract. There was no contract when I let them know I would not be hiring them. Yet they sent it. It's seems shady to this old fart. The nerve!

Hired them to help me fix an issue I had with my 2024 taxes, they did that and everything was…read moregreat. I had a few questions about the return and I will say getting a response via email was a little tough, but then last night Joe spent an hour on the phone with me talking me through every step I need to understand with my LLC. I really appreciate how he went above and beyond. Recommended!

Mike is extremely prompt in response time and professional. He listened well to assess my current…read moresituation and gave me financial insight and honest feedback. He is friendly, easy to talk to and wants to set you up for success. I would highly recommend working with Mike to help serve your financial needs!

My wife introduced me to Mike back when we just started dating. She spoke so highly of how…read morepersonable and hard working he was for the small portfolio she had at the time. Since then we have grown our accounts and Mike continues to deliver. He answers the phone after first ring and is thorough and detailed in his communications and explanations. We now have family members that have moved their savings to Legacy & Wealth, and they are also very happy with the results.

Since joining Financial Advisors Network in April, 2024, our retirement portfolio has grown by more…read morethan 20%. With Tyler's guidance and expertise, we no longer worry about being able to live comfortably throughout our retirement. Extremely happy with all the services and support that they offer, including help with other services like estate planning and tax preparation.

I have been using FAN to plan for my retirement practically since I started working. We meet twice…read morea year to make sure my investments are on track plus they are always available with any questions I have. I'm grateful for the care and advice I have received from Financial Advisors Network and I highly recommend them !

Terrie Bui is absolutely amazing coaching, training, and providing value to those she works with,…read morearound, and for.

This wonderful Financial Plannings, Tax and Retirements office has offered the COFEC: Community…read moreOutreach Education Class; it is free, meaningful, practical and very educational! Please come to enjoy the new learnings and/or to share what you already know/want to know more about: finance, investments, retirements, insurances, taxes...subjects are different for every meetings. Trust me you won't be bored. **for Vietnamese speaking: cong dong minh co the biet them ve Terrie qua phan phong van do PhoBolsaTV thuc hien; da duoc dang tren YouTube voi tua de: "Chuyen gia noi gi vu cong ty My lua dao cong dong Viet quan Cam 25 trieu do?"

Certainly not enough space to provide an in depth rating of Cinergy. 5 stars is a start, then…read moreindividually the staff is very well versed in true business expertise. Always available with a wealth of information or will efficiently ascertain the answer. Cindy is up to the moment in her financial dealings in order to provide maximum earnings or just as important to minimize losses during market volatility. The office operates on Cindy's vast financial experience with only her clients best interest in mind. She is a blessing in the financial world . None better anywhere

My financial advisor made more money than me and lost me hundreds of thousands of dollarsread more

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!

BANC OF CAL, Tustin is the best bank in SoCal, HANDS DOWN!!…read more Most banks advertise customer service, but Banc of Cal actually executes.  Most banks tell me No, but Banc of Cal-Tustin guides me on how to get to a Yes. Most banks promise with words.  Banc of Cal-Tustin performs with actions.   A key marketing point is that people remember how you made them feel; in my mind, the health of our business and our banking relationship feel important to Banc of Cal-Tustin. Here is a story.  Earlier this year, we had a time sensitive issue with one of our accounts.  Banc of Cal-Tustin did not send an email.  Nor did they send a letter (we all know, those letters are a CYA for the bank, not to mention letters arrive 10 days later).  Instead, Banc of Cal-Tustin called me. Left a message.  And called again until they reached me.  Typically, only friends and family will behave in this manner.  Yet, this is the service I have come to expect from Banc of Cal-Tustin. I have made my fair share of bad business decisions.  Choosing Banc of Cal is not one of them.  I am proud to call Banc of Cal-Tustin one of valued business relationships. So, yeah, go check them out.

Kevin is the man. He was extremely helpful and polite, he helped me set up my online banking and…read moremade sure I understood everything thoroughly. He definitely went out of his way to get me all set up. Kevin also introduced me to his colleagues, Ivette and Kandi (I'm sure I misspelled both of their names) they were all very friendly and welcoming. The branch is located in a beautiful plaza, I can't wait to receive my debit card in the mail!

Sandra and Santa Ana financial she's been my loan agent for about 4 years now and she's been…read moreexcellent she's always come through and made sure that I get the financial I need and a little easy payment she has really helped me with someone with my car when it breaks down or if I need extra money she's always been there to help me through everything she's been very awesome I really really appreciate her I really recommend her she's fast she's she's trustworthy she's just excellent I just I'm grateful thank you so much

Found Owen through Yelp, and he absolutely did not disappoint…read more From the very first conversation, it was clear that he's knowledgeable, thoughtful, and genuinely invested in helping his clients make smart financial decisions. He's helped me achieve strong returns on my investments, and beyond that, he's been incredibly helpful with other areas of my financial planning as well including opening and structuring my life insurance in a way that actually made sense for my long-term goals. What I really appreciate is that he takes the time to explain things clearly without talking over you or rushing the process. Everything feels intentional, transparent, and well thought out. I never felt pressured just supported and informed. It's rare to find someone who is both highly competent and easy to work with, but Owen strikes that balance perfectly. If you're looking for a financial advisor who is professional, responsive, and truly knows what he's doing, I highly recommend him.

An outstanding wealth manager and a true fiduciary. Owen is highly knowledgeable, thoughtful and…read morealways puts his client's best interest first. His guidance is clear, strategic, and trustworthy. Owen always comes through for me and my husband even with the smallest requests or silliest of questions. I couldn't recommend him more highly.