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 highly recommend Garrett to anyone looking for a knowledgeable and trustworthy tax agent and…read morefinancial planner. I have been going to Crossroads Planning for the last 5 years to help with tax preparation, financial planning and investment management. He goes above and beyond to provide personalized guidance to help me make informed decisions about my financial future. Garrett takes the time to explain everything clearly, answer questions thoroughly, and ensure that I feel confident and comfortable every step of the way. His professionalism, attention to detail, and commitment to the clients truly set him apart. Whether you need help managing your taxes, planning for retirement, growing your investments, or building a stronger financial future, Crossroads Planning provides valuable guidance and outstanding service. It's reassuring to work with someone like Garrett who genuinely cares about your financial well-being and long-term goals. I highly recommend Garrett to anyone looking for dependable, comprehensive tax and financial services!

Had an informal consultation of family tax planning question. Very professional, patient and kind…read more He told me every details he knows and honestly.

Not sure why Kyle doesn't have any reviews on Yelp. Was initially hesitant to go with him, but…read morechecked him out on Google and people had some good things to say. Anyhow, called Kyle about what my best options would be to handle some Business debt I've incurred and he was super helpful in getting me the information I needed to make a more informed decision. There was no upsell, just advice and I appreciated that a ton and found it super refreshing. Anyhow, thanks again Kyle!

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.

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!

I highly recommend Wealth Advisor, Nico Anduze @ Gerber Kawasaki Wealth and Investment Management…read moreteam. I rest assured working with such a trustworthy professional. From our very first meeting, he demonstrated exceptional understanding of wealth management and a true commitment to my financial goals. I especially love that he takes time explaining complex investment strategies in a way that is easy for me to understand! And if he has to review it a second Or third time ;-) (because I'm more of a creative artist and not much of a money person) he's amazingly patient and such a good teacher. He gives me complete confidence in my financial future. Thanks a million Nico! You have helped me understand and helped me get to a point where I can retire and for that I am forever grateful! Anyone who works with Nico will discover quickly that it is rare to find an advisor who combines this level of sharp financial expertise with genuine care & the ability to clarify questions & concerns with peace of mind. It's been an incredible experience and looking forward to our continued work together. I highly recommend his services to anyone looking to secure their future and learn new investment & retirement strategies. FIVE STARS all the way!!

We've been working with Brett Sifling at Gerber Kawasaki since 2018, and we've had a great…read moreexperience throughout the years. Brett has always taken the time to understand our financial goals, explain our options clearly, and answer any questions we have along the way. We really appreciate how approachable, knowledgeable, and attentive he is. We never feel rushed or pressured, and we always feel like he has our best interests in mind when helping us make financial decisions. After working with Brett for several years, we feel very comfortable recommending him and Gerber Kawasaki to anyone looking for professional and trustworthy financial guidance

Wow, Bradey is a financial wizard AND she has personality. I always thought financial advisors were…read morestuffy and boring. I've never had more fun putting together a great plan for my future. Also, there are so many technical ways you can optimize your finances and I am so happy I don't have to think about keeping up with all the changes anymore. Bradey and her team are phenomenal and she is my advisor for life.

Bradey is the best financial planner I have ever worked with. She is literally a wealth of…read moreinformation and dates about her clients, making sure they feel educated and have complete transparency. She also has access to life insurance, college accounts, and more depending on your needs. You'll get quality care with Bradey.

I have known Wade Slome for about 5 years and have found his teams insights, guidance and advice to…read morebe incredibly helpful. They have an excellent grasp of the market and investment opportunities and are able to match that readily to your own requirements, making a complex discussion more straightforward and easy to follow. I have experienced great results following their advice which is ultimately the acid test. Your investment advisor needs to be someone your trust and have confidence in and they have always delivered against my expectations.

I enjoyed working with Wade and appreciated his deep level of expertise. Not many advisers have…read moremanaged billions of dollars with an Ivy League education and the highly regarded credentials of CFA & CFP. I encourage others to give wade a call, if you desire assistance with your investment and/or financial planning needs.

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?"

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

I got a loan for some diagnostic software for my shop. Always paid it on time, never had any…read moreissues. I called them March 8 2022 to request a payoff quote. On Mar 10 I paid it off plus a $79.73 debit card processing fee. The next day, an additional $79.73 was taken from my account. I called and spoke with customer service (eventually...a nightmare all its own.) The representative would not connect me to anyone in the payoff department nor provide a direct name or phone number for anyone in her chain of command for me to talk to. As of Mar 28 my account was still open and active despite paying it off over two weeks before. I got ahold of their Sales Manager Matthew Pinnegar and explained what was wrong and why I was angry. Out of this entire process, he was the only good contact or experience I had. He was able to get the ball rolling and the account closed a/o Mar 29 with a Bill of Sale emailed to me. They also remitted the $79.73 they took from me originally. I would never do business with these guys again. They have a great Sales Manager who actually gives a crap, but the rest of them were useless.

Terrible, unprofessional, clueless. Not to mention the advisor, Randy is useless. Never returns…read morecalls. This company is a joke.

I am very pleased to say I am so thankful to have spoken to Joshua Crowe in regards to having my…read morePension rolled over to Sunpath Financial. I have to say I was very skeptical because I had never heard of the company, I was thinking of rolling over my pension to Edward Jones until I spoke to Joshua over the phone and he was very informative with what they have to offer. He answered so many of my questions on retirement , made me feel so comfortable reinsuring me through the whole process that everything will be fine and how he was going to work with me, with all the information that I need and how it will work for me in the future which is the scariest if you don't have a very large amount of money. I was so impressed with Josh's attitude and his desire of his work really made me make a fast decision on going with SunPath. Greatest guy ever.

My husband and I are young, but we're forward-thinking. After several hours of research on the…read morelong-term health of social security, we concluded it better to bank on long-term, self-saving, investment strategies, instead of a deprecating system that's set to exhaust within the next 30-50 years. We're fairly active on facebook, so we reached there for a recommendation and found out one of our old friends, Josh Crowe, was a credible candidate. We met with Josh, who agreed with the research, and helped us put together a diverse investment portfolio. Feeling relieved we don't have to bank on the US Government over the health of our retirement. Looking forward to continuing the relationship with Josh.

If you need a reliable yet friendly person to talk about finances and investments, she's the one to…read morego to whether you are new or knowledgeable about these kinds of topics. She was able to help my family and I with investments which immediately helped us with our financial situation with a recent family member's passing. She will help you through the whole process and even talk to agents on the phone for you in Vietnamese or English for those who don't know who to contact and what to say. My family and I have been working with her for years and she's always been there for us. I appreciate her and her commitment to help her clients like my family with finances and investments.

Chi constantly communicate with me throughout the process of transferring my investments and…read moreobtaining life policy. She's very knowledgeable of her products and explain everything in details.