I went in this morning to set up an account, and my mom also needed help transferring her existing…read moreaccounts. Mia S. was incredibly warm, patient, and thorough in walking us through the entire process. She was fully engaged and provided us with exceptional support throughout our visit. I would highly recommend Mia to anyone in need of accounting services.

The people here were nice and was able to gel deposit my check really quickly. It was also really…read moreclean and easy to find parking. Not sure why so many negative reviews

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.

I am so grateful for the advice of my Pure Financial Advisor, Richard Alexander. He has been…read moreenormously helpful in laying out my options and giving me sound advice to secure my financial future. Pure Financial's staff is excellent and efficient. They have done a fantastic job pulling all the financial pieces together to create a smart portfolio. Pure's website provides me useful and timely information about my investments. The firm also provides helpful video presentations to help investors understand the markets and their investment strategies.

I spent the time and energy to meet with Joey Bailey and then get all of my statements together. He…read morethen cancelled my 2nd appt. Stating he was getting his office remodeled? Then I emailed a couple of times asking to at least email me back why he's cancelling me. Then left a message. Completely ghosted me. If you are that unprofessional before getting my money, what will happen next?

Contact them cautiously. I got a letter from CMRE financial…read moreservices for some medical charges I don't recall using. Then I call them with my caller ID hidden (by dialing *67 before my phone number). They asked me my DOB but I didn't give it to them because I am afraid that is a scam. She then verified the mailing address and the Account number printed on the letter. I asked them about the charges and the representative told me this is for 911 service on a certain date in a city I never been to. The representative told me she can verified the last four of my social to cross check if I used that service. I told them my last four digit and she said that they got the wrong address and there's nothing I need to do. I am regret that I provided my last four of social, but I want to take out this from my record badly. Finger crossed. How could they randomly send out this kind of debt collecting letter to people?! I am still very suspicious about their actions!

I have been receiving recently non-stop calls from this company and I have yet not received any…read moreletters like everyone else here. However today , I received a text with information about an account placed at their office. I have never been to this office ! So strange. It has a link and it has CA license # too . Not sure if it's. SCAM!!! But I will figure it out

I have been with Edward Jones for almost 10 years now. I have had a couple other advisors handle…read moremy daughter and my account over the years, but Charles has by far been my favorite. He is kind patient and extremely knowledgeable in handling our investments. Charles makes sure to explain our accounts in detail, until we fully understand. His secretary Yolondra is just as kind making the office atmosphere a pleasure to visit. I highly recommend Charles and Edward Jones.

Thank you for the fantastic presentation by Mr. Epstein. As usual it was extremely informative. The…read morequality of presentations afforded your clientele is so conducive to improving one's portfolio. You and Yolondra are definitely number one as far as I am concerned.

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.

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.

One of the only places I've found that is friendly for early investors. Robby is the best.read more

Ark Wealth and Chris Morgan have helped me and my family strategize, plan and execute on a path…read morethat meets our short and long term investment goals. I have been impressed with Chris' ability to keep me focused on the long range plan, especially when other opportunities pop up. He is steady, principled and skilled at what he does. I've also watched him help others do the same. Highly recommended!

Blake Martin of Ark Wealth Advisors has proven to be an indispensable element to my parents' (and…read morethus our family's) peace of mind. He is highly knowledgeable about investing and all the intricacies that accompany planning for the sunset period of life. Blake and Ark Wealth devised a program that protects their wealth while helping to grow it, even at this stage in my parents' lives. With their simulation program, they constructed a plan that "gets my parents to the finish line" comfortably. Their attention and readiness in availability is unmatched. I can always reach them when I need. I no longer worry if my parents have enough to cover everything that's needed, now or in the future. Those questions have been reviewed and answered. This company is truly a Godsend. If you have elderly parents whose wealth needs managing, run don't walk.

We needed a new tax person as our long term one had retired. A couple friends had referred us to…read moreMike at Sackett Financial. We are extremely satisfied with his services and at a reasonable rate! Thank you Mike, we are your new long term customers.

We have been going to Sackett Financial for years. The staff are wonderful, from the receptionists…read moreat the front counter to the accountants completing our taxes. We are confident in their knowledge and skills and they help us get the most deductions possible. They may not be the cheapest out there, but for us they are worth it. I highly recommend Sackett Financial.

I have been with Lighthouse for 4 years through my employer and couldn't ask for better customer…read moreservice. My emails and phone calls are always answered promptly. Love Muey! And a big thank you to Mike Verity. When Mike takes the long drive to our area in Rancho Mirage he takes his time to explain the complex process of my investments and long term financial goals. Thank you, Lighthouse....you are a beacon in this crazy world.

I have been a client of Lighthouse Financial Services since June 1997. Over these 27 years the…read morefinancial markets have soared and crashed but through it all we have always recovered from the lows and exceeded past the highs. Unless you have complete trust in your financial advisors these fluctuations would be very stressful. With Lighthouse managing my portfolio they have proven over decades to be honest, reliable, and highly qualified stewards of my investments. George, Rob, Mike, Muey and their entire staff are respectful, available, and provide clear and understandable advice in managing my investments. They have earned my trust. I have been very pleased with their tax preparation services too. I have confidently recommended Lighthouse Financial Services to both friends and family members.