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.

I had recently come into a good amount of money. I wanted to invest it and since I had/ have little…read moreknowledge about such a thing, I decided to research and find someone who could help me. I talked to 3 different financial advisors and investors before I discovered Daniel. My first impression was how warm he was with a natural calming way about him. The other guys I met with did not have that. Some had a nervous energy. Some seemed rushed or hurried and made me think that they were distracted and pre occupied. As we were talking, Daniel and I dove into the present state of my life. What I would like to have "now" with this newly acquired money. How about near future plans and distant future, ie. retirement. He had no hidden agenda and genuinely wanted and KNEW how I could achieved these goals. We drew out a plan and I'm happy to say that I am well on my way, down the path I always wanted to walk. Needless to say, Daniel is the guy that I will be using for my financial well being. I have also recommended him to my friends and family.

I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his…read moreassistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!

This review is based on their testing center which they are partnered with PearsonVUE! I have came…read morehere to take two of my required licensing exams and the proctor there is amazing. They helped me feel really at ease and comfortable knowing that we are going in full of anxiety before an exam. The place is clean, easy to find, and accessible. Parking has never been an issue for me. I would highly recommend if you are finding a testing center with PearsonVUE!

I've been a long-time supporter here and have always had a great experience. I especially want to…read morerecognize Paul for his outstanding help with my real estate continuing education course during my 4-year renewal. He was knowledgeable, patient, and made the entire process smooth and stress-free. I'm very pleased with his service and truly appreciate his support. I will definitely continue to use his expertise in the future.

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.

Very informative, difficult to reach but advice was excellent, office was very professional and…read moreoffice staff was polite and helpful...I will return.

Wow... so glad I found this firm! Very personable and professional. Found out he had been managing…read moremy next door neighbor's business for 20 years. Wish I'd known sooner!

An amazing community of "investors with a heart"! "People before profits" focus. The leadership,…read morecoaches and members are all terrific and plenty of learning across all aspects of real estate investing, but also AMAZING focus on helping home owners. The help is genuine and not like other organizations to "Get a deal". This community is truly focused to help homeowners with their issues and challenges. I've been with this community for about 9 months and the level of support i get form the team there is AMAZING! Thank you NWAC team!

What I appreciate most about the NWAC is the quality of people involved. I've met experienced…read moreinvestors, ambitious students, and mentors who genuinely want to see others succeed. The events and discussions have helped me expand both my knowledge and network.

After working with several larger firms over the years, we were used to feeling like just another…read morenumber. Our experience with Warren Street has been completely different. Even in less than a year, they've already helped us save money on prior tax filings, created a clear roadmap for our financial goals, and given us a structured, easy-to-follow plan. They're extremely responsive, thoughtful, and genuinely invested in our success. We always feel heard and supported, and never feel rushed or overlooked. Veronica, Emily, and Ernest are all wonderful to work with and truly care about their clients. If you're looking for a financial advisory team that combines expertise with personal attention, we highly recommend Warren Street.

We've been with WSWA just a few months, and so far the experience has been great. The staff is…read moresuper friendly and kind, they always answer calls/emails within 24 hours if not the same day, and always have obviously read your emails and are clearly paying close attention to whatever your concerns are. And I would expect nothing less when dealing with your money-and so far that has always been the case. They have made recommendations, reorganized portfolios, offered tax strategy, and offered many other helpful tips. They really spend time getting to know you and what your lifestyle is about, what your plans are for the future years and into retirement, and give careful consideration to everything before moving forward. I'll be updating in a year or two after we see how it goes longer term. Thus far, we are very satisfied with our experience.

Received prompt responses to my inquiries. Brian at Di Bello Financial was more than kind. Things…read moredidn't work out how I hoped, but glad I made contact with this team, as I was forwarded to other sources to better suit my needs. Highly recommend!

Very knowledgeable and always willing to listen to you. We are very appreciative of all Annette has…read moredone for us over the years.

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'm back with another 5-star update because Mark continues to deliver outstanding service year…read moreafter year. I recently purchased a new vehicle and needed my insurance updated before heading to the dealership. I reached out to Mark, and just like every other time, he came through instantly. Within minutes, my policy was updated, proof of coverage was sent, and everything was squared away so I could pick up my car without any delay or stress. What I appreciated most was how fast and smooth the whole process was -- literally one message to Mark and he handled the rest. Great communication, no back-and-forth, no waiting, just results. It's exactly the kind of reliability that's hard to find these days. This second experience just confirms what I already knew: Mark doesn't just set the bar high, he maintains it. If you want an agent who is responsive, efficient, and truly on top of things, Mark is that guy. Still A+ service -- and now proven again over time

I have been a customer for 10+ years and they have been offering the best customer service!!! I…read morehighly recommend