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 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.

Exceptional Integrity and Practical Expertise…read more As someone who also serves clients in the tax industry, I know firsthand how rare it is to find professionals who operate with complete transparency. Joe at Eagle Tax is a rare gem of honesty, common sense advice, and unwavering support. His straightforward approach and deep industry knowledge make complex tax situations easy to navigate. He genuinely cares about doing what is right for his clients rather than just running through the motions. Honest & Direct: Clear, practical guidance without unnecessary jargon. Peer-Verified Quality: High standards that even fellow tax professionals respect. Unmatched Support: Truly advocates for his clients' best interests. I would recommend Joe to anyone looking for trustworthy and reliable tax services.

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!

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 !

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.

My husband and I got concerned about the ups and downs of the stock market and how our investment…read moreportfolio was fluctuating in both directions. We decided to attend a financial seminar hosted by Cindy Couyoumjian to get a new look at the construction and health of our retirement future and boy were we pleasantly surprised! Cindy is not only an inspiring and motivating mentor but she is extremely knowledgeable in alternative investment strategies that our other financial advisors in the past never mentioned to us. We knew that it was time to take a fresh approach so we scheduled a deep dive meeting into our financial portfolio with Cindy and Leticia at her office. We were so impressed with their assessment of our existing investment mix and what would make it more sustainable into the future that we decided to make the change. Three years later we are extremely satisfied clients of Cinergy Financial with predictable income, growth and a monthly distribution stream that affords us a very comfortable life style. All of the dedicated people on the Cinergy team are extremely knowledgeable, helpful and always treat you like you are the most important client to their organization. Every phone call is answered with a smile and a friendly greeting, which is a rare occurrence in business these days. I would highly recommend that anyone looking for a new approach to financial success should attend one of the monthly seminars offered by Cinergy Financial and hosted by Cindy Couyoumjian and her team. Homa H.

I have been a client since Jan 2023. Cindy Couyoumjian set up a retirement income strategy for me…read more She is brillant at financial portfolio construction, retirement planning and overall as a wealth manager. She has helped about 20 of my personal friends as well. Since becoming a client I started working for Cindy on a part-time basis. Cindy is an extraordinary employer, generous, honest, professional and willing to hire people of all backgrounds including seniors which is rare these days and much appreciated. She also develops young people through internships. I highly recommend to you Cinergy Financial, Cindy Coutoumjian and all her staff. Cindy does dinner seminars as well. She is dedicated to teaching financial literacy. She is especially made an impact on women who have lost their husbands and did not know anything about managing money. Her seven asset investment strategy is well documented in three books she authored and is widely respected as she is one of the top Financial brokers in the United States.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Ryan Gomez does a great job walking you through the options available and maintains contact to…read moreensure the financial plans set in motion continue to service your long and short term goals. Very personable and knowledgable.

I've been with this bank since it was Affinity Bank, then Pacific Western, and then Banc of…read moreCalifornia. I will admit, I don't like change. However, I never felt the change (except the name). My only concern was the "new bank" would keep treating their own people respectfully and their clients ("me") with patience and integrity. Yep!! That's been my experience for the last 20 years. Every branch, Every time.

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.

I had a great experience working with Owen Zhang and his wealth management team. Owen is…read moreknowledgeable, professional, and patient in explaining different investment and financial planning options. He took the time to understand my goals and answered all of my questions clearly, without any pressure. I truly appreciate his responsiveness, attention to detail, and personalized advice. I highly recommend Owen Zhang to anyone looking for trustworthy and reliable wealth management services.