Complete bait and switch. Front for debt consolidation…read more Fake loan officers. Loan officers licenses , as lendvia says, they are fully licensed , are issued by Lendvia. Complete fraud

They advertise that they can help subprime customers then once they speak with the underwriting…read moreteam you get declined.

Derrick in person. Leah on phone…read more I'm beyond grateful for the experience I had here. Every facet of it! Dedicated parking garage and they validate. The building is beautiful. Spent over two hours here and accomplished everything needed.

I've had a longstanding, trusting. vert successful relationship with Fidelity, and the Irvine…read moreoffice is excellent--clean, professional, and welcoming. The advice from Wealth Management team is consistently solid. Some people love to knock their financial advisors--same way they grumble about doctors or the gym--when the real issue is they didn't follow the plan. These folks give you the guidance, but it's up to you to put it into practice. Highly recommend Fidelity.

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.

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.

The staff are very professional, they have clients get together events 3 to 4 times a year! Their…read moreoffice looks like a Law Office. However, they seems to be more like a financial broker firm than a financial planning firm. They put each client into certain risk tolerance bucket. If your risk tolerance has a rating of 50 as a result of your age, then they give you a set of investment options. They don't necessarily look at your family income and help you to plan your investment strategies to minimize tax implications.

I met Brian and some of his employees at a dinner. He had a wealth of information to share with…read moreindividuals soon to or recently retiring. He is energetic and positive. I came to the office in Irvine and met with Kurtis. He was fabulous! An instant connection of interest, professionalism and clear communication. They are family centered and seek to educate others on how to maximize their retirement, assets and investments and prepare for a fantastic future. They validate parking and have a clean office. The best part - they have a fiduciary responsibility to you.

The staff is always so helpful. Our business requires us to do banking everyday. The people at Banc…read moreof California make it painless.

Had a special need for Business Account and the Staff at the Irvine Branch, in particular, Cecile…read moreOcampo was most helpful. Returned phone calls, promptly, very professional and friendly. Highly recommend Banc of California.

I find that the staff at Schwab to be helpful, knowledgeable, friendly, & pleasant to deal with…read more I'm so glad that they are my brokers.

This office is especially good because of Sydney Andersen. She is a delight to work with. She…read morecares about her clients and is extremely helpful. The other people that we have come in contact with are also nice too. But Sydney has gone out of her way to assist us with a lot of the financial matters that we had. We are very grateful for her.

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.

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!

The perfect combination of debt recovery and earning inspiration. When Morgan came into my life, I…read morecouldn't even cover the interest payments on my debt. It was hopeless. She not only had the skills and knowledge to get my finances moving in the right direction, more importantly, she understood the emotional weight I was experiencing. Step by step, sometimes only tiny, I began to understand my financial situation and slowly gained back some of my power. Eventually, I was able to find hope. And then I met Ed. Ed's women's group was the icing on the proverbial cake! Together they make an amazing team. The community and tools they are creating are like nothing I have ever seen. Whether you are looking to earn more, get out of debt, or just manage your money better this is a power house team and you should look no further!