This was my first time using an insurance broker and I was lucky enough to find an expert…read more Chantelle was friendly, patient, and very knowledgeable. She explained the health insurance process in detail. She walked me through the necessary forms and answered all of my questions. I learned many things about the industry, and ended the call feeling satisfied and confident in my choices. I highly recommend Chantelle Storm, and I am happy to continue working with her in the future.

Chantelle was incredibly knowledgeable, helpful, professional and helped me get out of a huge mess…read moreafter another broker put me in a serious pickle! I recommend her highly. Thank you for all your help, I look forward to working with you more in the future.

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 apologize for the late update everyone! I thought I provided an update on this issue and I'm…read moregiving a 3 star because this could have been avoided and was not handled properly. Here are the steps I took to get the matter resolved: I contacted AAA (ie. Agent) immediately as soon as I received the cancellation notice with my payment in the mail via phone and email I also filed a complaint with the Insurance commissioner, who investigated the complaint AAA immediately reinstated my policies, sent me an apology letter, received an apology email and phone call from their corporate office. I spoke to an underwriter from another company and they were shocked this happened, they EXPRESSED it's critical homeowners know their rights with the insurance commissioner including the importance of filing these complaints! **Issue Resolved**

Had a quote for condo and auto from a company my employer works with but wanted to stay loyal to a…read morerelationship with AAA since 2022 and paid what was quoted in full. 7 weeks later they drop the condo insurance which I can understand and get my head around but then they are asking for almost $500 more dollars for the autos since they pulled the multi policy discount. Any decent company would eat their mistake and keep a customer. Kerry Petersen is horrible at her job, doesn't return calls, A "so called" manager Brittany Hamilton doesn't return calls. AAA is a dirtbag company that's probably getting their ass handed to them because the fires so it's a money grab. It may be hard to find any great insurance company, but anyone will be better than these creeps. PS- Shout out to Fausto in the Glendale CA office for not hiding, letting me vent and explaining the BS that took place.

Old school face to face banking. Greeted on a first name basis and have your best interest at…read moreheart. We have a small business and i wouldntbank anywhere else! Ila Gomez, Kevin and Hua Ling are fantastic! Thank you!

Hauling, Jamey & Kevin are always such a great help! They're very personable and reliable with all…read moreof my requests, I will continue to be a returning customer

So here is an update to my previous review - 3 1/2years after my mom passed away, the trust is…read morefinally complete. Although for most of the time my parents thought Christiane assisted in their best interest, toward the end of their life, assistance was terrible and they began to question things. A very large sum of money has been unaccounted for - we assume a risky investment after they sold a home 7 years ago. Then after both parents were gone 3 years ago, getting out of REITs was a nightmare. Christiane told us we could sell them (probably because they are not easy to sell, split, liquidated and they have lost most,if not all, of their value!). I just feel I need to warn others so that no one else has to deal with this! Absolutely no help from her through the entire process in handling the trust. Be aware of what happens when people get older! We are seeking to do some reporting.

Called here and was told Christiane was on vacation and they could help me in 2 weeks. Then I…read morecalled two weeks later and they said she couldn't help me or "didn't know" - what kind of operation is this. Don't waste your time here.

Eric answered all my questions I had about my taxes which I appreciated…read more I was not a fan about just talking through email since it took awhile to go back and forth. Personally would rather be in person and talk but that's just my preference. Submitting my info through a portal was easy and fast. D

I am extremely happy with the services from Xoa Tax. I was referred to them by my aunt and dad, and…read moreI was honestly so impressed by their professionalism right off the bat. I've had my taxes done somewhere else before for the same price, but there was a clear difference in how they operate. They updated me for different steps, provided clear instructions and documents needed. I especially appreciated their excel sheet they sent me. They are very responsive via text and email, so it was easy to communicate with them whenever I needed! I definitely appreciate their service and how helpful they were! Definitely would recommend!

I recently dealt with this branch on a loan. Mina Nikroo did a great job as our loan officer and…read morehelping us get all of our documents together for application. She was there to help us get everything signed also. Once the application was submitted, we worked extensively with Laura Johannesen, the processing and funding specialist. She was so knowledgeable, personable and helpful. She worked tirelessly and proactively to get our desired result and make the process smooth and easy for us. She made herself readily available for questions, and I could not have done this without her. This branch has a solid team, and it's a pleasure to be a member.

My car loan was sold to Nuvision and it has been a nightmare. From making payments, setting up auto…read morepay, to trying to talk to an actual person. My account needed to be paid right away when it switched and it was impossible to figure out how to make a payment because it needed to go through the website, not the online portal. So much back and forth with customer service and time wasted. Because I couldn't find anything on the account that auto pay was set up, I set it up again without knowing and had two separate charges for the same day on my account. For the final pay off payment, I logged in and found the scheduled payments, cancelled them and made a payment for the exact amount to pay off my car. The company still deducted both canceled payments and added them to a bank account that I will not use and did not want. Had to schedule a transfer to put the money back in my bank account which took days. Last week I was waiting to talk to a representative for an hour and a half before I had to hang up and go back to work. Once my car loan was paid off, the account disappeared and I have no documentation that the car is paid off. The ONLY positive experience I've had was when I chatted with customer service asking for a final statement and to close my account. I have never had to spend so much time to manage a car loan. It has been a confusing nightmare to pay this company and close the account. Will never consider opening a bank account or new loan with them.

I'm a local CPA with EA Tax Resolutions and don't handle trust tax returns, so I've been referring…read moreclients to Donna for the past year. She's been wonderful to work with, and my clients consistently share positive feedback about her professionalism and expertise. Thank you, Donna, for taking such great care of my clients and making the referral process seamless.

I had my taxes done by Donna in 2025. She did an amazing job. Was able to answer all my questions…read moreand get everything completed quickly and efficently with a great level of professionalism. I was looking up the contact phone and realized I had forgotten to leave a review. Getting ready to get my taxes done again in 2026.

This Wescom location is located in the Vons shopping plaza at the corner of Harbor and Adams in…read moreCosta Mesa. This is a standalone branch (meaning it's not located inside a grocery store). There are two Wescom ATMs outside - but what this also means if you bank with a Credit Union, is that you can withdraw cash fee-free with your ATM card as long as it has the CO-OP triangle on the back of the card. Ryan assisted me with my transaction today - and he was efficient, patient, and professional. I guess he also wears multiple hats too, since he was on the "teller" side of the branch when I had initially walked in, and walked up to his window to "check-in" for the appointment I had scheduled online. He walked me over to his desk across the way. This is a clean, bright and comfortable branch. There is a coin machine at the back, plenty of seating upfront as you walk in. Parking lot is big and I don't think there's ever an issue finding a spot upfront.

Fast, efficient service and friendly service. I had my baby with me during my visit at Wescom and…read morethe staff was so wonderful cheering her up! enjoy doing service at Wescom Financial!

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.

If you need a financial planner you can trust, look no further. Chi Luu will break down the pros…read moreand cons of each person depending on their needs. After consulting with Chi Luu, I feel more confident moving forward and securing my future needs. In addition, Chi Luu makes me feel like I was talking to a trusted family for financial advice. Thank you Chi Luu for your professionalism and excellent service.