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.

My family and I have been loyal clients of OC Financial Services for years. The owner, Irene, is a…read moretrue expert and incredibly compassionate; she always goes the extra mile to ensure everything is explained thoroughly. This year, Michelle handled my taxes; she was so professional, knowledgeable, and patient with all my concerns. I can't recommend them enough, the entire staff is truly amazing!

My experience with OC Financial Services was great from the initial phone call. When our…read moreappointment with Irene,for tax advise,she listened to our concerns and gave us answers we could understand. Irene went way way beyond what we expected. The whole office was very accommodating and pleasant .We did not feel rushed one bit.Thank you Irene and staff for your caring manner.With out hesitation we will be back!

Very well established establishment, house with great staffing! Been with them for well over a yr…read moreand I wholeheartedly trust their guidance and recommendations to improve my portfolio! Give them a try n you won't regret!

We had a scheduled phone meeting with the branch CFP named Vivian Liu. Unlike the other Fidelity…read moreemployees who are usually polite and friendly, she was lack of empathy, pushy, disrespectful, rude, argumentative, and even bluntly cut us off several times during the conversation. She spoke with a big ego, was impatient, and didn't show any desire to offer help with our general questions at all. All she wanted was for us to open the account and move the $ over. It was definitely our worst experience with a financial professional ever! Very disappointed and very surprised that Fidelity would allow such poor customer service dimeanors.

They had so many bad reviews they cut them out and wrote their own. Nick is interested in how much…read moremoney he can get, primarily from you. He does not recognize any type of fiduciary responsibilities. He did a terrible job on my account, Terrible.

Excellent work. They have taken care of me for years. There is never a worry or thought when they…read moreare doing your taxes

I'm honestly emotional even writing this, but I feel compelled to share my experience. I've been…read morefeeling incredibly overwhelmed with all of my loan payments (my fault obviously) as My dad is currently going through radiation treatments, and my grandfather is in hospice care. Life feels unbearably heavy right now. All I was trying to do was consolidate my loans and credit card into one manageable monthly payment to simplify things during this difficult time. Instead, I was denied because my dad is a co-signer on one of my loans. The hard part is that he actually needs to be removed from that loan, he has cancer and should be focused on his health and his own responsibilities, not tied to my debt. I understand that banks follow policies and procedures, and I know personal circumstances don't always factor into decisions. Still, this experience left me feeling helpless for him and deeply discouraged at a time when I'm already stretched thin so thin with so many responsibilities. I just wish there had been a little more understanding or flexibility.

It's not my credit union, and there's a location closer to where my parents live--I have no idea…read morewhether SchoolsFirst Federal Credit Union has any Bay Area locations--but it's fun to come here when I'm nearby to luxuriate in the fact that I can use its ATMs for free and get my cash money in fives, twenties, and hundreds. No singles, no tens, no fifties; just fives, twenties, and hundreds. The other location I've seen is also in a mall. This one is in the middle of a mall parking lot, but it doesn't share its building with any other business. It also has four outdoor ATMs, more than I've seen in a very long time. (There might be some inside as well, but I haven't been inside.) Fee-free money in denominations other than twenties is great. I wish more Bay Area credit-union ATMs did this.

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 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?

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.

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

Had an awesome experience with Mia S. She was very helpful from beginning to end with everything…read morethat we needed at Charles Schwab. Very patient with each step of the way and hats off to management for having an employee such as Mia. Will be back to this branch.

Tried to transfer a large 401k was left on hold for 30 min decided to transfer it to Fidelity.read more

So far so good! Jon Davis has been responsive, available, easy to work with and very pleasant…read morewith a high degree of professionalism during our acquisition process! We sure need & appreciate his help!

I already have a place I do all my taxes at. I was using Turbo Tax many years ago. But these guy s…read morewill help you out with good rates or anything you need help with. I wont give out any quotes on Quora, because I am not a certified tax expert, so you will have to check these guys out on your own time. But I had a good experience with them.

Chatterton& Associates has experienced professionals who can handle all of your financial planning,…read moretax preparation and family trust needs. They care about their customers best interests and meet with their clients on a regular basis to discuss current market conditions and discuss tax reduction strategies. They provide good value for the money.