I cannot say enough positive things about Michael Dilella at Financial Counseling Center. Working…read morewith Michael has been one of the most valuable decisions I've made for my financial well-being. From the very beginning, Michael took the time to truly understand my goals, concerns, and overall financial picture. He doesn't just give advice -- he educates. He has an incredible ability to explain complex financial concepts in a clear, approachable way that actually makes you feel confident and empowered rather than overwhelmed. I've learned so much through our work together, and I now feel far more informed and in control of my financial decisions because of him. What truly sets Michael apart is how much he genuinely cares about his clients. It's obvious that this isn't "just a job" to him. He is incredibly hardworking, detail-oriented, and always willing to go the extra mile to make sure nothing is overlooked. He is thoughtful with his recommendations, patient with questions, and consistently proactive in offering guidance and insights that are tailored specifically to my situation. Michael has been a trusted advisor through important decisions, and I always feel confident knowing I have someone so knowledgeable and dedicated in my corner. He follows up, checks in, and makes himself available -- which speaks volumes about his commitment to the people he works with. You never feel rushed or like just another client; you feel truly supported. If you are looking for a financial advisor who is not only extremely knowledgeable, but also honest, hardworking, and deeply invested in helping you succeed, I wholeheartedly recommend Michael Dilella and the team at Financial Counseling Center. Working with him has been an absolute game-changer for me

Feeling financially stuck? Overwhelmed with credit card debt? High interest rate loans…read moresuffocating any progress? Insomnia? 6 months ago I was staying up all night worried about my family's financial future. I felt like I was going to have a heart attack or stroke from the stress. So, how did we get to this point? Business was affected by Covid. My wife was laid off so our income was slashed in half. Started racking up credit card debt. Paying the minimum. Then, there was the financial burden of taking care of elderly parents. I tried debt consolidation but it would take multiple years to pay down the overwhelming mountain of debt compounding like a pounding headache of misery. I felt trapped in a circle of debt, barely getting by month to month with cost of living going up. Then I met with Michael to pick his brain and discuss my options. Our best strategy was to file for chapter 7 bankruptcy. To get a fresh start. This was the best choice for us. Highly recommend talking to Michael and Tamara to just review your options. Worst case at least you will have some clarity of what solutions are out there. Michael held our hands and walked us through everything. Tamara does most of the heavy lifting. She is amazing. Much respect to Tamara's patience and diligence. She told us exactly what was necessary to file so the process was easy and smooth. I spent many hours to get all my docs in order per her request. So, dont be lazy and get your stuff in order. John is the confident lawyer. Straight shooter. Decades of experience with the trustees. Highly recommend a lawyer to file instead of trying to do it yourself. 4 months later. Discharged over $200K of debt. Now I can sleep at night like a baby. Thank you so much to FCC. I feel like I got a second chance. God bless America for having a system that allows qualified debtors to get a "fresh start". Much gratitude.

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.

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!

Unprofessional people. That Victor & Wendy just keep on promising to do the job, will ask you to…read morepay sercive charge in advance to do the job but they will not do it on time. Even if you call the office, no nobody will answer, if you leave a msg no one will call you back, if you send email they will not reply on time, office is close always and very hard to get an appointment. These people are rude, unprofessional & cannot be trusted. If they can't do the job on time they should not accept it, they will only make your business with them pending for long time. Not recommended to public to get get their services, unprofessional people especially Victor & Wendy. Don't try or you get dissapointed only.

Could I give less than a 1 star???…read more We have used Casablanca in La Puente to prepare our taxes for many years. After Suzanne passed away Victor Ruiz took over our case. Forward to 2025 doing our 2024 taxes: February 2025, I sent my tax information to Casablanca and received a notification on 2/24 they received our paperwork. About a week later got a call informing me my taxes were done, and they asked for my credit card payment information. I paid. Wendy asked if I wanted electronic or paper copy of my package. I said please mail my copy to me. I waited 2 weeks and had already received my refund from the government. Still no copy of my tax package from Casablanca. I called and asked Wendy where it was, and she said it was being mailed out that day. A few days later I received my package in the mail. Upon reviewing what they electronically filed I noticed a significant error on line 6a listing our 1099 income. Then looking across to 6b was a different totally random number. I checked the 1099's I submitted to them and saw their check marks noting all amounts looked at. They just input the wrong amounts! Numbers and accuracy should be very important for someone being paid to process taxes!!! Alarmed I immediately called Casablanca and spoke with Wendy again. I reviewed the errors I caught. She asked me to email a copy of the 1099's again and said Victor would reprocess the entire package again and correct errors. Of course, this means an addendum needs to be done and we now stand a chance of being red flagged for an audit in addition to now owing the Fed repayment. Forward to the next week. Still NO RESPONSE from them. I emailed and called the office again. Wendy told me they should have this taken care of by the end of the week Friday or Saturday. Forward to the next week. Still NO RESPONSE! So, Monday I sent ANOTHER email informing them I would be going out of town April 6 and wanted to know if this would all be taken care of before then. Again, NO RESPONSE! Tuesday, I called the office and was informed Wendy was "in a meeting" and they would take a message and that she would call me. I told them that I was not feeling confident about the entire process of the abilities of their office. I understand the end of filing date is close and they are more than likely busy. However, I feel their screw up has made me very anxious, I want it addressed ASAP and should be a priority. Hopefully this is addressed before the 2025/2026 filing year. Would be nice if I could submit a positive comment how they intend to address and repair this fiasco. After this posting I got a quick response! I now owe the Fed a little over 1K I will keep you posted if I get an audit notification due to additional errors.

Manny and his team are so welcoming and down to earth. I was very new to the space of life…read moreinsurance etc and his team took me by the hand, explained everything to me and made it make sense. So happy to have them on my side, I know I can go to them at any point with questions or concerns. I HIGHLY recommend TFA!!!!

Great assistance on 401K rollover and Annuity partial withdraw (if you don't withdraw when your are…read more73, then IRS automatically takes half) Life Insurance on 2 of my granddaughters! Everyone involved was attentive and followed up to make sure I was satisfied! Highly Recommended .

Vosberg Wealth Management is a company we highly recommend because we are a by product of what this…read morecompany can do for you. My husband and I are living a wonderful financial life that this company has helped us achieve. Brian Vosberg is a man of great integrity. We advice people if you're seeking a person to help you make the best choices for wealth building. Is for you to interview them first. What does the person who you're about to trust your finances with do for themselves? Do they follow the wisdom they're giving you? You get people talking and they will tell you about themselves or tell on themselves! We met Brian early on in his career. A business associate of his and a friend of my husband introduced us to Brian. To say we were impressed at his own financial accomplishments for being so young is an understatement! Brian walks his talk. He is an outstanding family man and father. He is strategic in his roll as a family man that's not something he's told us but it's the example we have witnessed throughout the years. Brian is relational not in the sense of the life of the party or the smooth operator sales person type but truly cares about building relationships. We believe Brian is a successful business man because he is what you see. Nothing in him is dishonest or deceitful. My husband and I may be shinning but we're not new we've been around for awhile and unfortunately we have experienced "nice personality types" that did not have our best interest at heart. This review is long because we're not talking about the best restaurant or hair salon to go to. We're talking about trusting your hard earn money to someone coaching you in what to do to build wealth to live out your best financial life for the rest of your life. Brian and his staff are a team that places you first. You're not rushed. Brian is patient. My husband has a greater understanding of financial things than I do. Lots of people like me know how to work hard to earn money but not all know how to make our money make money for us. I say this because Brian takes the time to make sure I understand everything. He knows the questions to ask to get you to know what you want to achieve and that does not mean just making your money multiply but why! What's important to you? I was a business woman for over 40 years constantly coming in contact with couples especially women that had a sudden loss of a husband or mate that now didn't have a clue in who to trust with their finances. I've witnessed financial institutions that were trusted while their mates were alive completely take advantage of the wife left on her own. I've even seen close family members take advantage of grief stricken people as well. This is not isolated only to women but men too. Definitely there are women who are excellent in understanding investments. I'm speaking to those who struggle in this area. That maybe had a spouse who was more the overseer of their financial situation. Brian doesn't want to ever see anyone taken advantage of. We know this first hand. This is going to sound contrary to wealth building but Brian is not motivated by money is why he and his company will always be successful! He is motivated by helping people live their best lives. The financial part is his gifting but his heart to see you thrive is our gift!

Very informative seminar. I learned a lot and I am impressed with Brian's presentation and the…read morevaluable information he gave me for retirement planning purposes in the future including SS and capital gains information.

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

would like to take a moment to write an honest, sincere, and genuine review about Second Chance…read moreFinancial. Back in 1998, when I was trying to purchase a house, I needed help repairing and improving my credit. That's when I met an incredible team at Second Chance Financial -- John, Karen, and Wayne. From the very beginning, they treated me with kindness, honesty, professionalism, and genuine care. Thanks to their help and guidance, I was able to buy my home back in 1998. Now, 28 years later, I find myself reaching out to them again for assistance, and to my surprise and gratitude, Karen and Wayne are still there. That alone says so much about the dignity, integrity, and stability of this company. It shows not only how they value their clients, but also how they treat and respect their employees. What always made them different is that they never treated me like "just another client." Over the years, they would occasionally call simply to check on me and see how I was doing. That level of humanity and compassion is very rare today. If anyone needs honest and trustworthy help with their credit, I truly recommend Second Chance Financial. These are good people who genuinely care about helping others rebuild and move forward in life. Thank you, Karen. Thank you, Wayne. And may God bless the memory of John, who is no longer with us. Your kindness and help will never be forgotten.

Credit can be intimidating, and I often neglected it for that very reason. However, when I…read moreconnected with Karen, she was incredibly patient and informative. What stood out the most was that they were not pushy at all. I've noticed significant improvements since I started working with them, and they genuinely care about your well-being. I've recommended Second Chance to friends and family who also felt uneasy or stuck. If you're in a similar situation, take a moment to call them. It's worth it! Thank you, Karen, Wayne, and the entire Second Chance team. You're making a positive impact in more ways than you can imagine.

We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our…read moretransition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.

My family and I work with one of the founders Gilbert Cerda for the last 3 years…read more Gil has allowed us to better plan financially- from budgeting, taxes, investment strategy, to overall financial health - Gilbert and his team were there. We have then been able to graduate to be able to optimize our investment portfolio. We are saving more and putting our money to work. Gilbert and his team are warm and attentive but the best thing I like about Cerda Advisors, aside from being a Trojan, is the level of trust I have for them and knowing they are doing whats best for me and my family. That's priceless. I highly recommend.

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.

Maggie helped me file my taxes this year and made the entire process very easy. This was my first…read moretime using her service (former tax preparer had retired) and was very pleased with her knowledge, expertise and efficiency. In 60 minutes she was able to prepare and submit (electronically) my taxes for 2023. I was prepared but was still very pleased with how quickly she was able to process information while getting necessary forms ready. I look forward to having her prepare my taxes next year as well and definitely recommend her services.