Absolutely -- here's a polished, genuine-sounding review you can use:…read more I'm extremely grateful for the help and support I received from my bankruptcy attorney. From the beginning, they took the time to explain everything clearly, answer all of my questions, and guide me through the entire process. They were professional, patient, responsive, and truly cared about helping me get through a very stressful situation. Thanks to their knowledge and dedication, I felt much more confident and comfortable throughout the process. They made a difficult experience much easier and helped me move forward with a fresh start. I highly recommend this bankruptcy law firm to anyone who is looking for an experienced, trustworthy, and compassionate attorney. Thank you so much for all your help!

Dealing with debt can be extremely stressful and scary. Michael and his team made going through a…read moredifficult time so much better. Michael came up with thoughtful, innovative ideas to handle my situation and helped me out immeasurably. His experience and relationships working on 4000 debt cases showed. He came up with an affordable, tailored strategy that helped me out of a very tough spot. Most of all, Michael cares about his clients and it shows. I cannot recommend Michael and the Financial Counseling Center strongly enough. Highest recommendation. Good people you can trust.

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.

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.

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.

I had such a great experience working with Patty to get my life insurance. She was very helpful,…read morepatient, and made the whole process easy to understand. I really appreciate how she took the time to answer all my questions and make sure I felt comfortable with everything. My mom has also been working with Patty for years, which says a lot about how trustworthy and reliable she is. I'm so glad I decided to work with her too. I highly recommend Patty to anyone looking for someone who truly cares about her clients and helps them find the right coverage for their needs!

I spoke with Omar, who is actually really easy to talk to. I'm almost 40 so thinking about the…read more"what's next" part of my life is a tough pill to swallow, but the perspective he gives you makes you feel way more comfortable doing it. It helps that he was able to help with rolling over an old 401k but they provide an end to end solution for any financial advice you'd need. There aren't enough stars to give, but highly recommend him and the entire staff (incredibly nice people) for anything you'd need.

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.

I would highly recommend them. I reached out seeking high level guidance on a variety of tax,…read moreretirement, financial topics and Brian took the time to patiently coach me through it. His time was invaluable!

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.

I started working with Michelle 3 years ago under stressful conditions. My biggest takeaway was…read moreher encouragement, advice, and hope toward my then circumstances. She was kind and thorough in her coaching, and I give her my highest recommendation for helping see an accurate financial picture. Call her!

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.

Maggie was very helpful over the phone with questions and I would definitely use her services again…read morefor tax prep! I had questions about how to manage my retirement funds effectively and how to mitigate tax penalties and Maggie was very knowledgeable about the potential impacts using just a few statements from my brokerage account! If I had known it was this easy I would not have spent months agonizing over what to do when we were able to answer my questions in less than an hour! Maggie is very responsive to inquiries sent through on the website and to phone calls!

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