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American Classic Escrow

3.0 (2 reviews)
Closed • 7:30 am - 6:00 pm

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Crossroads Planning

Crossroads Planning

(132 reviews)

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.

TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

Retirement Planning Advisors - Front reception waiting area.

Retirement Planning Advisors

(12 reviews)

Karl and Jamie helped us navigate the maze of qualifying my mother for Medi-cal coverage for her…read morelong term care. They were thorough, professional and respectful and successfully qualified her for coverage, saving us thousands. Every case is different but I would trust them to to do the work again in a second.

My 94 year old Mother lived alone and was very active until she fell in the shower and broke her…read morehip. That day was the end of her ability to live alone. My four siblings and I were an emotional wreck when this unexpected life change was thrust upon us. We didn't know anything about elder care or what services were available. We began calling everyone we could think of for advise and help. We were drowning in sorrow and confusion. There were so many decisions that had to be made immediately and we didn't have a clue what to do. Everything felt urgent and it was so important to my Mother's wellbeing that we didn't make a mistake. By an absolute stroke of luck, Karl Kim was mentioned to us by a friend as someone who might be able to help. He and his staff have been wonderful in guiding us through the past 8 months of care facilities, Medi-cal applications, banking advise and hospice care information. I appreciate that I get a reply to my emails and phone calls almost always the same day. One meeting with Karl and the dark mysterious cloud of elder care was lifted from our lives. Thank you Karl and staff for all you have done for my family these past 8 months. You have truly been a Godsend. I know all these five star ratings might seem a bit over the top and I am adding yet one more, but I sincerely believe he is deserving. He absolutely has all the elder care answers and goes above and beyond to share them with you. If you are struggling with elder care issues - reach out. You won't be sorry.

1st Choice Tax & Accounting Services

1st Choice Tax & Accounting Services

(221 reviews)

We had our taxes done at 1st Choice Tax, last year and this year. I honestly can't recommend them…read moreenough. Every time we come do our taxes; from the moment we walk in, the entire experience feels welcoming and stress-free. We had our appointment with Andres, and he was incredible--professional, patient, and genuinely invested in helping us understand our financial situation. He didn't just rush through our taxes; he took the time to walk us through everything step by step, making sure we felt confident and informed. What really stood out was that we didn't just leave with our taxes completed--we also received valuable financial planning guidance that gave us clarity and direction for the future. Andres made something that usually feels overwhelming actually feel empowering. If you're looking for a place that treats you like more than just another client and truly cares about your financial well-being, this is it. This is one of the reasons we always come back, and we highly recommend 1st Choice Tax to anyone looking for trustworthy, knowledgeable, and friendly service.

We recommend this tax company. We were in need of a new tax company since our beloved tax lady…read morepassed. Even though we were nervous GABRIEL was wonderful and explained all details every step of the way. The receptionist was very helpful and informative, thank you We will be recommending to friends and family going forward. Great experience!

LBS Financial Credit Union

LBS Financial Credit Union

(53 reviews)

I cannot say enough great things about LBS Credit Union. I was down to the wire trying to secure a…read moreloan for a home I wanted to buy and only had two weeks to get everything in place. I honestly hesitated to even reach out to a credit union because I assumed it would take too long, but my brother encouraged me after his great experience. Late one night I checked their website and saw that their home loan rates were the best I had come across after searching everywhere. The next day I got connected with Josie, and from the very beginning her energy made me feel like I had made the right choice. I drove from Hollywood to Cerritos to open an account and start the process, and from there everything moved quickly and smoothly. As a first-time homebuyer, the process can be incredibly overwhelming, but Josie and Judy were there every step of the way. They guided me through everything, answered all my questions, and made me feel at ease the entire time. I truly do not know how I would have gotten through this process without them. Josie and Judy are absolute angels who make dreams come true. I am beyond grateful for their support and expertise. THANK YOU!!!

MARION it's definitely a Rock.&.Roll Star Her beautiful…read moresmile & great personality answering all my questions about my loan taking her time and making sure everything is answered correctly. Life should be so easy. Great Hire. Sincerely, Daniel Fisher

American Classic Escrow - financialservices - Updated July 2026

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