Manuel and TFA are great. We wanted to get life insurance for our family and they guided us to…read morewhich plans would work best for us for our needs. Very responsive and friendly, would recommend if these are the types of services your family is looking into

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!!!!

Mr. Fresh is very amicable and knowledgeable about finances. He has helped us deal with inheritance…read moreissues, when to connect with our tax person and helped us gear up for retirement. He is unbiased and even-handed, which is very good to know, because you don't want to be dealing with someone who has a hidden agenda. Edward Jones Financial offices are hard to come by in So. Cal. It's great that one of the few is manned by Allen Fresh.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

We have known the Norris group for many years and have really enjoyed working with them. We trust…read moretheir integrity and have received many compliments from our clients who have worked with them. Also really love the educational content that the company provides. Their team is always taking the extra steps to make sure that others understand what they are doing with respect to their investment. They really go the extra mile to ensure everyone wins.

I thoroughly enjoyed Bruce's recent presentation "10 Decisions Before the Next Downturn" to the…read moreInvest Club at the Hotel Fullerton. I believe the presentation went about an hour and a half but felt like 30 minutes. The information he presented was engaging, thoughtful and helpful in staying motivated, growing my business and where the market is going in the next 6 - 18 months. He shared stories about his start in Real Estate and how he has tracked the market over the last 30+ years. His logic and analysis are sound and worth heeding his advice. I highly recommend Bruce and look forward to connecting with his organization.

Today we attended a tax seminar hosted by Marshall Life & Financial Solutions (MLFS). Victoria…read moreMarshall opened the session with brief remarks, followed by Adrien Barajas as the lead presenter. From the outset, the presentation was incoherent. Adrien jumped erratically between topics, clipped terminology mid-sentence, and attempted to showcase expertise through jargon that ultimately backfired. His use of a graph depicting tax history and national debt felt performative rather than informative--a clear turnoff. Mentions of Roth conversions were casually dropped, seemingly to entice attendees into future consultations rather than to educate. At no point did either presenter cite their professional credentials, nor are any verifiable designations listed on their website. This lack of transparency raises serious concerns about the legitimacy of the material presented. The venue--a community room at the local library--was poorly maintained. We were forced to relocate due to visibly dirty tables and stained surfaces. The acoustics were equally problematic: excessive echo and ambient noise severely undermined any attempt at meaningful communication. It's unclear why MLFS couldn't secure a venue that meets basic health and presentation standards--such as a clean, carpeted hotel conference room with proper sound insulation and equipment. Victoria encouraged attendees to grab snacks as the session approached lunchtime, triggering a chorus of crinkling bags and chewing that further disrupted the already fractured delivery. Overall, this seminar failed on every metric: content quality, presenter skill, venue hygiene, and professional credibility. Within 15 minutes, we were compelled to leave--astonished by the lack of coherence and institutional rigor. It was, without exaggeration, the most poorly executed seminar we've ever attended.

I'm so glad with you in my life. You have helped me so…read moremuch. Thank you Victoria for your patience and expertise with my retirement accounts. K trevino

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.

Shaila Chamberlain, CPA, has been my financial wizard for several years now, and let me tell you,…read moreshe's nothing short of magical! Whether it's tax season or just another Tuesday, she's always available to help me untangle the financial webs I get myself into. She not only handles my numbers but has also trained my team to handle things so smoothly that I almost believe we know what we're doing. Shaila usually answers my calls and texts with lightning speed, like she's got a sixth sense for when I'm about to have a financial meltdown. Except for today... Today, I felt like a red-headed stepchild--left on read and waiting for a response like a kid waiting for the ice cream truck that never comes. But hey, even the best of us have our off days, right? So, Shaila, you still get five stars from me... for now. But don't make me come back and edit this review! (Kidding... mostly.) Keep up the great work, and maybe shoot me a text back before I start looking for adoption papers.

I have worked with Shaila as being my CPA for quite some time now and has been a pleasure to work…read morewith her. She has been extremely helpful in answering all my questions whenever I felt I was worried about something in regards to my business. Any time she finishes filing taxes for me she is more than willing to sit down and discuss any of my concerns. Something that I do not find often with other CPA's is that she offers mini courses/speaking engagements where she will basically go over how taxes work in the business world. She explains each business entity clearly and thoroughly. Definitely worth the investment. Please ask her or her team about it. Lastly, she is clearly connected with businesses in the Riverside and Inland Empire where she is quite knowledgeable what is going on in the business world for her city she is working in.

Andy Carlson is an absolutely phenomenal advisor. He takes the extra time to stay resilient on my…read moreportfolio. When the market drops he's looking to balance my account in offering the best returns on my investments. Andy is diligent with sending reports and comments from Edward Jones, with points of view regarding market conditions. His Friday networking meeting is a great way in helping me to network my business. Andy's support team member Jennifer Clifton is fabulous, very helpful and delightful personality. This team is the real deal the whole package. I am so pleased to have my investments with Andy Carlson and Edward Jones you will be also. I highly encourage you to make an appointment right away you will be pleased you did.

Andy has been excellent in his knowledgeable advise, communication and customer service. But what…read morehas made the difference to us is his friendly personable approach, honestly and being someone who truly cares about his clients and their family. After some bad past experiences and investments with other "advisors", and recent changes in our family financial situation, I was very reluctant to get the financial consulting I realize I needed. Nevertheless, I was strangely compelled to answer the man soliciting at my door on day (it could have been his adorable daughter who was joining him that day). I am glad I did, He took the time to understand our family financial goals and has worked hard to guide us on investing toward them. His new office is nice and the small things, like having a dedicated place for my daughters to sit and color while we talk, are just a reflection of the care and detail that he puts into his work and his clients.

My wife introduced me to Mike back when we just started dating. She spoke so highly of how…read morepersonable and hard working he was for the small portfolio she had at the time. Since then we have grown our accounts and Mike continues to deliver. He answers the phone after first ring and is thorough and detailed in his communications and explanations. We now have family members that have moved their savings to Legacy & Wealth, and they are also very happy with the results.

Mike is extremely prompt in response time and professional. He listened well to assess my current…read moresituation and gave me financial insight and honest feedback. He is friendly, easy to talk to and wants to set you up for success. I would highly recommend working with Mike to help serve your financial needs!

I met Dave when I was 19 years old and he has now been guiding and educating me for 46 years!…read more I am preparing to retire now and Dave has been so gracious for nearly half a century with me. He always took the time for me even before I had anything to invest, but had questions or needed guidance. Dave is an honest, honorable, humble, very knowledgeable expert and genuinely cares about each client and their financial life planning. He is also a compassionate and altruistic humanitarian. He is a family man who loves and enjoys his family and makes many memories with them. Daveʻs partner, Danny Payne, is very much like Dave from what I have learned recently when I worked with him when Dave was away on a trip. He is a pleasure to work with and very knowledgeable, patient and humble, as are the rest of the staff at Maupin Financial Services. Tina has been with Dave for many years and is a great help at any time with various services. Edgar is a bright, polite and knowledgeable young man and very helpful as well. I give Dave Maupin and his partner and staff my highest recommendation. You donʻt need to be local to Redlands either. I moved to San Diego in 2005 and will soon be moving out of state. I will continue to rely on Maupin Financial Services for the rest of my life. Phone or internet meetings are an easy solution. This company and the people who run it are stellar; you wonʻt find any better or more personal service!

David is a super guy, easy to talk to and a highly knowledgeable and experienced CFP. I would…read morerecommend him to anyone, even my mother.

I like in person contact n i love this Schwab office. I met John n William a few times and found…read morethem very easy to talk, n professional. of the few times that i was in their office, i observed that they were very helpful to other of their clients as well n made everyone welcom. Highly recommended.

Our retirement plan is managed by Charles Schwab so we looked for qualified advisors in the area…read morewho would be able to assist in a consultation for future planning. John popped up in the search and we verified his extensive experience which was a requirement for such an important manner. Unfortunately the branch attempted to substitute someone with a much lesser degree of experience without any notice. Are advisors interchangeable? Did they message us before the meeting to give us the option of rescheduling? No and no. Unfortunately first impressions count and I need to trust the people who I work with to be organized and forthright. No thanks to wasting our time and letting us down.