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.

Writing an updated review from one previously. After the owner of the company got wind of our…read moreissues, he reached out offering to try and make it right. After a lengthy conversation he acknowledged our concerns and the areas of miscommunication and poor conduct by their staff. He vowed to make improvements internally as well as offered a refund for our service. Thanks to Tony for helping make a bad situation better.

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.

oh I wish I'd seen this YELP before I spent the better part of a whole day trying to find out just…read morewhat BILL they were talking about. IT IS A SCAM. There was one possible bill that Anthem Blue Cross said they have but still have not paid (6 months) and I'm told that 6 months now is not unusual? I am in Group that has to approve every expenditure before service..so, I knew that was impossible to have an unpaid bill... HOW awful are these PEOPLE? IF some attorney is reading this...maybe he wants to sue them for trying to collect on "bill" that should never have been sent to patient as being UNPAID. SHAME ON CMRE!

all ER invoices have been confirmed processed for this visit. I randomly get this sent in the mail…read more& called the hospital's billing department to verify. They don't have record. I googled and found this yelp review page!! Matched the address to the other pics other have posted. I haven't paid them anything yet and from the looks of it i think i was right to think it is a scam!! Just wanted to pass this along as they seem to be going under a different name now?

Thank you for the fantastic presentation by Mr. Epstein. As usual it was extremely informative. The…read morequality of presentations afforded your clientele is so conducive to improving one's portfolio. You and Yolondra are definitely number one as far as I am concerned.

Charles is very knowledgeable, and extremely easy to work with. With every interaction I've had…read morewith him, he has been personable while maintaining a level of professionalism. He has helped me identify my financial goals, and is extremely patient in addressing all my concerns when it comes to understanding the current state of the economy, and the importance of rebalancing. He is very well informed, and helps explain things in a way that even I can understand. Both Charles and Yolondra are an extreme pleasure to work with, and I cannot recommend them enough.

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.

Ryan has made a world of difference in my financial life. From our first call, he outlined current…read moremarket trends and gave me concrete guidance on how to invest wisely with limited capital. He quickly diagnosed my financial health and we discussed my goals--graduate school, present needs, and retirement--in detail. I tried investing on my own for years with minimal results. In just a few months with Ryan, I've achieved what took me years to reach on my own. He's outstanding to work with - he prioritizes communication, responds quickly to emails, and is always willing to jump on a call when I have questions. His market knowledge is extensive, and I trust his recommendations completely. I've recommended Ryan to friends and family, and I'd strongly encourage you to call Gerber Kawasaki and hop on a quick call with him.

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.

Blake Martin of Ark Wealth Advisors has proven to be an indispensable element to my parents' (and…read morethus our family's) peace of mind. He is highly knowledgeable about investing and all the intricacies that accompany planning for the sunset period of life. Blake and Ark Wealth devised a program that protects their wealth while helping to grow it, even at this stage in my parents' lives. With their simulation program, they constructed a plan that "gets my parents to the finish line" comfortably. Their attention and readiness in availability is unmatched. I can always reach them when I need. I no longer worry if my parents have enough to cover everything that's needed, now or in the future. Those questions have been reviewed and answered. This company is truly a Godsend. If you have elderly parents whose wealth needs managing, run don't walk.

Ark Wealth and Chris Morgan have helped me and my family strategize, plan and execute on a path…read morethat meets our short and long term investment goals. I have been impressed with Chris' ability to keep me focused on the long range plan, especially when other opportunities pop up. He is steady, principled and skilled at what he does. I've also watched him help others do the same. Highly recommended!

We needed a new tax person as our long term one had retired. A couple friends had referred us to…read moreMike at Sackett Financial. We are extremely satisfied with his services and at a reasonable rate! Thank you Mike, we are your new long term customers.

Mike has done my taxes for 27 years. He is knowledgeable, professional and thorough. He is also…read moretrustworthy and very honest. He and his team make the tax preparation process easy.

I have been a client of Lighthouse Financial Services since June 1997. Over these 27 years the…read morefinancial markets have soared and crashed but through it all we have always recovered from the lows and exceeded past the highs. Unless you have complete trust in your financial advisors these fluctuations would be very stressful. With Lighthouse managing my portfolio they have proven over decades to be honest, reliable, and highly qualified stewards of my investments. George, Rob, Mike, Muey and their entire staff are respectful, available, and provide clear and understandable advice in managing my investments. They have earned my trust. I have been very pleased with their tax preparation services too. I have confidently recommended Lighthouse Financial Services to both friends and family members.

We have been with Lighthouse Finance since August 2018. We've had the opportunity to work with…read moreJayce, George, and Dustin. Everyone has been kind, thorough and knowledgeable. The firm has worked for us through the financial planning, transfer of funds and management of our portfolio. Although it is not large, it is what we have and they are helping us protect, manage and use it as we see fit. I would recommend their services. Maureen and Ross

Elizabeth Mojica was great at assisting me with the whole process. Made it easy, I went to the…read morebranch to finalize paperwork. Once I arrived, Terri help me to finalize all documents and went above and beyond. Great experience! Thank you both

Recently, I needed assistance at OCCU (YL) and Terri Lamey saw that need. She walked right over…read moreand introduced herself and offered her assistance. I was relieved as I wasn't feeling well and needed quick service that day. Terri not only assisted me with compassion and professionalism, she added a sprinkle of humor! Now that is true medicine! Thank you Terri Lamey!