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!

Once upon a time, this Faerie Queen needed a quick bit of banking to be done. Very hospitable…read morestaff, clean area, and transactions that are smooth and efficient. Good experience. The end.

LBSFCU is absolutely awesome when it came to handling my HELOC. There service was outstanding…read moreprompt and care free. They walked me through each step of the process and within a couple weeks I was approved. Josie and Wellington did an amazing job handling my loan. Highly recommend.

I was putting off getting help with my retirement planning because I was afraid I'd get bad news. I…read moredid a lot of research and remember hearing Delia on Air Talk with Larry Mantle. I called, set up a 1 hour appointment, and completed the financial inventory requested. She was able to explain my financial status in terms that I could understand. She agreed to let me audio record our session so I could review it after our meeting. And I left with a three ring binder containing an analysis of my current financial situation and projections for retirement. She suggested a few changes, but overall I'm in good financial health. I love what another reviewer wrote and I agree, " So for some of you women out there, smart up! Forgo one of those stupid designer handbags or trips to the spa. Invest in yourself and your future and make an appointment with Delia Fernandez."

Delia gives brilliant advice. She's been helping us with our mother's finances and been very…read moresupportive with good ideas to maximise her investments.

We have been blessed to have found and be a part of JST Investment Services for nearly 5 years now…read moreafter transferring our resources from Northwestern Mutual, Charles Schwab, and other investment services. Jeff takes a proactive approach to get things done for my personal and business financial porfolio. Communication is key in this industry and Jeff is available to answer any questions you may have; now that's like having a personal investment guru at your fingertips. Service is amazing! No need to look elsewhere, give him a call for a FREE consultation and DM me to thank me later. God bless!

Jeff Tilson is extremely organized, professional, and puts a lot of care into working for his…read moreclients best interests. He's also upfront and honest! Jeff is also quick to respond to questions and gets back to me fast. I really like his articles and tips on the JST Investments Facebook page.

Very pleased with the service provided from this firm. I will return next year when we schedule out…read moretax returns

SIgned up with this accountant based on the Yelp reviews. Initial interview went well. After that…read morethe office manager seemed unorganized. When it came time to come in for the tax appoiuntment Stan was very short and irritable, then hung up on me. I dont think he looked at any of my information until right before our appoinement. It was not a professional experience. I would not recommend them for such an important service. You need someone professional that you can trust.

I went into the Seal Beach office to set up accounts for my 3 grandchildren. I was welcomed by…read moreArya and ask what I needed. This young man then proceeded to help me set up the accounts. He explained what needed to be done and then helped me do all three (I never would have been able to do it on my own). He was a very friendly and professional representative for Fidelity! Thank you Arya for all that you did!

Closest Fidelity office in Seal Beach, this location has plenty of parking and a decent variety of…read morestores to shop or eat at. It has a very similar set-up as other Fidelity offices: once you walk in, you notice at least 2 associates standing behind a counter ready to help. We had an appointment with our advisor, so we mentioned that, and they let us know he would be notified and we should have a seat. We were early so waited a bit. The folks behind the counter are young, and since not overly busy, were carrying on conversations with each other. Since we were here last, the office put in a new beverage machine: the Flavia Creation 600...completely self-serve. Created a really good cup of mocha with two custom packs of hot chocolate and coffee. And the disposable packets are automatically 'injested' so nothing to remove/dispose. Coming here gives us an excuse to explore the Seal Beach/Huntington Beach area for the afternoon, which is what we did.

I've worked with Matt for about a five years now and have recommended him to friends. His advice is…read moresolid, he is easy to speak with, simplifies investing and I feel comfortable investing with someone that shares my values.

From the owner: My Portfolio Guide is an independent Registered Investment Advisor. We have a fiduciary duty unlike…read moremost other institutions. We specialize in lowering investment expenses and fees by at least 25% from what you are paying now. This savings often even applies to the self directed investor who may not realize all the hidden expenses they pay. Each client is given 100% conflict free investment advice. We also focus on actively monitoring your portfolio. There is a big difference between "buy and hold" versus what most advisors/investors do.."buy and forget" Every portfolio is customized and created to meet your specific goals and risk tolerance. We also take a comprehensive look at all of your financial picture ; even with regard to assets that we do not manage directly. (current 401k's etc) We offer a complimentary initial portfolio review and complete analysis of your portfolio. You will immediately see how we can improve your current situation, save money, and improve performance!

Great experience with Trevor. Personable and a great resource and advisor. In the local area.read more

Best wealth management and financial advisor in Long beach. Thank you so much for being a trusted…read morepartner for us!