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.

Yes, this financial specialist were amazing. My advisor - JC, he's amazing & does explains…read moreeverything we need to know. TFA did my living trust review & we were satisfied. Perfect! I don't normally trust anyone specially in regards to our financial savings. But through the help of JC , we (husband & me), we believe in him, trustworthy. He spends time to explain to us word for word in a matter that a layman person will understand.

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

Sid Barnett is a knowledgeable, focused, goal-driven professional as well as a people friendly…read moreindependent agent of MARSHALL Life and Financial Solutions, INC.  Sid and I had our first meeting in August of 2019. Sid took down my financial statements and my goals and went to work. He customized and presented to me a couple different individual investment plans to suit and meet my personal needs.  He spent much quality time with me and even later on met with myself and one of my sons to further discuss these customized investment plans he had put in place for me. Sid continues showing honesty and transparency in conducting business transactions. He has no hesitation whatsoever meeting with any family member, your CPA or other business professional to further discuss, explain, strategize any concerns you may have to better serve your needs. Sid's positive attributes of openness, honesty and transparency has earned him not only my respect and my trust but also the respect and trust of my entire family. To further validate this, my son informed me that I no longer have to run any of my business transactions with Sid by him.  He says Sid has my best interest at heart and will advise me as to the best and most productive investments programs as if investing for himself or his mother.  Sid has good moral values and ethics. He makes you feel important and confident no matter the size of your investments. He guides you and shows you how to set a goal to start planning or to continue making smarter financial investments for a better future for yourself and/or your heirs. Sid will continue to be my lifetime financial advisor and has started advising other family members as well. Therefore, I highly recommend Sid for your financial planning investments and other programs as described on MARSHALL life and Financial Solutions, INC. website. Sid can be reached at (951) 704-9422. He also has my permission to give my phone number to any present or future clients who may want to know more about him. Marie Adams

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.

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.

Great service, great team. Definitely recommend them for your debt management and or/resolution…read moreissues. The process felt like family helping me in a stressful time.

Mr.Guzman is amazing very kind hearted We were referred to Mr. Guzman many years ago when my…read morehusband died Mr. Guzman was right there and Helped me the whole office is great you should take time to check it out he will be totally satisfied Maryann Gable

In my mothers time of need and help, he turned his back on my family after years of tax service…read more Long story short a few thousand dollars no more than 5-6 went in accounted for, the IRS then audited my mother and was leaning and froze all of her accounts of money. The IRS said we owed more than 20K$!! In back taxes and we received no help from Juan himself. I personally asked him how this could have slipped through his his hands and he sat back and told me there was nothing he could do. After that we haven't been going to him now for over 5+ years. Goodbye to his business, we've moved on!!

I'm very thankful for my financial advisors Steve Ruiz, Yadira Anaya, Alan and Aaron Cruz at…read moreIntegrity Financial. This is a Christian based organization and their faith shows through in the way they care and treat people--with honesty, kindness, and integrity. Every time I visit the office, I'm greeted with a warm and friendly welcome from everyone which makes me feel valued. They have all become cherished friends. Any time I have a question, I can send a simple text message and they always responds. That level of accessibility and personal care is rare and greatly appreciated. Most of all, I'm extremely happy with the results of their financial advice. Their guidance has given me retirement confidence and peace of mind about my financial future. I am truly feel blessed my wife and I decided to do business with them. I highly recommend this organization to anyone looking for trustworthy and dependable financial advisors.

Very caring people. Type of care was good. Pretty good office as well. Pretty chill placeread more

This wonderful Financial Plannings, Tax and Retirements office has offered the COFEC: Community…read moreOutreach Education Class; it is free, meaningful, practical and very educational! Please come to enjoy the new learnings and/or to share what you already know/want to know more about: finance, investments, retirements, insurances, taxes...subjects are different for every meetings. Trust me you won't be bored. **for Vietnamese speaking: cong dong minh co the biet them ve Terrie qua phan phong van do PhoBolsaTV thuc hien; da duoc dang tren YouTube voi tua de: "Chuyen gia noi gi vu cong ty My lua dao cong dong Viet quan Cam 25 trieu do?"

Terrie Bui is absolutely amazing coaching, training, and providing value to those she works with,…read morearound, and for.

My husband and I recently reached out to Earl from Wealth Arc Investments to explore setting up a…read morefinancial advising session, and we couldn't be more impressed with the experience. From the moment we connected, Earl was incredibly generous with his time, spending a full hour walking through our unique financial situation in detail. He took the time to truly understand where we're at, asked thoughtful questions, and offered a wide range of insightful recommendations tailored specifically to us. What really stood out was his ability to clearly explain technical terms and concepts that had confused us for years. By the end of the call, we felt more confident and informed than ever before. To our surprise, Earl didn't charge us for this initial session, which speaks volumes about his character and commitment to helping people. When we asked about his rates moving forward, we found them to be very reasonable, and we absolutely plan to return once we've implemented his advice. You can easily tell once you meet with Earl that he is genuine, highly knowledgeable, and truly cares about the people he works with. If you've been considering working with a financial advisor, we highly recommend giving him a call. He's an incredible resource and a wealth of information.

I had the opportunity to speak with Earl on the phone for nearly 30 minutes yesterday and I cannot…read morerecommend him highly enough! I had two main questions / concerns about my finances that had been weighing on me, and he took the time to clearly and patiently explain everything in a way that felt accessible and empowering. He gave me truly 10/10 advice completely free of charge, which honestly feels rare these days, especially when it comes to money. It's clear that Earl genuinely wants to help people and is not just in it for himself. That level of integrity and generosity really stood out to me! I will absolutely be referring others to him and will not hesitate to reach out again if and when I need more guidance. Thank you Earl!

Khamas CPA has done a great job with my tax returns over the past few years, keeping solid notes…read morewhen we talk, for easy reference the following year. My returns can be a bit complex, as I have moved to different states and none of it has been an issue. Ehab is very responsive all year long via phone or email, for any questions that may come up. Love working with khamas CPA!

I can't recommend khamasCPA highly enough. He was prompt, efficient, knowledgeable and helped me…read moreresolve some issues with QuickBooks that saved me so much time. He did fantastic work and was so kind and lovely to work with.

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid…read moreadvice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them.