Stephen and Luke provided me with exceptional service on a life insurance policy even though they…read moreare not getting paid or commissioned on that work. They just provided great service. I am so impressed! I have had to deal with other advisers in the past and never received such helpful information right up front. I will be transferring my accounts to 2020. Thank you Luke and Stephen!

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.

I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his…read moreassistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!

I was very impressed with my free evaluation consultation session with Daniel…read more I have always been hesitant with financial advisers because I've experienced a few of them who are "pushy" and are always trying to upsell. Furthermore I was a little concerned that this eval would turn into a "buy a full financial plan from me" type of thing. This was not the case with Daniel at all. He asked a lot of great questions, he took a lot of notes and gave me a great idea of where I'm at in my financial planning adventure. For me, I've done a lot myself and he was great to bounce ideas of things that I have been thinking or what I can do better. We both agreed that it probably wasn't time for me to dive all in to a full financial plan due to where I am at in my life and what I have been doing on my own. He was forthcoming in that he doesn't think that, at this moment, he would add significant amount more value to what I have already done on my own. He recommended that he can be available to bounce ideas off of in an hourly fashion. To me this is huge. I was half-expecting to not get any ideas/thoughts without signing up for a full financial plan. That Daniel walked through all my finances and gave me great ideas and recommendations. Then for him to say that I probably don't need him 100% of the time shows that he tries to understand his clients first rather than try to just take money from them. Greatly impressed and I will definitely be coming to him for advice and when my life changes where I would need his full services, will be coming to him again.

The staff is always so helpful. Our business requires us to do banking everyday. The people at Banc…read moreof California make it painless.

I wanted to share that I consistently receive outstanding service at this branch and everyone is…read morealways so hospitable. In an era where genuine customer service feels like a thing of the past, the team at this location consistently exceeds my expectations. They listen patiently when I express my needs and work diligently to help me resolve any issues. What impressed me most was their professionalism, attention to detail, and genuine desire to help. At no point do I ever feel rushed or dismissed--quite the opposite in fact. It's rare to encounter such dedication and kindness in customer service, and I believe it's important to acknowledge when it happens. The team here is a credit to your organization.

Nayeli and her team are great. They helped us understand what was in our best interest for an area…read moremy partner and I know nothing about. I would recommend her anyone needing business financial planning like we did.

Nayeli Ballesteros is extremely knowledgeable. She is extremely patient and took the time to…read moreexplain the process of financial planning. You can tell right away from meeting her that she absolutely loves her work that she does. She didn't see me as just another $$$. I truly feel as though Nayeli had my best interests in mind as we were sitting down to discuss my financial plan. I can truly say that I am much more knowledgeable and confident at this time after having consulted with Nayeli. I actually have a bit of a vision now and the future doesn't seem as scary in terms of my financial outlook. If you're thinking of financial planning now or in the near future, please don't hesitate to give Nayeli Ballesteros a call. (951) 264-7556. You won't be disappointed. She is always quick to respond with a text or phone call. Thank you, Nayeli.

If I could give a "ZERO" I would!! I have had my car financed with them for the last 3 years. AND…read moreITS TERRIBLE!!! JUST TERRIBLE!! 1st... When I call to get my balance and see what is due so I can pay it off faster, they give me the run around. I don't want to be with them anymore and haven't been. So when I am trying to get my balance, WHY CANT YOU GIVE IT TO ME!! 2ND. Customer Service is the worst!!!!! Why do you work there if your not happy. As is every time i Call i get circled around. no one can ever meet my needs or answer any of my damn questions. The girls in that office are HORRIBLY RUDE!! I swear, if I were still Ghetto!!!!!!!! 3rd. When you go to the office, there is no Receiptionist, any one just helps you! There is no greeting, its just ... Hi.. Did you need something.. How about: "Hello, How are you today? What can i assist you with today? No water, no nothing!! Then you stand there while they pull up your file and its SUPER AWKWARD!! 4TH... last but not least, they DO NOT RE-FINIANCE!! Yup, I said it... So you will be stuck with them unless your bank is great and will do it for you! They totally suck at all that they do!! They just want your money!! They don't give a two cents about your butt!! SO STAY AS FAR AWAY AS POSSIBLE!!!!

My GF got a car loan from them. They always messed up, double charging and not returning the money,…read morelate fees for no reason. Anyways, so she pays it off and it has been almost a year, they wont send us the title. Wont answer phone calls, or emails. When you call the number, any number, there is a voice mail that no matter what option you choose, has the same voicemail to every option. even spanish. these guys are crooks and a joke. the whole process was a pain and now we cant even get the title. Crooks

Old school face to face banking. Greeted on a first name basis and have your best interest at…read moreheart. We have a small business and i wouldntbank anywhere else! Ila Gomez, Kevin and Hua Ling are fantastic! Thank you!

Hauling, Jamey & Kevin are always such a great help! They're very personable and reliable with all…read moreof my requests, I will continue to be a returning customer