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.

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!

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.

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

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?"

I cannot say enough positive things about Michael Dilella at Financial Counseling Center. Working…read morewith Michael has been one of the most valuable decisions I've made for my financial well-being. From the very beginning, Michael took the time to truly understand my goals, concerns, and overall financial picture. He doesn't just give advice -- he educates. He has an incredible ability to explain complex financial concepts in a clear, approachable way that actually makes you feel confident and empowered rather than overwhelmed. I've learned so much through our work together, and I now feel far more informed and in control of my financial decisions because of him. What truly sets Michael apart is how much he genuinely cares about his clients. It's obvious that this isn't "just a job" to him. He is incredibly hardworking, detail-oriented, and always willing to go the extra mile to make sure nothing is overlooked. He is thoughtful with his recommendations, patient with questions, and consistently proactive in offering guidance and insights that are tailored specifically to my situation. Michael has been a trusted advisor through important decisions, and I always feel confident knowing I have someone so knowledgeable and dedicated in my corner. He follows up, checks in, and makes himself available -- which speaks volumes about his commitment to the people he works with. You never feel rushed or like just another client; you feel truly supported. If you are looking for a financial advisor who is not only extremely knowledgeable, but also honest, hardworking, and deeply invested in helping you succeed, I wholeheartedly recommend Michael Dilella and the team at Financial Counseling Center. Working with him has been an absolute game-changer for me

Feeling financially stuck? Overwhelmed with credit card debt? High interest rate loans…read moresuffocating any progress? Insomnia? 6 months ago I was staying up all night worried about my family's financial future. I felt like I was going to have a heart attack or stroke from the stress. So, how did we get to this point? Business was affected by Covid. My wife was laid off so our income was slashed in half. Started racking up credit card debt. Paying the minimum. Then, there was the financial burden of taking care of elderly parents. I tried debt consolidation but it would take multiple years to pay down the overwhelming mountain of debt compounding like a pounding headache of misery. I felt trapped in a circle of debt, barely getting by month to month with cost of living going up. Then I met with Michael to pick his brain and discuss my options. Our best strategy was to file for chapter 7 bankruptcy. To get a fresh start. This was the best choice for us. Highly recommend talking to Michael and Tamara to just review your options. Worst case at least you will have some clarity of what solutions are out there. Michael held our hands and walked us through everything. Tamara does most of the heavy lifting. She is amazing. Much respect to Tamara's patience and diligence. She told us exactly what was necessary to file so the process was easy and smooth. I spent many hours to get all my docs in order per her request. So, dont be lazy and get your stuff in order. John is the confident lawyer. Straight shooter. Decades of experience with the trustees. Highly recommend a lawyer to file instead of trying to do it yourself. 4 months later. Discharged over $200K of debt. Now I can sleep at night like a baby. Thank you so much to FCC. I feel like I got a second chance. God bless America for having a system that allows qualified debtors to get a "fresh start". Much gratitude.

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!

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.

The service here is amazing, Irene really explains everything in detail and creates a comfortable…read moreenvironment to complete our taxes. It is a valuable and reliable service and I enjoy coming here each year.

After our previous tax preparer disappeared off the face of the Earth several years ago we had to…read morefind a new person to trust with our financial life... That person turned out to be Irene Christiansen, owner of OC Financial Services in Fullerton CA. Irene is professional & knowledgeable in all aspects of financial management, planning, & tax preparation! She communicates to her clients in a way that's accessible, helpful, & completely understandable -- She meets all her clients exactly where they are in their knowledge of their finances. Her fees are reasonable & her demeanor is warm & friendly. I am happy to have found someone to care for our financial needs that is trustworthy & thorough.

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!!!!

Great assistance on 401K rollover and Annuity partial withdraw (if you don't withdraw when your are…read more73, then IRS automatically takes half) Life Insurance on 2 of my granddaughters! Everyone involved was attentive and followed up to make sure I was satisfied! Highly Recommended .

Found Owen through Yelp, and he absolutely did not disappoint…read more From the very first conversation, it was clear that he's knowledgeable, thoughtful, and genuinely invested in helping his clients make smart financial decisions. He's helped me achieve strong returns on my investments, and beyond that, he's been incredibly helpful with other areas of my financial planning as well including opening and structuring my life insurance in a way that actually made sense for my long-term goals. What I really appreciate is that he takes the time to explain things clearly without talking over you or rushing the process. Everything feels intentional, transparent, and well thought out. I never felt pressured just supported and informed. It's rare to find someone who is both highly competent and easy to work with, but Owen strikes that balance perfectly. If you're looking for a financial advisor who is professional, responsive, and truly knows what he's doing, I highly recommend him.

An outstanding wealth manager and a true fiduciary. Owen is highly knowledgeable, thoughtful and…read morealways puts his client's best interest first. His guidance is clear, strategic, and trustworthy. Owen always comes through for me and my husband even with the smallest requests or silliest of questions. I couldn't recommend him more highly.

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!