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.

Knightsbridge is one of the top wealth management firms I've ever worked with. The firm's…read morecommitment to their clients is second to none and their performance in the market is extraordinary. Their analysis, insight, and ingenious ideas have kept my portfolio far ahead of the averages and have generated far higher returns than any of my ETF without much additional risk. I'm especially a fan of their quarterly newsletters and overall transparency. They are a top notch firm and have more than earned my trust and business.

From the owner: Knightsbridge Wealth Management is a fee-only, Registered Investment Advisor. We are a fiduciary…read morerequired by law to act in your best interests. As an independent, 100% employee-owned firm, we do not earn commissions for selling financial products on behalf of any parent financial institution. We simply provide you with personalized and unbiased financial advice.​ Working with a boutique firm, you have direct access to the people making the investment decisions. Our personal money is always invested alongside yours. Our job is to make it as easy as possible to get your money working for you, by setting up accounts and choosing the investments we would choose for ourselves. We also advise you on all your financial affairs: initiating retirement plans for your business, recommending 401k options, developing sustainable spending plans, etc.

Great. Quick . Thank you Bharmel and Associates. I will see you next year . I hope. Easy to talk…read moreto quick response

We've been their clients for over 5 years for business and personal taxes. The team is responsive,…read morefriendly and knowledgeable. If I ever have any questions, they always make time to answer my questions and ensure that they have my best interest in mind. The personal touch customer service is the primary reason why I'm still with them. Big shout out to Eric who's been handling the majority of my accounts recently. Thanks for your time and patience!

I am fairly new to the West Coast and was uncomfortable with switching to a new CPA after being…read morewith one for 25 years! Aaron Riordan made it so easy and comfortable. He literally offers a concierge service for the entire process. One meeting to discuss my situation, an intuit portal to fill out forms, and a final phone call to review the tax documents he prepared. He is so professional and I am set for my future tax planning in Southern California. Thank you Aaron!

Aaron and his highly competent team have managed my complex personal and business tax affairs for…read moremany years They are reliable responsible and plan well ahead to ensure no last minute panics A delight to work with and great value for money I would highly recommend them to anyone looking for tax advice tax planning or year end filings

A friend recommended Vasquez and Associates to me when I moved to Southern California 3 years ago…read more I was starting a consulting business and my wife is in real estate and Louis helped me form a corporation to take full advantage of the tax code. Since starting the business, Louis and his team have provided exceptional service and sound advice that has saved me thousands of dollars in tax liability. Louis and his team are a joy to work with and I recommend Vasquez and Associates to anyone seeking help with their business and personal, accounting and financial needs.

Louie and the entire team are professional, outstanding advisors who really know how to help…read morepeople. They listen, gather the necessary information and then "in plain language" give their advise. I am on the east coast dealing with sale matters happening on the west coast and Louie's advise has been efficient, reasonable and considerate of all circumstances. They are great. Don't hesitate to reach out and as for help from them. You will be so glad you did. Kathy Delmonico 3/5/25

It seems that the reviews for this branch are either all in or all out, so I will do my best to…read morejustify my all in rating. I opened a $2,000 IRA with Schwab 25 years ago as a passive way to invest in the stock market. Initially, I mainly used the phone service to help me learn about the market and terms/procedures on investing. Over time and with some luck (thank you Costco), my funds increased. As I approach retirement, I wanted to get more in depth assistance with my investing. I've been blessed to have a couple of 401k plans with past employers and both of my parents left me a modest amount of inheritance, so I need help with a strategy and also Roth conversions. I had multiple meetings with three companies (and called a couple others), and Schwab proved to be the best choice for me. The level of service all depends on what you want. With simple, no minimum, no fee service you have access to people in this office and their 24 hour line. Once you hit a reasonable threshold, you add a Financial Consultant at no charge. And finally, if you wish to have them to manage your portfolio, for a percentage fee you can add a Wealth Advisor. I am not charged any commission fees. They are key in helping me with all financial matters including tax strategies, partnered referrals for supplemental insurance and trust creation. Compared to other financial management companies, Schwab offers various options that charge a fee either equal to or less than all others I vetted. They do not charge a fee for cash/cash equivalent investments and have options such as bonds management that are lower than all those I interviewed or made calls to get fee information. The personal service I receive has been far and away above all others. They listen to me at our meetings and I have as much input on my investments as I want. It truly feels like a team effort. Thankful for Schwab and my team (Brian - Investment Consultant, Scott - Financial Consultant and Jonathan - Wealth Advisor).

One month ago, I was misinformed by their banking division for fraud incident and was recommended…read moreto freeze the account. I was later informed that it wasn't a fraud but merely a misplacement of deposits to my other bank. 1. The fraud was misinformed to me by Victoria at their banking division. Due to her misleading statements of that someone cashed my check at 53rd bank at New York, under fear, I was induced to make the decision to freeze the account. 2. No one at their banking division called me to report to me what's going on. My fear index was at all time high when I was out of town and have limited resources to find out what's going on. 3. I've made a lot of phone calls and later found out that it was just a misplaced deposit into my other bank. I've informed them and Charles Schwab had known that it was just a check misplacement but failed to lift the restriction and wrote off the investigation. In summary, this bank mislead, misrepresented data and induced client to make wrong decision. The customer service at brokerage firm was unable to coordinate with their fraud investigation for correct data. Finally, they used this misleading tactic to freeze my bank account since last year. I've made so many phone calls and some of my payments to credit card company got returned unpaid because they placed the restriction on my banking account by knowing that there's no fraud. I have called customer service so many times requesting to lift the restriction and to transfer my money back to the brokerage account. As of today, there's no transfer and the restriction is still placed there. This is my question to your management team at Charles Schwab - How long are you planning on having this kind of financial abuse to senior citizen?

Before you invest with FRG/Bob Messina I strongly suggest consulting with other financial advisors…read moreabout any investment he offers. Unfortunately I didn't do so and as a result lost alot of $$, while he made $30K commission when I signed the contract. He sells the Annuity under false pretense and does not disclose pertinent information that would make you run. The contract itself is very ambiguous and it would take several attorneys to understand completely. Bob makes it very easy for you by filling out your application and all you have to do is sign. He claims to be a fiduciary however he does not act like one. All I can say is that I lost a significant portion of my retirement because I trusted Robert Messina. If this review can help just one person I would be justified.

I attended one of their seminars and was honestly really impressed. It was super informative…read morewithout feeling overwhelming, and the team running it was incredibly kind and knowledgeable. You can tell they genuinely care about helping people understand everything clearly.

Dennis is great! He is very quick to respond to questions and has handled our somewhat complicated…read moretaxes for several years now.

Dennis provided outstanding services regarding my tax return. He responded to my initial email…read morewithin a few hours. He prepared my return within 24 hours of receiving my documents. The process was the most efficient and pleasant I have experienced. Dennis provided advice on a tax question I had. Dennis is professional, responsive, and courteous. His fees are fair. I am grateful to have found him.

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!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

Good job helping me to figure out this mess with Medicare and choosing the right plan for my needs…read more Very responsive, helpful and pleasant to work with. Glad there are still such agents - who seem to care and knowledgeable.

Neal is an excellent Agent. Always available. Knows his coverage and policies…read more I've been doing business with him for 7 years never a problem.