Contact them cautiously. I got a letter from CMRE financial…read moreservices for some medical charges I don't recall using. Then I call them with my caller ID hidden (by dialing *67 before my phone number). They asked me my DOB but I didn't give it to them because I am afraid that is a scam. She then verified the mailing address and the Account number printed on the letter. I asked them about the charges and the representative told me this is for 911 service on a certain date in a city I never been to. The representative told me she can verified the last four of my social to cross check if I used that service. I told them my last four digit and she said that they got the wrong address and there's nothing I need to do. I am regret that I provided my last four of social, but I want to take out this from my record badly. Finger crossed. How could they randomly send out this kind of debt collecting letter to people?! I am still very suspicious about their actions!

all ER invoices have been confirmed processed for this visit. I randomly get this sent in the mail…read more& called the hospital's billing department to verify. They don't have record. I googled and found this yelp review page!! Matched the address to the other pics other have posted. I haven't paid them anything yet and from the looks of it i think i was right to think it is a scam!! Just wanted to pass this along as they seem to be going under a different name now?

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.

Very thorough and attentive service, with clear communication and strong customer service skills.read more

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.

We needed a new tax person as our long term one had retired. A couple friends had referred us to…read moreMike at Sackett Financial. We are extremely satisfied with his services and at a reasonable rate! Thank you Mike, we are your new long term customers.

Mike has done my taxes for 27 years. He is knowledgeable, professional and thorough. He is also…read moretrustworthy and very honest. He and his team make the tax preparation process easy.

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 working with Jimmy Bisharat for our athlete clients. Jimmy does a tremendous job taking care…read moreof our players and providing them with not only proper financial planning but educational resources as well that helps them better understand what exactly they're invested into. His customer service is exceptional. Can't recommend him enough!

Thank you for the fantastic presentation by Mr. Epstein. As usual it was extremely informative. The…read morequality of presentations afforded your clientele is so conducive to improving one's portfolio. You and Yolondra are definitely number one as far as I am concerned.

Charles is very knowledgeable, and extremely easy to work with. With every interaction I've had…read morewith him, he has been personable while maintaining a level of professionalism. He has helped me identify my financial goals, and is extremely patient in addressing all my concerns when it comes to understanding the current state of the economy, and the importance of rebalancing. He is very well informed, and helps explain things in a way that even I can understand. Both Charles and Yolondra are an extreme pleasure to work with, and I cannot recommend them enough.

I spent the time and energy to meet with Joey Bailey and then get all of my statements together. He…read morethen cancelled my 2nd appt. Stating he was getting his office remodeled? Then I emailed a couple of times asking to at least email me back why he's cancelling me. Then left a message. Completely ghosted me. If you are that unprofessional before getting my money, what will happen next?

I am so grateful for the advice of my Pure Financial Advisor, Richard Alexander. He has been…read moreenormously helpful in laying out my options and giving me sound advice to secure my financial future. Pure Financial's staff is excellent and efficient. They have done a fantastic job pulling all the financial pieces together to create a smart portfolio. Pure's website provides me useful and timely information about my investments. The firm also provides helpful video presentations to help investors understand the markets and their investment strategies.

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.

Maggie helped me file my taxes this year and made the entire process very easy. This was my first…read moretime using her service (former tax preparer had retired) and was very pleased with her knowledge, expertise and efficiency. In 60 minutes she was able to prepare and submit (electronically) my taxes for 2023. I was prepared but was still very pleased with how quickly she was able to process information while getting necessary forms ready. I look forward to having her prepare my taxes next year as well and definitely recommend her services.

The people here were nice and was able to gel deposit my check really quickly. It was also really…read moreclean and easy to find parking. Not sure why so many negative reviews

Had an awesome experience with Mia S. She was very helpful from beginning to end with everything…read morethat we needed at Charles Schwab. Very patient with each step of the way and hats off to management for having an employee such as Mia. Will be back to this branch.

I have been a client of Lighthouse Financial Services since June 1997. Over these 27 years the…read morefinancial markets have soared and crashed but through it all we have always recovered from the lows and exceeded past the highs. Unless you have complete trust in your financial advisors these fluctuations would be very stressful. With Lighthouse managing my portfolio they have proven over decades to be honest, reliable, and highly qualified stewards of my investments. George, Rob, Mike, Muey and their entire staff are respectful, available, and provide clear and understandable advice in managing my investments. They have earned my trust. I have been very pleased with their tax preparation services too. I have confidently recommended Lighthouse Financial Services to both friends and family members.

We have been with Lighthouse Finance since August 2018. We've had the opportunity to work with…read moreJayce, George, and Dustin. Everyone has been kind, thorough and knowledgeable. The firm has worked for us through the financial planning, transfer of funds and management of our portfolio. Although it is not large, it is what we have and they are helping us protect, manage and use it as we see fit. I would recommend their services. Maureen and Ross