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.

Writing an updated review from one previously. After the owner of the company got wind of our…read moreissues, he reached out offering to try and make it right. After a lengthy conversation he acknowledged our concerns and the areas of miscommunication and poor conduct by their staff. He vowed to make improvements internally as well as offered a refund for our service. Thanks to Tony for helping make a bad situation better.

Exceptional Integrity and Practical Expertise…read more As someone who also serves clients in the tax industry, I know firsthand how rare it is to find professionals who operate with complete transparency. Joe at Eagle Tax is a rare gem of honesty, common sense advice, and unwavering support. His straightforward approach and deep industry knowledge make complex tax situations easy to navigate. He genuinely cares about doing what is right for his clients rather than just running through the motions. Honest & Direct: Clear, practical guidance without unnecessary jargon. Peer-Verified Quality: High standards that even fellow tax professionals respect. Unmatched Support: Truly advocates for his clients' best interests. I would recommend Joe to anyone looking for trustworthy and reliable tax services.

After a Yelp search, to find a tax expert to assist with my unpaid federal taxes, and other…read moreworries, it took about 5 minutes before I received a response from Joe. I prefer to hire people who are paying attention to their own accounts as he did. Joe is charming and reassuring. Over the phone, he explained everything he would need from me and told me what to expect from him. He shared how he would help, providing best and worst case scenario. And a timeline. Joe moved away from California, but does return regularly as he's a Ducks fan and has season tickets. He may have been worth the price he quoted. I don't know. The two other quotes I got were more than 50% less than what he quoted. It does not make sense for me to pay 2x as much for somebody living in another state to do my taxes. I am writing this review because after and despite my explaining to him and his colleague why I would not be utilizing their services, I began receiving daily prompts to sign a contract. There was no contract when I let them know I would not be hiring them. Yet they sent it. It's seems shady to this old fart. The nerve!

As a busy Criminal Defense Attorney, I don't have the time to do financial investigations and…read moreportfolio re-alignments. But i do have Mr. Lee Norton of Edward-Jones, and having his expertise on my side let's me focus on what i do best. Lee has a great, no-pressure approach to investing for retirement and is able to explain various options in an understandable way. I recommend him!

My mother's passing left me with a small estate and a lot of loose ends. Just about everyone in the…read moreworld came knocking on my door with a suggestion on what to do with the money. I had met Lee about a year earlier and had kept his card. Calling him was one of the best decisions I could have made. Lee is a great listener; asked great questions and helped me gather the various funds under one roof. We even rolled over a couple of dormant IRAs and now my long term finances are clear; I get great reporting from Edward Jones and Lee is readily available to answer my questions about allocations and such. He's been a great financial advisor and friend.

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.

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.

Sandra and Santa Ana financial she's been my loan agent for about 4 years now and she's been…read moreexcellent she's always come through and made sure that I get the financial I need and a little easy payment she has really helped me with someone with my car when it breaks down or if I need extra money she's always been there to help me through everything she's been very awesome I really really appreciate her I really recommend her she's fast she's she's trustworthy she's just excellent I just I'm grateful thank you so much

Jason has been a great steward of our retirement financial planning. Years ago we attended a…read morewebinar that Jason hosted as we were initially looking to what we might need for retiring. We kept in touch and Jason was always willing to provide answers and guidance as we got closer to retiring. Now after about a year in retirement, we are very happy with Jason's advice and our retirement portfolio's performance to date has been excellent. So glad that we discovered Jason and Keep It Simple Financial Planning.

We started working with Jason a few years ago, before I and then my wife entered retirement. He has…read morebeen a (financial) lifesaver in guiding us through the process, giving great advice and education, and making sure that our finances were, are, and will be in order. He has pointed out many things in the complex world of modern finance that we were unaware of and saved us from several big mistakes. Where we were once very apprehensive about if we had enough money for retirement and what to do with it, we are now knowledgeable and confident. Finances are now one of the least of our concerns now that Jason is guiding us, and we are spending our retirement years enjoying life! We have easily saved/re-invested/made more money than it costs to have Jason looking over everything for us. And the peace of mind is worth its weight in gold.

I've been with this bank since it was Affinity Bank, then Pacific Western, and then Banc of…read moreCalifornia. I will admit, I don't like change. However, I never felt the change (except the name). My only concern was the "new bank" would keep treating their own people respectfully and their clients ("me") with patience and integrity. Yep!! That's been my experience for the last 20 years. Every branch, Every time.

Kevin is the man. He was extremely helpful and polite, he helped me set up my online banking and…read moremade sure I understood everything thoroughly. He definitely went out of his way to get me all set up. Kevin also introduced me to his colleagues, Ivette and Kandi (I'm sure I misspelled both of their names) they were all very friendly and welcoming. The branch is located in a beautiful plaza, I can't wait to receive my debit card in the mail!

I've been coming here for the past 10 years and always have Lily to handle my taxes. Her…read morefriendliness, great attitude, understanding, and professionalism make everything go easier. Thank you!

Great Team, Great Support! Integrity, Honest Fair Business!…read moreRecommended for any Business and Personal Tax purposes.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Ryan Gomez does a great job walking you through the options available and maintains contact to…read moreensure the financial plans set in motion continue to service your long and short term goals. Very personable and knowledgable.