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.

Had an informal consultation of family tax planning question. Very professional, patient and kind…read more He told me every details he knows and honestly.

Not sure why Kyle doesn't have any reviews on Yelp. Was initially hesitant to go with him, but…read morechecked him out on Google and people had some good things to say. Anyhow, called Kyle about what my best options would be to handle some Business debt I've incurred and he was super helpful in getting me the information I needed to make a more informed decision. There was no upsell, just advice and I appreciated that a ton and found it super refreshing. Anyhow, thanks again Kyle!

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.

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!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

Wow, Bradey is a financial wizard AND she has personality. I always thought financial advisors were…read morestuffy and boring. I've never had more fun putting together a great plan for my future. Also, there are so many technical ways you can optimize your finances and I am so happy I don't have to think about keeping up with all the changes anymore. Bradey and her team are phenomenal and she is my advisor for life.

Bradey is the best financial planner I have ever worked with. She is literally a wealth of…read moreinformation and dates about her clients, making sure they feel educated and have complete transparency. She also has access to life insurance, college accounts, and more depending on your needs. You'll get quality care with Bradey.

I have known Wade Slome for about 5 years and have found his teams insights, guidance and advice to…read morebe incredibly helpful. They have an excellent grasp of the market and investment opportunities and are able to match that readily to your own requirements, making a complex discussion more straightforward and easy to follow. I have experienced great results following their advice which is ultimately the acid test. Your investment advisor needs to be someone your trust and have confidence in and they have always delivered against my expectations.

I enjoyed working with Wade and appreciated his deep level of expertise. Not many advisers have…read moremanaged billions of dollars with an Ivy League education and the highly regarded credentials of CFA & CFP. I encourage others to give wade a call, if you desire assistance with your investment and/or financial planning needs.

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.

I got a loan for some diagnostic software for my shop. Always paid it on time, never had any…read moreissues. I called them March 8 2022 to request a payoff quote. On Mar 10 I paid it off plus a $79.73 debit card processing fee. The next day, an additional $79.73 was taken from my account. I called and spoke with customer service (eventually...a nightmare all its own.) The representative would not connect me to anyone in the payoff department nor provide a direct name or phone number for anyone in her chain of command for me to talk to. As of Mar 28 my account was still open and active despite paying it off over two weeks before. I got ahold of their Sales Manager Matthew Pinnegar and explained what was wrong and why I was angry. Out of this entire process, he was the only good contact or experience I had. He was able to get the ball rolling and the account closed a/o Mar 29 with a Bill of Sale emailed to me. They also remitted the $79.73 they took from me originally. I would never do business with these guys again. They have a great Sales Manager who actually gives a crap, but the rest of them were useless.

Terrible, unprofessional, clueless. Not to mention the advisor, Randy is useless. Never returns…read morecalls. This company is a joke.

My husband and I are young, but we're forward-thinking. After several hours of research on the…read morelong-term health of social security, we concluded it better to bank on long-term, self-saving, investment strategies, instead of a deprecating system that's set to exhaust within the next 30-50 years. We're fairly active on facebook, so we reached there for a recommendation and found out one of our old friends, Josh Crowe, was a credible candidate. We met with Josh, who agreed with the research, and helped us put together a diverse investment portfolio. Feeling relieved we don't have to bank on the US Government over the health of our retirement. Looking forward to continuing the relationship with Josh.

I am very pleased to say I am so thankful to have spoken to Joshua Crowe in regards to having my…read morePension rolled over to Sunpath Financial. I have to say I was very skeptical because I had never heard of the company, I was thinking of rolling over my pension to Edward Jones until I spoke to Joshua over the phone and he was very informative with what they have to offer. He answered so many of my questions on retirement , made me feel so comfortable reinsuring me through the whole process that everything will be fine and how he was going to work with me, with all the information that I need and how it will work for me in the future which is the scariest if you don't have a very large amount of money. I was so impressed with Josh's attitude and his desire of his work really made me make a fast decision on going with SunPath. Greatest guy ever.

Chi constantly communicate with me throughout the process of transferring my investments and…read moreobtaining life policy. She's very knowledgeable of her products and explain everything in details.

If you need a financial planner you can trust, look no further. Chi Luu will break down the pros…read moreand cons of each person depending on their needs. After consulting with Chi Luu, I feel more confident moving forward and securing my future needs. In addition, Chi Luu makes me feel like I was talking to a trusted family for financial advice. Thank you Chi Luu for your professionalism and excellent service.