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.

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!

They are the best of the best!!! They are knowledgeable…read moregreat customer service and they go above and beyond. Sandra helped me increase my credit score almost 200pts!!!!! Thank you to this team!!! Highly recommend

Great service, handling all items that they said they would. Will use again in the future if we…read moreneed it!

Manny is amazing at what he does. He's professional, knowledgeable, and truly cares about helping…read moreyou improve your credit. He explained everything clearly and made the whole process stress-free. Highly recommend Manny for credit repair!

The picture is from my email, it's a screenshot. You charged me $1,600.00 in total. I asked you for…read morea partial refund and you didn't want to give me anything back. Honestly I'm just bringing awareness to help people not get scammed by you. You didn't help me when I first contacted you, what makes me believe you're going to help me now. I had to hire a different company to help me, and they've done an amazing job. You just love to gaslight people. Please be AWARE PEOPLE TAKE YOUR BUSINESS ELSEWHERE TRUST ME THIS GUY IS A SCAM!!! I begged you to please help me and you didn't I'm not going to tell you who I am. It's not photoshopped I'm not that Tech savvy if I was trust me I would post something worse for making me go through distress!

Zeus & Bill. Bill…read morewas literally in a CAR for my latest meeting, A car. Probably the most disrespectful way to have a meeting pitching services, but ok. He said his team would reach out to request financial statements needed for his analysis. Never received anything. Followed up myself after waiting for weeks, they respond a week later asking what do you need again, and to set another meeting with Bill. It's the email before in the same chain? I need to set a meeting to send requested documents? Never responded to requests for any reading material, past performance, etc. My first meeting for another service earlier this year. It wasn't a priority for me, so I noticed they never responded months later. Apparently this is a theme. Thought I'd give them another chance anyway, which is stupid on my part. Extremely unprofessional, I would not trust them with anything. Their response time is non-existent, and they don't remember what your conversation was about, if they respond at all. Unless you want to give your money to people who don't respond, don't remember what you need, and pitch something while they're in a car. Go with literally anyone else.

Tom truly is the financial professional to be aligned with. He provides a thorough review and is…read moreextremely knowledgeable. Definitely an expert in his field. My family's financial future is 100% protected thanks to Tom's advice. I've already recommended him to family and friends.

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

I sent my mom here to get her taxes done because she had many questions I did not know the answer…read moreto due to life changes. Making an appointment was easy and she had a productive one on one session where her taxes were completed and all her questions were answered. In terms of cost yes it is more than doing it yourself but for peace of mind it's a great deal.

When the subject matter is finance, you definitely want to work with someone you can trust. I was…read morereferred to Kiak for my tax preparation, and I've never felt more comfortable and safe. Kiak, is not only very knowledgeable, but he is exceedingly educated and experienced. Although he is very straight forward, you can clearly see he has only good intentions for his clients. First time working with him and I've already feel confident in referring him to my friends and family. Me and my husband plan on working with Kiak for the future because we've establish a great bond with him. You will find that he is well organized and he is punctual with his work. I am thankful I got the opportunity to work with him.

Great people. I plan on dropping by with the wife and meet with James for a little financial…read moreplanning for our grandson on the way

James, Sandra and staff have all been very helpful throughout the years we have been with them. I…read morelearned through my business about James and they have been awesome on the financial services for business and personal services. Very helpful with retiree information, banking, insurance, and pretty much everything you would have questions on. Highly recommend Lpl Financial 5 Stars!!!