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.

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.

This review goes out to Mike Bell at Lendmark Financial just to let everyone know that anytime you…read moreguys need assistance in regards to financial needs this is the right person to call his a professional person that is always willing to help and to see what he can do to help you gets funds especially when it comes to urgent matters Mike is always their to help that I remember everytime I need help or assistance I call him and his always able to find a solution by providing me funds. I will rate Mike a 100 % under a professional loan consultant .

I was using my Credit Karma app and saw that Lendmark had a personal loan with good odds of being…read moreapproved. Needed a small loan so I thought I'd give it a shot since I had some bills that I needed to take care of. Applied through the Credit Karma app and waited for someone to contact me. Within minutes I was contacted by Fernando at this location and he was great from the start. Very polite and welcoming and made it a point to make it a very personable interaction. He made the process over the phone quick and flexible as far as when I was able to make it in to finalize everything. As soon as I got there, the office is located in a shopping center that is well known for being busy. I usually go to the stores around the area on a weekly basis so I was pretty familiar with the area but didn't even realize this place was there. The office was secure as it required a pin or remote access from someone inside to get in. Fernando made me feel comfortable and respected my time since he knew I stepped out of work for a bit to get this handled. After going over all the info which was pretty easy to understand, the money was deposited into my account within seconds. With the whole process taking at most an hour all together. I've dealt with many financial/loan institutions in the past and all interactions just felt like they were there to get you through the process as quickly as possible so they could move on to the next one to make more money. I'm sure its no different here but at least Fernando made it feel less like that. As a matter of fact, he made it seem like I was there for another reason and made me forget why I even applied for a loan in the first place. Honestly a great experience and although I hope I wouldn't need to get another loan in the future, if I do, I am hitting up Fernando for the assistance! If anyone is looking for a great place for your financial needs, hit up Fernando A. here at Lendmark for the help! To make it easier, check out Credit Karma to see what your approval odds are for a loan and see if Lendmark is listed with great approval odds. If you dont have or use Credit Karma, I suggest to download it and use the loan feature and see what your approval odds are. Honestly, if I didn't see this offer on Credit Karma I wouldnt have even figured I'd be approved or find a company that was so quick and easy to deal with. 5 stars for great service! (I am in no way associated with Fernando and or any employees who are employeed are are associated with any of the employees at Lendmark or Credit Karma. But, I gotta give props and appreciation when its due! Give this man Fernando a raise! and Credit Karma, hook me up with a better credit score for crying out loud! LOL just kidding... but no really)

I was interested in investing some money in a retirement account, but was sort of clueless to all…read morethe options available. I was referred to Hartford by a friend and was very pleased with my experience there. I spoke with a man named Daniel and he explained all my options very clearly, was able to answer all my questions(I had so many!!), and eventually helped set me up a Roth IRA. Very professional company and I feel very comfortable with my investment. Highly recommended!!

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.

It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

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.

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.

Jordan at GoldLine wealth management has done an excellent job in advising me in Roth conversion a…read moreportion of my 401K fund. Marlene also helped me to open the EquiTrust annuity account in support of Roth conversion plan. I highly recommend Jordan and Marlene at GoldLine wealth management office in Fullerton if you have any wealth management need!

Great experience with Jordan and staff, Krista and Marlene. Recommended them to our friends and…read morerelatives. Looking forward to a successful relationship so we can fully enjoy our retirement and leave a legacy for our children.