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.

Dan Romero has been my financial consultant for a few years now. He's a great guy in general and…read morealways makes me feel like my money is in capable hands. Great service and great attitude. I highly recommend him to anyone looking for a trustworthy consultant. (I recommend him to my friends all the time!)

Dan and his staff are Experts in their field. We totally trust them with our future assets…read more Hightly reconmended... Larry harrison

The agent who contacted me said he was an annuity agent representing TransAmerica and other…read morecarriers. Once I signed up to broker annuities all of the paperwork was WFG. I expressed concern and was assured they were the back shop to help. I was then charged $200 a month to sign up and then they wanted $15 a month for platform fees. For any agent out there licensed to sell annuities run for the hills. You can be appointed by most any carrier for free and you do not need WFG. They are not ethical.

They closed suddenly without notice while there's balance of 8000 dollars ! Now they don't allow…read moretrading or more than that, asking me to open a new account !! What about my money !!! I am currently working with   '' PAYBACK "  for assistance  to help get my funds back

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.

They had so many bad reviews they cut them out and wrote their own. Nick is interested in how much…read moremoney he can get, primarily from you. He does not recognize any type of fiduciary responsibilities. He did a terrible job on my account, Terrible.

Excellent work. They have taken care of me for years. There is never a worry or thought when they…read moreare doing your taxes

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 already have a place I do all my taxes at. I was using Turbo Tax many years ago. But these guy s…read morewill help you out with good rates or anything you need help with. I wont give out any quotes on Quora, because I am not a certified tax expert, so you will have to check these guys out on your own time. But I had a good experience with them.

Chatterton& Associates has experienced professionals who can handle all of your financial planning,…read moretax preparation and family trust needs. They care about their customers best interests and meet with their clients on a regular basis to discuss current market conditions and discuss tax reduction strategies. They provide good value for the money.

Tried to transfer a large 401k was left on hold for 30 min decided to transfer it to Fidelity.read more

So far so good! Jon Davis has been responsive, available, easy to work with and very pleasant…read morewith a high degree of professionalism during our acquisition process! We sure need & appreciate his help!

I am so thankful that I stumbled across Secured Income Group by accident last year as I was looking…read morefor CD rates online. I took most of my money out of the stock market at that time because I was uncomfortable with the constant ups and downs of my investments. My financial adviser had only made me a 1.5% investment return in the past 5 years and I had paid him well over $20,000 for that pitiful return! So I felt that it was past time to try something different. Everyone at SIG has been so helpful over the past year. The quarterly interest has always been paid of time and their website is very easy to navigate. I would have no problems recommended this company to anyone who is interested in a secure investment with excellent returns. Keep up the great work SIG!

From the owner: Founded in 1996, Secured Income Group (SIG) is an alternative fixed-income asset manager that has…read morebeen serving high net worth individuals and accredited institutions for over 21 years. Our corporate headquarters have been located in Tustin, CA, for the last 16 years. We offer accredited investors the opportunity to invest in our proprietary Secure Rate™ Term investment, which mimics the function and liquidity of a CD, but at improved yields. It is an excellent way to increase yields on cash deposits in personal savings or IRA accounts. Each Secure Rate™ Term Investment pays a fixed rate, with rates varying from 6.5% to 9% depending on chosen duration. There are no additional fees or charges, and investors may choose to rollover all or any portion of their investment at maturity. The Secure Rate™ Term investment is also IRA qualified, and over 25% of our individual investors use a retirement account to invest.

Very bad experience with this branch. The lady who try to help us try to convince us to investing…read morewith the her and tell us the fund that we want to investment is a scam. Well we will believe her if she's not try to selling per product. So unprofessional

I hardly ever go inside this branch. That's because of the number of ATM's easily available! They…read morehave 2 in the front, and 2 drive-thru ATM's!!! Love those drive thru ATM's. They have plenty of parking, usually right in front of an ATM if you need to get out of your car. Fairly easy in and out if you use the Helm Ave entrance/exit. You might want to avoid entering from Tustin Ave. You could get caught in the ever popular Drive Thru line for In & Out. Although, is that really a bad thing? Pick up a burger before/after the ATM? In fact, if you have 2 people in the car, one should get in line at In & Out, the other can jump out, head over to the ATM, grab some money, and you'll probably be back in time to pay cash at In & Out's Drive Thru!