1. Pacific West Credit

1. Pacific West Credit

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Orange, CA

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Pacific West Credit

4.5 (25 reviews)
Open 8:00 am - 5:00 pm

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Kathryn has helped me beyond words. She had removed 50% of the negative reviews and I am beyond happy. Highly recommended!!

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Review Highlights - Pacific West Credit

Dean has outstanding customer service and provided ease of mind when it came to explaining everything in detail.

Mentioned in 16 reviews

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Crossroads Planning

Crossroads Planning

(132 reviews)

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.

Sense Financial Services

Sense Financial Services

(34 reviews)

*** Note, they don't make/sell loans - they set up solo 401k's***…read more I have been a customer of Sense Financial for 6 years, and it's been a phenomenal 6 years. I cannot say enough about the level of customer service and knowledge that Sense Financial has, and shares. Sense Financial is and has been 100% responsive the 6 years I've been a customer, and they are dedicated to helping their customers manage their 401k effectively and in compliance. If Dmitriy thinks you're going to act in a way you could be non-compliant with the IRS rules, he will tell you. If you push it, he will make it clear to you that the IRA is not to be toyed with. He is the person you need to navigate these rules. I have seen companies with excellent customer service. Sense Financial, however, has the Single. Best. And Consistently Best Customer service I have experienced. His support team as well have Always Been on point. The wealth of knowledge on the client portal is copious, well organized, and detailed, but written and organized in a way that's easy to follow. I will not trust this part of my portfolio with any other company, or guidance in my 401k from anyone but Dmitriy.

This is a typical Scammer organization that keeps harassing my small business about a low interest…read morerate loan. I never inquired about anything from this company. They purchased my phone number from a list. These unwanted calls never stop. Furthermore, proof that this company is a scammer is in.the fact that they typically spoof other numbers and need your approval immediately.

Michelle Tascoe Financial Coaching - Financial life coaching Los Angeles business creating wealth

Michelle Tascoe Financial Coaching

(69 reviews)

Koreatown

​​Update: I'm thrilled to share that we sold our home and purchased our forever dream home in May -…read morejust a few months after working with Michelle! ​I credit my husband for finding Michelle on Yelp, as that decision ultimately became the catalyst for achieving one of the biggest milestones of our lives. I'll never forget in one of our final sessions when Michelle said, "You could be in your dream home by this summer." Those words became a mantra that carried me through the stress and uncertainty of simultaneously selling and buying a home. Throughout March, April, and May, I repeated them often - and she was right. Today, we're living in our forever dream home and couldn't be more grateful. We're enjoying time with family​, friends​ and watching our two Labrador Retrievers swim in the pool we always dreamed of having. A huge thank you to Michelle for helping us believe this goal was possible and for giving us the confidence and roadmap to achieve it. If you're considering working with her, I can honestly say the impact extends far beyond finances--it can truly help change the course of your future.

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.

Pacific West Credit - financialadvising - Updated July 2026

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