When I first started with the company three years ago it was fantastic!!! I had l no issues with…read morethem managing the budget however in year 2025 I've had the worst experience ever. They struggled with keeping track of my daughter's budget and paying invoices in a timely manner. I really love their customer service especially the worker Hyman,, Bianca and Christina. They are knowledgeable and always available to assist. I would give this company two stars

If you can find ANY other FMS, do it. The reviews are bad for a reason. They have been rejecting…read morevendor invoices almost every month for my kids for 2 years straight. They're rude, they constantly change their process and their staff. Truly horrible customer service and service in general. The one good review on here has to be someone who works there.

TEN 's! The service Trish & her teams provides is just wonderful. Many people become stressed ,…read moreafraid, and experience all different types of emotions linked to the topic of "taxes." The "get in and out" strategy this company implement has eliminated any feelings of anxiety/stress when it comes to filing taxes. Why? because of their knowledge and more importantly -their results. They provide just superb service unlike any other tax service I've located. They make it seem simple for the lay person yet Trish seems to have more knowlede than some tax attorneys-who charge more than 800 per hour. This business is just flat out A+++++ And anyone who feels otherwise would need the entire team of a large hospital to examine their brain. THANK YOU for doing such a FINE job on my taxes for the past 7-8+ years.

horrible service. Joe doesn't take his time with clients. His employee lost my W2's and my file…read morewith all of my information. Nothing has been done. Joe is protecting his employe and now I've been given the run around. Joe is full of shit. Don't trust Joe.

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.

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.

We have used Lisa for a few years and she always did an excellent job and she always knew a lot of…read moredifferent ways to save money and bring in higher returns. She's very knowledgeable. I always recommend her to everyone. One of my friends passed away that was our new CPA so now we will be returning to her and bringing all of our business referrals her way

Lissa has been doing my personal and biz taxes since the early 1980's. Always polite, honest and…read morehelpful. Her husband passed a few years back and she didn't miss a beat.

I recently starting working with Robert, but I have already recommended him to friends and…read morecoworkers. He is not only professional, but very knowledgeable. He always responds in a prompt manner. I know that I am not the only client, but I always feel as though I am. I had my investments transferred to LA Wealth Management and my main reason for choosing Robert was customer service. It doesn't matter if it's morning, afternoon or evening, he always responds.

Working as an educator, LA Wealth Management has assisted me with my retirement, savings and life…read moreinsurance policies to ensure my family and I are well taken care of. The person that has worked with me these past several years is Robert. He has been great! He is efficient and takes the time to show you all available options that best fit your income and need. I highly recommend this company!!!

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.

Marvin Waider is a 5 star financial planner…read more I started coming to him years ago via a word-of-mouth referral. I had no idea what to do with money and Marvin was recommended. I made an appointment and we went through my financial goals. He didn't ask for any of my money but truly wanted me to understand what my options are and what to focus on. We decided I needed a few years befor I should invest. He helped me get the best disability policy for work and we've stayed in touch. He has provided insight with job changes and had really solid honest advice suggestions regarding my finances. Recently, he helped me with retirement. The whole office Is awesome. His wife, his assistant, everyone there is super happy and helpful. When I see that I know he's a good person to work for. And, they are super efficient. Highly recommended if you need someone. And........he is busy so book early. He's busy because he is built on word of mouth and I am passing on mine!

I'm thankful for Heather and the team that set me up with insurance. They sent me options and I was…read moreable to find one about 2 weeks before the new month. I signed up and initially it said it would start March 1 so I'd have an uncovered month but Heather fixed it and i was covered as of February 1st. I'm so thankful because on the 3rd I needed to use it. Thank you for getting me a great policy so quickly.

They would not communicate anything to to me. My 401k money was just seating and not being…read moreinvested. When I requested for them to invest it, they were going to charge a very high fee (about 5%). What I did I took my money to Vanguard where there are no fees and the customer service is excellent! Thank you Vanguard!

I'm cheating this review a little because my experience is actually with the Wells Fargo Advisors…read morein Santa Barbara. My review, however, I believe is based as much on general policy as it is with really excellent service. I inherited a fairly large chunk of money and split it between the Wells Fargo Advisors and Fidelity. I have previously had a fair amount of experience with Merrill Lynch and Dean Witter. Of that group of four, Wells Fargo Advisors (with a relatively small investment) treated me like I was their only customer. A lot of personal attention from one person assigned to my account, numerous email and telephone contacts, and a successful concern with my risk tolerance and that my investments were making money. The other three would not assign one person to my account (I had to speak to whoever was available), paid no attention to my account, and Fidelity even refused any one-on-one email contact with an account adviser. Those three told me not to expect any personal attention until my account exceeded $250,00 to $300,000. Wells Fargo Advisors, with an investment of far less, was happy to give me excellent advice and one-on-one personal service with the same person who knew me. All four of those firms charge the same 1% to manage the account. The expertise I feel my Wells Fargo Advisor guy has seems considerably better than what I got from the pool of advisers from any of the other three firms. Truth be told, I have no love for Wells Fargo but Wells Fargo Advisors seems to be separate. The service and attention I have received from Wells Fargo Advisors is a world of difference from those other four mega huge financial investment groups. I strongly recommend them.