After working with several larger firms over the years, we were used to feeling like just another…read morenumber. Our experience with Warren Street has been completely different. Even in less than a year, they've already helped us save money on prior tax filings, created a clear roadmap for our financial goals, and given us a structured, easy-to-follow plan. They're extremely responsive, thoughtful, and genuinely invested in our success. We always feel heard and supported, and never feel rushed or overlooked. Veronica, Emily, and Ernest are all wonderful to work with and truly care about their clients. If you're looking for a financial advisory team that combines expertise with personal attention, we highly recommend Warren Street.

We've been with WSWA just a few months, and so far the experience has been great. The staff is…read moresuper friendly and kind, they always answer calls/emails within 24 hours if not the same day, and always have obviously read your emails and are clearly paying close attention to whatever your concerns are. And I would expect nothing less when dealing with your money-and so far that has always been the case. They have made recommendations, reorganized portfolios, offered tax strategy, and offered many other helpful tips. They really spend time getting to know you and what your lifestyle is about, what your plans are for the future years and into retirement, and give careful consideration to everything before moving forward. I'll be updating in a year or two after we see how it goes longer term. Thus far, we are very satisfied with our experience.

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.

Great. Quick . Thank you Bharmel and Associates. I will see you next year . I hope. Easy to talk…read moreto quick response

We've been their clients for over 5 years for business and personal taxes. The team is responsive,…read morefriendly and knowledgeable. If I ever have any questions, they always make time to answer my questions and ensure that they have my best interest in mind. The personal touch customer service is the primary reason why I'm still with them. Big shout out to Eric who's been handling the majority of my accounts recently. Thanks for your time and patience!

2nd time doing my taxes with Jeff. Him and his team did a fantastic job with my returns and future…read moretax planning strategies

I've been going to Jeff for about 12 years. He does a great job trying to educate you around taxes…read moreand really takes the time to go through your situation even during the busy tax season. I would hands down recommend giving him a try.

Haven are rock stars. We have the best monthly financial package of any business I know, that is…read moreour size (30 employees and 20 tight-knit independent contractors). They even help us document our financial processes, and guide our employees in the invoicing and collections process. I could not recommend a vendor more strongly. Don't hesitate to call me for details: https://www.petefowler.com/pete-fowler or 866-706-7327

Haven Financial provides top notch professionalism with a high level of attention to detail. They…read morestay in contact with you to see how they can continuously help your business and provide results whether it is keeping your books straight or advice on how to run your business better. I would recommend Haven Financial to any business, large or small.

My wife introduced me to Mike back when we just started dating. She spoke so highly of how…read morepersonable and hard working he was for the small portfolio she had at the time. Since then we have grown our accounts and Mike continues to deliver. He answers the phone after first ring and is thorough and detailed in his communications and explanations. We now have family members that have moved their savings to Legacy & Wealth, and they are also very happy with the results.

Mike is extremely prompt in response time and professional. He listened well to assess my current…read moresituation and gave me financial insight and honest feedback. He is friendly, easy to talk to and wants to set you up for success. I would highly recommend working with Mike to help serve your financial needs!

Phenomenal customer service with speedy and professional communication! Just opened my second…read morepolicy with them! Thank you KAIDEN KAHKOSKO.

Customer is good! They worked on getting me the best rates possible for my business needs,…read moredefinitely would recommend.

I had a great experience working with Owen Zhang and his wealth management team. Owen is…read moreknowledgeable, professional, and patient in explaining different investment and financial planning options. He took the time to understand my goals and answered all of my questions clearly, without any pressure. I truly appreciate his responsiveness, attention to detail, and personalized advice. I highly recommend Owen Zhang to anyone looking for trustworthy and reliable wealth management services.

Found Owen through Yelp, and he absolutely did not disappoint…read more From the very first conversation, it was clear that he's knowledgeable, thoughtful, and genuinely invested in helping his clients make smart financial decisions. He's helped me achieve strong returns on my investments, and beyond that, he's been incredibly helpful with other areas of my financial planning as well including opening and structuring my life insurance in a way that actually made sense for my long-term goals. What I really appreciate is that he takes the time to explain things clearly without talking over you or rushing the process. Everything feels intentional, transparent, and well thought out. I never felt pressured just supported and informed. It's rare to find someone who is both highly competent and easy to work with, but Owen strikes that balance perfectly. If you're looking for a financial advisor who is professional, responsive, and truly knows what he's doing, I highly recommend him.

A friend recommended Vasquez and Associates to me when I moved to Southern California 3 years ago…read more I was starting a consulting business and my wife is in real estate and Louis helped me form a corporation to take full advantage of the tax code. Since starting the business, Louis and his team have provided exceptional service and sound advice that has saved me thousands of dollars in tax liability. Louis and his team are a joy to work with and I recommend Vasquez and Associates to anyone seeking help with their business and personal, accounting and financial needs.

Louie and the entire team are professional, outstanding advisors who really know how to help…read morepeople. They listen, gather the necessary information and then "in plain language" give their advise. I am on the east coast dealing with sale matters happening on the west coast and Louie's advise has been efficient, reasonable and considerate of all circumstances. They are great. Don't hesitate to reach out and as for help from them. You will be so glad you did. Kathy Delmonico 3/5/25

Derrick in person. Leah on phone…read more I'm beyond grateful for the experience I had here. Every facet of it! Dedicated parking garage and they validate. The building is beautiful. Spent over two hours here and accomplished everything needed.

I've had a longstanding, trusting. vert successful relationship with Fidelity, and the Irvine…read moreoffice is excellent--clean, professional, and welcoming. The advice from Wealth Management team is consistently solid. Some people love to knock their financial advisors--same way they grumble about doctors or the gym--when the real issue is they didn't follow the plan. These folks give you the guidance, but it's up to you to put it into practice. Highly recommend Fidelity.