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.

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.

Maggie helped me file my taxes this year and made the entire process very easy. This was my first…read moretime using her service (former tax preparer had retired) and was very pleased with her knowledge, expertise and efficiency. In 60 minutes she was able to prepare and submit (electronically) my taxes for 2023. I was prepared but was still very pleased with how quickly she was able to process information while getting necessary forms ready. I look forward to having her prepare my taxes next year as well and definitely recommend her services.

***Monday June 8th UPDATE*** I'm switching my star rating,…read moreand want everybody to know that my money was in fact in my account my midnight, this morning. I'm not too sure if it was due to the weekend, or if they did some investigative work to find out exactly who I am. But the money did get deposited. I was freaking out initially, because of the whole situation I explained about in the original review. I can't say for certain that I'll ever use this service again, but I can say my $2k did in fact land, pretty much exactly per my demand and my bills are paid as a result of it. There are other options out there, so this service isn't really beneficial to me since I don't send money overseas. But I can say, that I don't believe this place will rip you off. Please ignore the "scammers" accusations. They are a legit business. Original review: They promise a 10 minute transfer, then when you dump over $2k, They turn around and tell you it's 3 business days. Wire transfers are instantaneous these days. I just received one for almost $14k that was sent and hit my bank account before I even got the text message that was sent simultaneously. So why are you sitting on my money? How this place has such a high rating on TrustPilot blows my mind. I'm so pissed right now, and I will never ever ever use this service again. Bait and switch, and a company full of liars. But based out of California, what do you really expect? I'm in a bind, and had to send cash to myself, because I have $8,000 worth of bills coming out of my business account on Monday, and my normal routine method was incapacitated for a few hours today. So I drove all over West Virginia, and spent about 200 bucks just to send $3,000 to myself, with the promise of a 10 minute deposit, which now, apparently won't hit my bank until next Thursday. Ria said my money had been deposited and I needed to call the bank for further verification, which I did, and they have no sighting or record of my money whatsoever. I called the Ria rep, and with a thick, almost impossible to understand Indian accent or something, (again, California, go figure) was asking me questions to verify my transfer. After I passed the verification phase, he was "sorry to inform me that it will take 3 business days". So the 10 minute promise? It's a LIE. I've only got a few thousand in my bank account, and I'm going to be bouncing bills left and right thanks to these scam artists. I guess for the typical person transferring $100 to TJ or Ecuador, it's the best thing since sliced bread. But for people with serious money that need serious results, within a promised time frame, its a friggin joke. Misled, lied to, deceived. I'll tell you this right now, my money better be in my account by midnight on Monday, or you're going to have serious legal repercussions. And if you think I'm playing? Try me. I have SUCCESSFULLY sued a major conglomerate and even the Federal Government. You can play with my dog, you can play with my emotions, but once you start playing with my money, that's where the fun and games will end for you. Midnight Monday June 8th 2026. If my money's not in there, you'll be getting served by 9:00 a.m. Monday June 8th 2026, by Woodburn and Wedge. You will be responsible for my legal teams costs, and the petty interest you will be paying me back will be the least of the financial restitution I will be getting. ***DISCLAIMER*** This pure, uncut, honest review is federally protected under Federal Law by way of Bill #EO14149. Removal or alteration of this review by Yelp and/or their affiliates without Expressed consent by it's author is strictly prohibited by FEDERAL law. VIolators will be prosecuted, and litigation imminent.

This is the worst money transfer service I have ever dealt with. When sending money to my…read morerecipient, these people put a hold on the money & the person was not able to pick it up. There was a 6 day hold on the money, supposedly for review. I called their customer service to cancel & get a refund since the person was not able to pick it up. Their rep told me it would take 5 to 10 minutes for my funds to show back in my bank account. After 6 days, my money is still not back in my bank account. When I called back, several times, now I am told my money will take 2-10 business days from the date after the original "send" process was completed, as if it was never cancelled. DO NOT USE THIS SERVICE!!!

I was putting off getting help with my retirement planning because I was afraid I'd get bad news. I…read moredid a lot of research and remember hearing Delia on Air Talk with Larry Mantle. I called, set up a 1 hour appointment, and completed the financial inventory requested. She was able to explain my financial status in terms that I could understand. She agreed to let me audio record our session so I could review it after our meeting. And I left with a three ring binder containing an analysis of my current financial situation and projections for retirement. She suggested a few changes, but overall I'm in good financial health. I love what another reviewer wrote and I agree, " So for some of you women out there, smart up! Forgo one of those stupid designer handbags or trips to the spa. Invest in yourself and your future and make an appointment with Delia Fernandez."

Delia gives brilliant advice. She's been helping us with our mother's finances and been very…read moresupportive with good ideas to maximise her investments.

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.

I wish I could give him more stars. He is the best financial advisor that I've ever seen. He is…read morereally analytical and he is one of the top when it comes to services. I am so positive that you can get a best solution regarding your financial situation with him.

From the owner: My business specialize in "Personal Care"…read more There are too many companies and products out in the market, that my clients are flooded with too much information. As an independent broker/advisor, I am always on my client's side, guiding them to the right direction

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.

DO NOT RECOMMEND !!!…read more After experiencing two consecutive years of errors from a well-regarded CPA that resulted in penalties and fees, I made the deliberate decision to take a more rigorous approach to my tax preparation. I engaged two reputable firms simultaneously, paying each their full standard rates, with the intention of filing whichever return I determined to be most accurate and advantageous. Over two filing seasons, I alternated between the two firms' returns based on merit. My other preparer understood and respected this arrangement without issue. Slaten, however, took exception to it and ultimately terminated me as a client. This raises a legitimate question worth considering: if a firm is confident in the quality of its work, why would it object to a client seeking a second opinion? In medicine and law, independent review is not only accepted but actively encouraged as a mark of professional integrity. Slaten's reaction suggests an unwillingness to have their work scrutinized, which is precisely the kind of posture that should concern anyone trusting a firm with their financial obligations. I was a paying client in good standing. I introduced no burden beyond what any other client would. The sole issue was that I held them accountable to a standard of accuracy. That they found this objectionable tells you everything you need to know. **Not recommended.**

I've been with this business for 10+ years. They handle my Retirement ,IRA, Taxes. They are…read morephenomenal!! Susan and all the people are super knowledgeable. I would recommend to anybody retiring or all ready retired or just need financial advice.