I went in this morning to set up an account, and my mom also needed help transferring her existing…read moreaccounts. Mia S. was incredibly warm, patient, and thorough in walking us through the entire process. She was fully engaged and provided us with exceptional support throughout our visit. I would highly recommend Mia to anyone in need of accounting services.

The people here were nice and was able to gel deposit my check really quickly. It was also really…read moreclean and easy to find parking. Not sure why so many negative 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.

Writing an updated review from one previously. After the owner of the company got wind of our…read moreissues, he reached out offering to try and make it right. After a lengthy conversation he acknowledged our concerns and the areas of miscommunication and poor conduct by their staff. He vowed to make improvements internally as well as offered a refund for our service. Thanks to Tony for helping make a bad situation better.

I spent the time and energy to meet with Joey Bailey and then get all of my statements together. He…read morethen cancelled my 2nd appt. Stating he was getting his office remodeled? Then I emailed a couple of times asking to at least email me back why he's cancelling me. Then left a message. Completely ghosted me. If you are that unprofessional before getting my money, what will happen next?

I am so grateful for the advice of my Pure Financial Advisor, Richard Alexander. He has been…read moreenormously helpful in laying out my options and giving me sound advice to secure my financial future. Pure Financial's staff is excellent and efficient. They have done a fantastic job pulling all the financial pieces together to create a smart portfolio. Pure's website provides me useful and timely information about my investments. The firm also provides helpful video presentations to help investors understand the markets and their investment strategies.

Contact them cautiously. I got a letter from CMRE financial…read moreservices for some medical charges I don't recall using. Then I call them with my caller ID hidden (by dialing *67 before my phone number). They asked me my DOB but I didn't give it to them because I am afraid that is a scam. She then verified the mailing address and the Account number printed on the letter. I asked them about the charges and the representative told me this is for 911 service on a certain date in a city I never been to. The representative told me she can verified the last four of my social to cross check if I used that service. I told them my last four digit and she said that they got the wrong address and there's nothing I need to do. I am regret that I provided my last four of social, but I want to take out this from my record badly. Finger crossed. How could they randomly send out this kind of debt collecting letter to people?! I am still very suspicious about their actions!

I have been receiving recently non-stop calls from this company and I have yet not received any…read moreletters like everyone else here. However today , I received a text with information about an account placed at their office. I have never been to this office ! So strange. It has a link and it has CA license # too . Not sure if it's. SCAM!!! But I will figure it out

Thank you for the fantastic presentation by Mr. Epstein. As usual it was extremely informative. The…read morequality of presentations afforded your clientele is so conducive to improving one's portfolio. You and Yolondra are definitely number one as far as I am concerned.

Charles is very knowledgeable, and extremely easy to work with. With every interaction I've had…read morewith him, he has been personable while maintaining a level of professionalism. He has helped me identify my financial goals, and is extremely patient in addressing all my concerns when it comes to understanding the current state of the economy, and the importance of rebalancing. He is very well informed, and helps explain things in a way that even I can understand. Both Charles and Yolondra are an extreme pleasure to work with, and I cannot recommend them enough.

Maggie was very helpful over the phone with questions and I would definitely use her services again…read morefor tax prep! I had questions about how to manage my retirement funds effectively and how to mitigate tax penalties and Maggie was very knowledgeable about the potential impacts using just a few statements from my brokerage account! If I had known it was this easy I would not have spent months agonizing over what to do when we were able to answer my questions in less than an hour! Maggie is very responsive to inquiries sent through on the website and to phone calls!

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

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Ryan Gomez does a great job walking you through the options available and maintains contact to…read moreensure the financial plans set in motion continue to service your long and short term goals. Very personable and knowledgable.

Blake Martin of Ark Wealth Advisors has proven to be an indispensable element to my parents' (and…read morethus our family's) peace of mind. He is highly knowledgeable about investing and all the intricacies that accompany planning for the sunset period of life. Blake and Ark Wealth devised a program that protects their wealth while helping to grow it, even at this stage in my parents' lives. With their simulation program, they constructed a plan that "gets my parents to the finish line" comfortably. Their attention and readiness in availability is unmatched. I can always reach them when I need. I no longer worry if my parents have enough to cover everything that's needed, now or in the future. Those questions have been reviewed and answered. This company is truly a Godsend. If you have elderly parents whose wealth needs managing, run don't walk.

Ark Wealth and Chris Morgan have helped me and my family strategize, plan and execute on a path…read morethat meets our short and long term investment goals. I have been impressed with Chris' ability to keep me focused on the long range plan, especially when other opportunities pop up. He is steady, principled and skilled at what he does. I've also watched him help others do the same. Highly recommended!

We needed a new tax person as our long term one had retired. A couple friends had referred us to…read moreMike at Sackett Financial. We are extremely satisfied with his services and at a reasonable rate! Thank you Mike, we are your new long term customers.

Mike has done my taxes for 27 years. He is knowledgeable, professional and thorough. He is also…read moretrustworthy and very honest. He and his team make the tax preparation process easy.

I have been a client of Lighthouse Financial Services since June 1997. Over these 27 years the…read morefinancial markets have soared and crashed but through it all we have always recovered from the lows and exceeded past the highs. Unless you have complete trust in your financial advisors these fluctuations would be very stressful. With Lighthouse managing my portfolio they have proven over decades to be honest, reliable, and highly qualified stewards of my investments. George, Rob, Mike, Muey and their entire staff are respectful, available, and provide clear and understandable advice in managing my investments. They have earned my trust. I have been very pleased with their tax preparation services too. I have confidently recommended Lighthouse Financial Services to both friends and family members.

We have been with Lighthouse Finance since August 2018. We've had the opportunity to work with…read moreJayce, George, and Dustin. Everyone has been kind, thorough and knowledgeable. The firm has worked for us through the financial planning, transfer of funds and management of our portfolio. Although it is not large, it is what we have and they are helping us protect, manage and use it as we see fit. I would recommend their services. Maureen and Ross