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.

I don't know where to start . If I can give more the 5 stars I would without a doubt. I got…read morereferred to FICA to improve my credit. Working with her has truly been life-changing. From day one, she was incredibly supportive, knowledgeable, and committed to helping me reach my goals. She didn't just offer quick fixes--fica took the time to educate me, answer all my questions, and create a clear, personalized plan that actually made sense. What impressed me most was her consistency and transparency throughout the entire process. I always knew what was happening and why, which gave me a lot of confidence and peace of mind. Step by step, I started to see real progress in my credit, and it felt amazing to finally be moving in the right direction. Because of her help, I'm now in a position I never thought I'd be in any time soon . I'm preparing to buy a home. Having stronger credit means better loan options, lower interest rates, and the ability to truly invest in my future. That's something I couldn't have done without her guidance and expertise. If you're serious about improving your credit and changing your financial future, I can't recommend her and her team enough. They genuinely care, and the results speak for themselves. I'll forever recommend her for an outstanding experience I had with her .

I was introduced to Faiqa by a mutual contact and it was one of the most important introductions…read morethat I've had. She helped me improve my credit score SIGNIFICANTLY - and within a very short amount of time. She provided a very tailored plan and was always available to answer all questions. For an honest, hard-working, and absolute professional when it comes to helping achieve an improved credit score, Faiqa is in a league of her own. Highly recommend!

We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our…read moretransition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.

My family and I work with one of the founders Gilbert Cerda for the last 3 years…read more Gil has allowed us to better plan financially- from budgeting, taxes, investment strategy, to overall financial health - Gilbert and his team were there. We have then been able to graduate to be able to optimize our investment portfolio. We are saving more and putting our money to work. Gilbert and his team are warm and attentive but the best thing I like about Cerda Advisors, aside from being a Trojan, is the level of trust I have for them and knowing they are doing whats best for me and my family. That's priceless. I highly recommend.

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.

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.

I have been doing taxes by myself with Turbo Tax for the past 5 years, but there are several…read moremistakes I made that I was completely unaware of. Amber definitely has been a revelation! AS a self employed person you are always conscious of how to save money, she helped me file my own corp and has saved me half of what I was going to owe! I strongly recommend her and Crammer Inc. services. She will be going mine and my wife's taxes until i retire!

I've been going to see Amber for two years in a row now. She's been amazing - on a professional…read morelevel is so helpful for both me and my husband and on a personal level, for seeing her once a year, is so attentive and remembers her clients which makes what some people feel a tedious process as enjoyable as it can be! She was so helpful in making sure she identified what was best for both me and my husband and I know we will continue to work with her in years to come. We're both in Advertising, my husband is freelance and her knowledge of our industry is so helpful in this process!

It's hard to find someone that genuinely wants to help you succeed- specially in the financial…read moreworld. Eva is proof that good people still exist. She's not only great at what she does, but she shares her knowledge to empower you with confidence in your finances- no matter where you're at. Thanks to Eva I no longer fear what my retirement will look like and I have a healthy relationship with the concept of money. Do yourself a favor and spend one hour with this financial genius- it'll be a priceless investment for your future! p.s. I highly recommend her Financial Bootcamp. Smartest 5 Tuesday evenings I've ever invested in and for my life. ¡Gracias Eva! #WorthyOfHavingItAll

The first consultation was great. I do not live in California and she was able to adjust her…read moreconsultation to be done over Zoom. However, after the consultation her follow through and communication went down hill. She said she would send me follow up resources within two weeks and I did not receive anything (a month at this point). My follow up appointment was cancelled same day due to double booking. I returned the call and left an voicemail to reschedule and also brought up never receiving the resources. It's been over a week and no return call or email.

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.

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