Finally I found a quick and honest solution... I shopped…read morearound a bit and had a couple bad experiences with "salesmen" in the industry. One company called me back from three different reps saying they were the "Vice President " each time! Lol! Then, I was contacted by Alex and Crestmont. He was professional and realistic about my options. He bridged me with the company providing the loan in a quick and painless manner. When searching for a loan, there are alot of reps just saying whatever to get you locked into something whether it's in your best interest or not. Alex was informative and honest... Hard to find. I will continue to use Alex and Crestmont for my future financing.

Dishonest and deceptive. Rates are doubled if you do the math. Run do not do business with them.read more

Zoey and her team designed an excellent business proposal for myself and my associates. They were…read morequick, well-priced, and very easy to communicate with. I would recommend them to anyone.

Zoey and her team were wonderful to work with! They produced work on time and as promised. The…read morelevel of research was beyond what I could have ever done on my own. Hiring Zoey was an investment in the future of my business and money well spent!

Honest and reliable company with super fast funding!read more

From the owner: Nationwide SBA & Commercial Loan Marketplace NMLS ID: 2272778read more

We have been using First option Capital in several occasions for our financing needs and always had…read morea great experience with them. Brandon is very responsive, honest, ethical, knowledgable and great in doing what he does. He gets things done when others are not able to. Highly recommend him.

Great service from Brandon at First Option Capitol. Brandon is a very professional and courteous…read moreadvisor. Looking forward to working with him again when we expand our operations.

I worked with these folks about 10 years ago and again now. Both times they were fantastic to work…read morewith! Tom made the process easy and hassle free! I would recommend them to anyone that needs working capital quick and without the stress.

Great customer service! I would be happy to use them again. Pacific capital came in hand at the…read moreright time

Great CPA and bookkeeping firm in Orange County. I recently switched to them and I highly recommend…read morethem. From Book keeping to taxes and other CPA inquires and requests .

Korosh is by far one of the most personable and clever CPAs around the block. As my CPA, he was…read moreprompt with responding to phone calls and emails. We met in person a few times to discuss my taxes, and I felt comfortable asking questions. Korosh is knowledgeable and well versed in finances, and when working with him... I completely trust him. I highly recommend working with KDM for business consulting services!

Full service commercial finance firm specializing in equipment leasing and financing. Great…read morecustomer service with an A+ rating from the better business bureau. Company has a great rep in the industry and they are very experienced.

By far the best finance firm we have had the pleasure of working with. Being in the used industrial…read moreequipment industry, a lot of leasing/financing is required to fulfill our clients needs. Strada capital has proven to be the most transparent, and honest company to work with. Special thanks to Katie Kobzeff who has done such a wonderful job for us, providing great communication, customer service, and full transparency to bring our customers the best available options for their needs. Will definitely continue to do business together!

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.

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.