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BEST RATED ORANGE, CA FINANCIAL SERVICES

3 Best Financial Services in Orange, CA

Expert-recommended Top 3 Financial Services in Orange, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Crossroads Planning, LLC - Orange, CA Financial Services - Portrait
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10+ YEARS IN TBR
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CROSSROADS PLANNING, LLC

(4.8 Score)
765 The City Drive South, Suite 390,
Orange, CA 92868 Directions

Since 2015

Specialty:

✓Financial Planning ✓Wealth Management ✓Tax Preparation and Consultation ✓Cash Flow and Budgeting Advice ✓Goal-Based Planning ✓Retirement Planning ✓Education Funding ✓401k Asset Allocation Review ✓Tailored Portfolio Design and Management

"Crossroads Planning, LLC aspires to help its clients lower their tax liability and optimize their finances through the use of innovative and creative financial planning. Tony T. Chan is the Registered Investment Advisor of Crossroads Planning, LLC. Tony has more than ten years of experience in financial planning and tax services. Upon graduating from California State University, Fullerton with a Bachelor's Degree in Finance with a minor in Military Science, and after receiving his commission from California State University, Fullerton Army ROTC, he decided to pursue his goal of becoming a Certified Financial Planner™ practitioner. He is also a proud member of the Orange County Financial Planning Association, the National Association of Personal Financial Advisors, and the XY Planning Network.

2026 Highlights: Crossroads Planning, LLC offers both virtual and in-person meetings to help you figure out your financial goal."

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License #201519710134

Price:

Tax Preparation & Filing Starting At $225
Financial Planning Start-Up Fee $5,000
Annualized Asset-Based Fee 1.00% For Aum Upto $999,999
Annualized Asset-Based Fee 0.75% For Aum
From $1,000,000
Upto $4,999,999
Annualized Asset-Based Fee 0.50% For Aum Over $5,000,000

Contact:

(714) 890-0808 (714) 393-9784

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Keep It Simple Financial Planning - Orange, CA Financial Services - Portrait
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KEEP IT SIMPLE FINANCIAL PLANNING

(4.8 Score)
134 South Glassell Street, Suite E,
Orange, CA 92866 Directions

Since 2016

Specialty:

✓Retirement Income Strategy ✓Social Security Coordination ✓Financial Planning ✓Estate Planning ✓Charitable Giving Strategies ✓Portfolio Monitoring ✓Cash Flow and Spending Coordination ✓Wealth Management ✓Tax Planning Considerations ✓Cash Reserve Strategy

"Keep It Simple Financial Planning is an independent, fee-only advisory firm, serving clients across the United States. Jason J. Hamilton, CFP®, CRPC®, CBDA is the founder of Keep It Simple Financial Planning. Jason integrates flow science with wealth management principles to help clients optimize their financial potential and transform their relationship with wealth. Keep It Simple Financial Planning provides a clear, personalized path to financial freedom, designed around your unique life goals. They specialize in guiding professional women, individuals approaching or in retirement, and those with a growth mindset toward their financial goals. They are dedicated to providing you with the utmost level of service and support, helping you navigate your financial future with confidence and peace of mind.

2026 Highlights: Keep It Simple Financial Planning also serves clients virtually across more than 30 states."

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License CRD #269826

Price:

Retirement Coordination Engagement Fee
From $8,000
Upto $10,000
Annual Advisory Fee 1.50% For First $250,000
Annual Advisory Fee 1.25%
From $250,000
Upto $500,000
Annual Advisory Fee 1.00%
From $500,000
Upto $1,000,000
Annual Advisory Fee 0.80%
From $1,000,000
Upto $5,000,000
Annual Advisory Fee 0.65% Above $5,000,000

Contact:

(877) 673-8473 (877) 694-3815

Mon-Thu: 10am - 6pm
Fri: 9am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

Scott Eichler - Orange, CA Financial Services - Portrait
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SCOTT EICHLER

(4.8 Score)
SAVY 742 East Chapman Avenue,
Orange, CA 92866 Directions

Since 2024

Specialty:

✓Financial Planning ✓Investment Services ✓Trust and Estate ✓Succession Planning ✓Tax Optimization ✓Retirement Planning ✓Education Planning

"Scott Eichler specializes in assisting clients with strategic allocation of lawsuit resources for plaintiffs and attorneys. He is committed to simplifying wealth planning by overseeing investment analysis and legal coordination for his clients. His goal is to help clients create effective portfolios, minimize expenses, optimize tax strategies, and attain financial freedom. Through discussions and documentation, Scott Eichler analyzes the landscape of your finances to understand your goals, challenges, and current resources. He supports you through proactive quarterly reviews and meetings as needed, always by your side.

2026 Highlights: Scott Eichler's main interest is to build long-term relationships and to find unique solutions."

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License CRD #5431034

Price:

Tax Preparation Services $895

Contact:

(714) 410-5251

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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CROSSROADS PLANNING, LLC REVIEWS

We had the pleasure of working with Tony CPA, and we couldn’t be more impressed with his professionalism and expertise. Tony was incredibly knowledgeable and took the time to explain the tax forms in a way that was easy to understand, even for someone with limited knowledge of taxes. He patiently answered all of our questions, making sure we were comfortable with every step of the process. His helpfulness and clear communication made our experience stress-free, and we left feeling confident that our taxes were in good hands. Highly recommend Tony for anyone looking for a reliable and thorough tax professional! We are so confident with his service that we schedule our next appointment with him for next year already.

This is my 2nd year working with Garrett at Crossroads Planning and he has been extremely helpful from the start! As a new small business owner, I've had many questions about taxes, and Garrett has always been happy to answer my questions and provide guidance. If you own a business and are looking for tax help, I'd highly recommend Garrett and the team at Crossroads Planning. I'll definitely be a life-long client.

My husband and I have had the pleasure of having Garrett Jones as our CPA for the last 2 years! He has helped us through navigating our business and personal taxes with ease. He is always there for my random questions all year round. Highly recommend Garrett and Crossroads Planning for all your CPA needs, thanks so much Garrett.

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KEEP IT SIMPLE FINANCIAL PLANNING REVIEWS

If you are looking to get your financial life in order and get advice on the world of investing then you must schedule a meeting with Jason. He is incredibly knowledgeable and knows what he is doing. Jason is very kind and makes the whole experience very comfortable and fun. My financial situation has changed since I started following what was taught. I am so grateful and happy to have made the decision to get some advice. Schedule an appointment I highly recommend him.

Jason is extremely knowledgeable yet helps his clients to understand the intricacies of financial planning. He is always positive thinking, even in negative financial times, and is extremely trustworthy. I highly recommend the use of his and his team's services.

Jason is extremely knowledgeable in what he does and has educated me on so many different aspects of financial planning. More importantly, he cares about his clients and wants to help people change their lives and invest in their future. Highly Recommend.

SCOTT EICHLER REVIEWS

Scott and the Standing Oak Advisors team really make you feel like you are unique and not just another cookie cutter client. Everyone is different and that is how they handle your situation. They took the time to look deep into our situation and come up with the right solutions. Now, I just have to go forward and do my part. By the way, I am a repeat customer. Scott helped us with out life insurance issues about 20 years ago, so I knew who to go to for advise today. Thank you.

Standing Oak provides excellent advice and customer service. Scott and his staff all speak in "easy-to-understand" language and have delivered on their advice/plans to help my family meet our financial & retirement goals. I highly recommend them.

Highly recommend Scott! He is a wealth of knowledge for financial planning, tax planning, and retirement planning. He talked me through setting up a new retirement account that I did not even know was an option for my family and I. Thanks Scott.

TBR® Inspection Score Report

CROSSROADS PLANNING, LLC Total Inspection Points: 116/120
Acknowledgments: 8
Experience: 8
Business Images: 10
Complete Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

KEEP IT SIMPLE FINANCIAL PLANNING Total Inspection Points: 115/120
Current Evaluation: 8
Experience: 8
Business Images: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SCOTT EICHLER Total Inspection Points: 114/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10