Crossroads Planning, LLC is a Registered Investment Advisor in California. Their team is energetic, flexible, and open-minded, ready to work hard for their clients. They aspire to help their clients lower their tax liability and optimize their finances through innovative and creative financial planning. They desire to establish a long-lasting relationship with every client that can be passed on from one generation to the next. They strive to build a strong foundation with every client and provide the best possible solution. They use multiple tax strategies and planning to maximize their client's needs while minimizing their exposure to tax liabilities. They work to achieve the desired levels of both taxable and non-taxable income to accomplish each goal. Contact them to schedule a meeting.
Best Financial Services in Orange
Handpicked 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 REVIEWS
I was referred to Tony Chan by my real estate agent and it was the best referral ever! Tony took my husband and I on a spontaneous appointment before closing time and he was in no rush to leave. My husband and I have been using my prior accountant ever since I got my first job at 16 and recently he has been falling out. I remember when he used to help my whole family and we got great tax refunds each year... but in the last few years we have been realizing that he has been agitated whenever my husband or I had any questions and our tax refunds seemed off and we were getting less and less. With Tony Chan he answered all of our questions with patience and explained to us every little detail. All in all my husband and I left very happy and blessed. I will be referring my mother and mother-in-law to him as he shows his professionalism and knowledge tthrough his work. The facility is also beautiful, modern and clean. All around happy with his services...he is also licensed in finances which is a plus!
My husband and I have been going to Tony for the last few years for our taxes. Tony makes the tax process super easy. You can upload your paperwork onto a secure portal to save you a trip. You pay a little more and get more professionalism and a better tax return so it's a win win. Overall, I highly recommend Tony. I highly recommend!
Tony and team were awesome to work with! They were professional and very responsive. They answered all my questions and provided detailed explanations of tax concepts that I did not understand. I will definitely be working with them again!
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ClearPath Financial is a family-owned, goals-based, independent financial planning firm serving clients from all walks of life. Their team of professionals has years of experience in financial services. They believe that keeping their firm small-medium allows them to provide a higher degree of attention and focus to those they do. They work to create a map and implement a financial strategy that you can be confident in the guide you to your dream retirement destination. ClearPath Financial has recruited the highest quality professionals to guide you along your path. They invite you to discover and experience the power of their services. Contact them to schedule a meeting.
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CLEARPATH FINANCIAL REVIEWS
Can somebody tell me where there's a button for higher than 5 stars? My husband, who would never ask for outside help regarding our retirement, asked me if I wanted to attend a retirement seminar with him. That's when we met Matt Sherman. Matt's presentation was easy to understand. He helped us identify things about retirement planning that we hadn't considered. That night, we set an appointment and after finding out exactly what WE wanted to accomplish, he organized a plan for us. While my husband knows quite a bit about this topic, I don't, but Matt is easy to talk to and I was comfortable asking questions and learning from him. His advice for us was customized to our needs and he became our financial advisor. Since then, whenever we have had questions, (for example, during COVID this year), Matt has been very responsive and gives us his undivided attention. I'm so glad we met you Matt. Knowing you are there for us gives me peace of mind and if my hubby goes before I do, I find comfort in knowing you will be there to help me through it. Thank you!! And...thank you for the wonderful gift! We LOVE it!!!
My husband & I attended one of the small free public seminars he offers in local communities. While it was only an hour--we learned A LOT. We signed up for a free consultation in our home. Matthew is very knowledgeable, personable, and able to make complex subjects easy to understand for the average person. Neither he nor his company are one of those hard-sell institutions. Today, we reviewed the plans he developed. There were 3 thoughtful scenarios; he took the time to explain each and made sure we understood. We received a copy of his plans--all at not cost to us!! In the future, if we decide to shift funds to be used (more effectively), I suspect that's where he might generate some income for himself; it would be a win-win for us both. (I'm guessing here, but he's got to make a living too) I also want to stress, at NO point, did I feel pressured. I recommend Matthew Sherman and his Company, Clear Path Financial. For us it was a great experience.
Very helpful. Very informative. He help me with information I was not aware of for my future. I appreciate it. Help me explain so security, Medicare, . Time well spent
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Sound Financial Services is one of the best financial services located in Orange. Craig Attanasio is the founder of this firm. Sound Financial Service's mission is to get to know and understand your needs, wants, and long-term goals. They want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. They aim to get to know and understand your needs, wants, and long-term goals. They are committed to utilizing their resources to help their clients pursue their dreams.
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SOUND FINANCIAL SERVICES REVIEWS
Helen was very efficient and patient. She took the time to get to know my wife and I and our financial goals. Very easy to work with and is very transparent about their tax prep and making sure you understand the why and how of everything. Recommended by a good friend and will be a life long client. It was a great experience.
Craig Attanasio is Very Patient, Helpful, Honest and Kind! My father had him as his taxman and I will Forever too! 5 Star!!!!! HIGHLY RECOMMEND!!!
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