Here’s The Deal: Crossroads Planning, LLC is a fee-only financial planner in Fayetteville, North Carolina. Tony T. Chan is the firm's owner and registered investment advisor. At Crossroads Planning, their goal is to help you build a comprehensive financial strategy that gives you the flexibility to enjoy life now while preparing for the future. They offer their customers sound guidance at an affordable price. They advise meeting your overall financial goals through sound financial planning in a conflict-free environment. They believe sound financial planning and advice are backed by deep expertise and experience and are grounded in knowing your success is the only result that matters. They strive to build a strong foundation with each and every client and provide the best possible solution. They offer a complimentary appointment to describe their services and to see how they can best match your needs. They are an energetic, flexible, and open-minded team ready to work hard for you. If you want to work with them, please email them or schedule an appointment today.
3 Best Financial Services in Orange, CA
Expert recommended Top 3 Financial Services in Orange, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 CROSSROADS PLANNING, LLC REVIEWS
I recently had the pleasure of working with Tony Chan at Crossroads Planning. Tony was quick to respond to my inquiries and was always professional in his communications. I was impressed with Tony's level of expertise and his attention to detail, which ensured that everything went smoothly from start to finish. I would not hesitate to work with Tony again in the future and highly recommend Crossroads Planning to anyone looking for a reliable and professional service. Overall, a great experience.
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.
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Keep It Simple Financial Planning is a top-notch financial planner in Orange, California. Jason J. Hamilton is the owner of the firm. He is a CFP®, CRPC®, Certified Financial Planner™, and Chartered Retirement Planning Counselor®. As a Certified Financial Planner™, he brings the technical expertise, education, experience, and ethics requirements investors seek to help them achieve their goals, lower their taxes, and optimize their income and investment returns. The Keep It Simple Financial Planning team takes a personalized approach to financial planning, working closely with you to understand your goals, priorities, and concerns. They are a fee-only registered investment advisor. This means no product sales, no commissions, and they sit on the same side of the table as you, their clients when delivering financial advice. Their team is committed to staying up-to-date on the latest financial trends and best practices, and they're here to provide you with ongoing support and guidance as your financial situation evolves. Contact them today to learn how Keep It Simple Financial Planning can help you achieve your financial goals with a simple, straightforward plan that works for you.
Specialty:
$Price:
Account Value - Total Annual Fee
$0 - $1,000,000: 1.00%
$1,000,001 - $5,000,000: 0.80%
$5,000,001 and above: 0.50%
Investment Advisory Fees:
Flat fee: 0.50%
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 KEEP IT SIMPLE FINANCIAL PLANNING REVIEWS
Jason, is amazing at simplifying and helping me understand the importance of saving and planning for my retirement. In our first session he sat down with me and taught me how the stock market works and various concepts within the retirement planning process. He then showed me what can be possible if I start saving and investing now while I am still young. After having spent time teaching me the various retirement concepts and answering my questions. He helped me create a savings plan that is right for me. I am so grateful that I met with him. Thank you.
Jason is great! I have been a saver my whole life and Jason convinced me with 95% certainty that I would not run out of money if I followed the retirement spending plan that we created. I had looked for an adviser like Jason and had just about given up hope of finding one that did not insist on managing my portfolio for an annual fee based on size of portfolio. Jason is creative and very good at explaining difficult financial concepts, he will personalize a plan according to to your particular needs and situation.
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Sound Financial Services Orange Financial Services Sound Financial Services Orange Financial Services](https://threebestrated.com/images/SoundFinancialServices-Orange-CA.jpeg)
Here’s The Deal: Sound Financial Services is one of the leading financial advisors in Orange, California. Craig Attanasio is the founder of the firm. Their team's mission is to learn and understand your needs, wants, and long-term goals. They want to assist you in developing, implementing, and monitoring a strategy to address your situation. They believe in thinking outside the box and are unafraid to challenge conventional wisdom in investing and preserving wealth. Their energy, commitment, and efforts are focused on you, the client, and your satisfaction. They strive 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. Sound Financial Services helps clients clarify their financial goals and determine realistic plans. Feel free to call them for a no-obligation consultation to see if they fit your needs. Over 30 years in business, they offer income tax preparation and planning, investment advisory services, retirement planning, college planning, and estate planning services.
Specialty:
Contact:
Working Hours:
Sat & Sun: By Appoitment
TBR® Inspection Report:
TOP 3 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.
I have been using this office for over 20 years. Craig Attanasio is an awesome, honest guy. He has help my son, and other family members. He is a straight shooter and a very trustworthy person. I highly recommend Greg and his office to help anyone with taxes or financial assistance.
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.