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. Their firm believes in sentiment, and they are proud to rub shoulders with a variety of partners who are committed to the success of the financial planning industry. 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 is great! He is fee based, so there is no attempt to sell you anything. He's willing to take the time and explain everything to you if you have any questions. Definitely in it for his customers and not just about money. Even took the time to talk to me about processes I can take to get into the field. All around great service.
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Life Design Financial & Insurance Services is a well-known financial group in Orange, California. The firm is made up of qualified financial professionals, and their experts are passionate about helping individuals and families to achieve their ideal retirement and financial goals and needs. Scott K. Warner is the Founder and President of the Firm. Scott is dedicated to helping you work toward your financial goals by selecting the right products and strategies for you. He has earned his Bachelor of Science degree in finance, real estate, and law from California State Polytechnic University at Pomona. Life Design Financial & Insurance Services deliver custom plans and products to help you pursue your retirement dreams. Schedule your one-on-one meeting with their experts to clarify your doubts about your financial planning.
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LIFE DESIGN FINANCIAL & INSURANCE SERVICES REVIEWS
I don’t write many reviews about anything but wanted to write this review about how much Scott has help me and my wife find a way to plan for the future. From the beginning Scott has helped with many questions and has made this process easier with his years of experience. He has listened to our concerns and understood our needs by educating and guiding us through the process, every step of the way. It can be daunting contacting a Financial Adviser to discuss your private financial situation (money), but Scott made us feel very comfortable from the beginning. Most of all Scott was approachable, down to earth and made himself relevant and available. This is something I wish I would have done years ago and couldn’t be happier with the outcome. Scott is a true gentleman and professional. We highly recommend Scott and have done so to many of our friends and Family.
Investing ones future in a person who you just met six months ago, is a big decision. Luckily we had a good friend tell us about Scott Warner. I have an ability to recognize talent. Scott was one of those people that have talent. He was able to communicate his intentions to do what is best for my wife and my financial future. Plus he was able to put us at ease with our investments. In a nut shell, Scott is a professional. Look forward working with him for many years.
I have known Scott Warner for about 30 years. I used to have my portfolio scattered with different financial planners and was concerned that if I passed, my wife, Julie would not know where to begin. I moved all of my portfolio to Scott and took his advice on some investments. I am looking forward to retiring in about 5 years with Scott's plan. Julie and I feel good knowing Scott will be there to guide us into retirement with financial security. Thank you Scott!
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Sound Financial Services is one of the best financial services located in Orange. California. Craig Attanasio is the founder of this firm, and he is one of the certified financial planners. Their 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. Sound Financial Service helps its clients clarify their financial goals and determine realistic plans. Feel free to call them for a no-obligation consultation to see if they would fit your needs well.
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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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