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“Garrett at Crossroads is the best! He has been doing our taxes for 6 or so years and is always so helpful. He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail. Thank you Garrett!!!”
“Irene was incredibly helpful and knowledgeable. The entire staff is incredible. It was a smooth experience and I’ll definitely be returning every year!”
“Jimmy is a stellar Real Estate Agent and a man of integrity. He puts his clients needs first and is very professional. I would recommend anyone that's looking to sell or purchase real estate to contact Jimmy and his team. You won't regret it!”
“They are a very professional team, they can handle, advice and help with the domestic and international corporate taxes and what you need to do in a best efficient way.”
“She did a great job, you so much deserve an accolades on this MRS TAISHA CARSON. I can't explain myself right now what I received on my wallet was so great and surprising, an amazing huge amount was sent to me by trading with an expert like MRS TAISHA CARSON. Always do your best, what you plant now you harvest later, I made $9,900 with just little amount of $1000, thanks to MRS TAISHA CARSON. for making that come through. Please all you have to do is to contact her and be a part of this online investment, Her info....”
“I have been with NCH Tax and Wealth Advisors for 20 years now. I am a teacher and have had many life changes from divorce to teaching stateside and now living internationally as an educator. Through all my life changes I have felt very supported and listened to as their client. I have always felt I have a partner and a coach when considering the risks and gains of my vision of living a balanced financial life. What I appreciate most is that even though I am an average person of wealth, I continue to feel that my goals and aspirations are very much taken into account no matter what is happening in the world's economic environment.”
“I recently participated in my first financial planning session with Andrea Graham and I was blown away by her professionalism and insights. She was able to answer questions that I had been curious about for years and gave me several points of view depending on where I wanted to see my finances in the future. I had a great amount of stress before my meeting but walked away with immense confidence in the direction we are taking. I am pleased that she is financial advisor. I will be sending her and her company all of my referrals.”
“I have worked with many in the financial industry over the years and this firm really stands out. My options were explained well and I never felt rushed or pressured to make a decision. The team were patient and thorough, helping me look at a larger picture. I can now feel comfortable about my financial future and that means everything at this stage in my life. I have no hesitation in recommending Financial Resources Group.”
“I'm very grateful for New York Life and my agent Leo Salas for helping me understand the value and importantance of planning for my financial future for myself and my loved ones. I highly reccomend him if u want quality service.”
“Jose is an absolute professional and is very knowledgeable in his field. He is generous with his time and explains things in a way that makes even the most complicated ideas understandable. Great guy!”
“if you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business. they are thorough, experienced, intelligent and up to date on anything tax related , financial or business related. ive used greg and his staff for over a decade and if you want the best in orange county, bar none greg and his staff are the only ones you need to call.”
“I have been a client of Edelman Financial for several years now. Brad Mauer manages my portfolio along with Mo Basit. The level of customer service and professionalism that Brad and Mo provide is unsurpassed. Discussions regarding money and retirement matters can be quite stressful, but Brad and Mo always make my experience stress free while providing the advice that I need to plan for a secure future. I always feel welcome to call with questions or concerns, and always receive prompt feedback to any inquiry that I have. I am very pleased with my experiences with Edelman, and would highly recommend them for your financial needs. Great team! Many thanks to Brad and Mo for their guidance and support.”
“Brian Winter is simply the best CPA I have ever met. His total staff is kind and knowledgeable . I cannot say enough positive things about Brian Winter and company .”
“My husband and I worked with Donte Green! It was a pleasure working with him. He was very knowledge, listened to all our concerns, and helped guide us in the right direction to financial debt freedom. Can not thank him enough for making this experience smooth and possible.”
Open 24 hours
315 3rd Street Unit C, Huntington Beach
Financial Advising
“Vince and his team are amazing CPA's. Vince has always graciously assisted us with our tax needs as well as the clients we have referred to his firm. His knowledge of the tax code and the way he meticulously runs his firm is impeccable and first class! You will not find more consummate professionals than Vince Argy and his team!”
“My wife and I have worked with Michael for the past three years, and what started as him handling our business accounting has grown into trusting him with our personal finances as well.
Michael and his team have been a huge asset to our business. As restaurant owners, we’ve had to navigate some very challenging times, and he’s played a big role in helping us stay on track and continue to grow in a tough industry.
What really sets him apart is that he goes beyond just accounting—he provides valuable insight and helps us think through big-picture decisions with clarity and confidence.
I would highly recommend Michael to any business owner, especially in the restaurant space.”
“Best company ever to use to manage your financial future and retirement in life. I would not ever trust anyone else what so ever. They always have all there clients best interest and financial future in mind. please talk to them to make sure you can retire comfortably in life.”
“We have been Cooke Wealth Management clients since 2002 and can say with certainty that we have been truly blessed to have John and Juliette manage our investments.
They have taken time to get to know us personally and have helped us determine our long-term goals and risk tolerance level.
With all this in mind, they meet with us regularly, and are always quick to respond to questions and concerns.
Their involvement in our lives and finances has helped lift the burden of making investment choices on our own. We can enjoy life without financial concerns, knowing our investments are being managed by those who uphold our Christian values.”
9:30AM - 6:30PM
9741 Bolsa Avenue Suite 201, Westminster
Financial Advising
“Outstanding staff with prompt services for our small business accounting, payroll, and taxes. I truly will miss everyone in the office. The services were excellent. I recommend to others.”
“My family and I have invested with Jeff and Kurt for many years. Their market knowledge, track record, engagement with clients is second to none. They have been able to understand our financial goals as they've evolved over the years and have acted with a steady hand on our behalf to protect assets in times of uncertainty. We look forward to a continued relationship with them in years to come and recommend them to anyone looking for the sophistication of a larger firm and the client service of a smaller one.”
“I have been with Chatterton and Associates for over 8 years. I started out gradually with them transfering my accounts one at a time as I have had some bad experiences with financial planners in the past. They have exceeded my expectations in their services that they provide. In addition, I have access to Trust management as well as tax planning and preparation, all under the same roof. There is coordination amongst the three groups to make sure that your assets not only grow, but are also protected. I give them a five star rating and I have invited my friends to look at this firm as well. They provide free class lectures on a regular basis that I can take my friends to. Awesome company.”
“I had the most incredible experience with the representative Imelda Casanova. She was so helpful and kind and especially patient. I probably have called her about six times in the last two days and not once did she get frustrated. I just got a new car and she was able to set up the insurance and in no time. I've been in customer service for 14 years and know how to treat my customer and Imelda was my competition. Thank you for going above and beyond and know your are a asset to your company.”
“I've known JP and have collaborated with him for years. He is a top-notch fee-only advisor holding both the CFP® and CPA, with a clear understanding of financial planning and tax strategies. For anyone looking to deepen their knowledge of personal finance, I highly recommend his YouTube channel. His videos are clear, informative, and make complex financial concepts accessible to everyone. Wholeheartedly recommend!”
“After working with my previous financial planner for many years, I had only spoken to him a handful of times the last couple years, the members of his team would always mention how he was so so busy. A family member referred Jason to me and I am now very comfortable and confident that I can call Jason anytime whenever I have a question or concern. He's also very attentive, my husband enjoys the stock market and follows it daily and Jason is very knowledgeable on stocks. Jason and his team even meets with me to analyze and see if I am still on track with all my finances including the trust account with my family. So grateful that I found Jason and Janet, his assistant!!”
“I went in this bank today with a 63 dollar check, I was wondering if they were going to give me a hard time. But the Lady was so professional and polite and wonderful. I have to say I'm completely satisfied with the service. Wish I would have gotten her name.”
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“I’ve been going to Top Tax Pros since 2013. 13 years!!! Brian, Rodney and team are absolutely amazing! Rodney handles my taxes and he’s always very thorough and helpful when it comes to my many questions. He’s the absolute best! I’ve referred my mother and other family members and they’re all happy with their services as well. I wouldn’t look anywhere else when it comes to my tax preparations or anything related to my taxes! Keep up the great work, Top Tax Pros!
Signed, a loyal and returning client!”