We believe that every decision we make may permanently alter our lives. Every choice we make brings us to an alternative. At Crossroads Planning, it’s our job to guide our clients towards the optimal financial path so they can focus on other aspects of their lives. Here at Crossroads Planning, we aspire to help our clients lower their tax liability and optimize their finances through the use of innovative and creative financial planning, We strive to ensure that our individual and small business clients receive the highest level of care and service.
Website: crossroads-planning.com
Phone: (714) 890-0808
Closed now
- Wed 8:00 AM - 5:00 PM
765 The City Dr S, Ste 390 Orange, CA 92868 ·2173.41 mi
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Reviews
yelpGarrett 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...
MoreI highly recommend Garrett to anyone looking for a knowledgeable and trustworthy tax agent and financial planner. I have been going to Crossroads Planning for the last 5 years to help with tax...
MoreI met with them for financial planning. After having me sign an engagement letter that had no details of the services provided, they acted shocked at my request for some sort of written...
MoreRequested a free consultation, and Tony was very helpful and honest during our online meeting. It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many...
MoreWriting an updated review from one previously. After the owner of the company got wind of our issues, he reached out offering to try and make it right. After a lengthy conversation he acknowledged...
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