Crossroads Planning, LLC-0
Crossroads Planning, LLC-0
Financial Consultant

Crossroads Planning, LLC The City Dr, Orange, California

5.0
(7)Check map
Phone:
+1 714-890-0808
Website:
http://www.crossroads-planning.com/
Address:
765 The City Dr S #390, Orange, CA 92868, United States
Hours:
Wednesday8AM–5PM
CLOSE

    Services

    • Credit-related financial consulting

    • Estate planning

    • Financial planning

    • General investment consulting

    • Investment advising

    • Tax planning

    • Wealth management

    • Fee-Only Financial Planning

    • Fiduciary Advisors

    • Financial Advice

    • Financial Adviser

    • Financial Planner

    Show More
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    Crossroads Planning, LLC Reviews

    5.0 stars based on 7 reviews

    Featured Comments:

    • D

      D Chau

      5.0

      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!

    • R

      Rachel T

      5.0

      Thank you to Garrett for your tax help. Garrett answered all of our questions - small and big. Knew what we needed on our documents. It was a different year for us, having the pandemic and having a baby now to deduct. He's just out there to do good! Loves his job obviously. Very giddy about taxes and very knowledgeable. Also very nice and personable.... FYI was in the service (idk about you but someone who loves the US has our approval). Thank you guys.

    • C

      Christina Rubiano

      5.0

      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!

    More reviews (4)

    Payday Loan Calculator

    Estimated Payment

    $ null

    • Total Principal Paid:$ 1,000.00
    • Finance charge:$ 255.62
    • APR: 311.00 %

    Payment Breakdown

    Map & Direction

    Directions
    Hours:
    CLOSE
    • Wednesday :8AM–5PM
    • Thursday :8AM–5PM
    • Friday :8AM–5PM
    • Saturday :Closed
    • Sunday :Closed
    • Monday :8AM–5PM
    • Tuesday :8AM–5PM
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    • Payday Loans
    • Personal Loans

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    FAQs

    • 1. How to Get in Touch With Crossroads Planning, LLC?

      You may reach them by dialing this phone number +1 714-890-0808. Completing their online form on their website can be helpful.

    • 3. What Kind of Services Does Crossroads Planning, LLC Provide?

      Crossroads Planning, LLC also provides these loan types:
      Payday LoansCredit-related financial consultingEstate planningFinancial planningGeneral investment consulting More services are available from Crossroads Planning, LLC.

    • 5. Is Crossroads Planning, LLC an Agency or a Lender?

      Crossroads Planning, LLC is a Financial consultant. However, WeLoans, as an online loan broker, can assist you in connecting with more than 100+ lenders to get a loan with no credit check.

    • 2. Where Is Crossroads Planning, LLC? How Do I Find It?

      Crossroads Planning, LLC is at 765 The City Dr S #390, Orange, CA 92868, United States. You may use the map to discover the shortest path. You can find more nearby loan stores in California here.

    • 4. How Can I Obtain a Loan at Crossroads Planning, LLC?

      You can apply online on their website. If you need same day loans, you may get additional information on WeLoans.

    • 6. What if I Can't Repay My Loan?

      The best way is to speak with your lender if you expect to have difficulties paying your payments on your loans. Your lender may either accept to change your due date or allow you to skip payments for several months.

    • 7. Is Crossroads Planning, LLC Provide Loans for Bad Credit?

      Yes. But if you need bad credit loans, check on WeLoans.