At Crossroads Planning, our goal is to help you build a comprehensive financial strategy that gives you the flexibility to enjoy life now while preparing for the future. Our clients come to us seeking solutions to a wide range of financial challenges and questions. Our collaborative approach eliminates the financial learning curve and allows you more
Rachel Timmermans —
Thank you to Garrett for your tax help. Garrett answered all of our questions - small and big. Knew what we needed on our
This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment as it signifies conformity to a recognized global standard of fiduciary excellence. Our process is aimed at understanding our clients to build appropriate investment portfolios for their needs and tolerance for
Vance C. —
As a small business owner, I was introduced to the Romero & Levin Wealth Management to administrate my retirement fund
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Retirement planning in Orange, CA
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Financial planning in Orange, CA