Rojas & Associates Cpas - Orange

Crossroads Planning is a registered investment advisor based in Orange, CA, offering comprehensive financial planning services. Their team of professionals takes a fresh approach to financial planning, focusing on their clients' goals and success rather than product sales or commission. With a collaborative and unique process, they provide clarity and accountability to help clients define their personal version of success and create a customized financial strategy. From tax preparation to wealth management, Crossroads Planning aims to save clients time and empower them to enjoy life now while preparing for the future.Generated from the website

Educators Retirement Services offers educators a full range of financial products and services. We believe that tax planning and retirement planning should be top priorities for individuals and families of all ages and income ranges. We offer a variety of products and services as we are able to customize a plan for our clients. We know that educators give a lot to their communities in time and effort, so we try to make retirement planning a simple process for them.