Shad and his team are the epitome of great customer service! Love his calm and fun personality…read morewhich makes learning about investments and money that much more easy! Sometimes we can get overwhelmed with current state of market yet Shad and Beth are AWESOME at making sense of it all. Thank you!!! Keep up the great work!

Highly recommend Shad. He is patient, listened to my questions and answered them one by one until…read moreI understood. The decision to invest my money with Shad was one of the easiest decisions I have made.

Nyisha is the best! I don't know much about IRAs and investing. Since I transferred my IRA to an…read moreaccount with Nyisha six months ago, its value has increased 10%, and I DO know that's really good. I'm very happy with that. Nyisha answers all my questions in ways that I can understand. Her assistant Erin is awesome- super friendly and professional. I always get first rate service and I always feel like they really care about me. =)

Smart. Articulate. Friendly. Just awesome! Nyisha really knows her stuff! I am easy distracted when…read moreI don't understand a certain subject, from my first meeting with Nyisha I felt like I really understood what the entire investing process was and how it could benefit me and my family. She made the entire process so easy and never made me feel like I didn't belong. I have met some financial planners who if you are not investing thousands then you are not worth their time. Nyisha was from from that. I absolutely love how comfortable she made me feel!!

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

Very knowledgeable, helpful, and friendly. Would definitely recommend visiting and getting your…read morefinances in order to be ready for the future.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I can't say enough good things about Platinum Credit Solutions in Tracy. This is the second time…read moreI've worked with them, and both experiences were outstanding. They helped me improve my credit by over 150 points and ultimately get all three of my credit scores above 800. Michele is a straight-shooter and truly does all the legwork. She's honest, direct, and tells you exactly what you need to know, which I really appreciated. The process was incredibly easy on my end, very organized, and stress-free. I started seeing significant results within about 30 to 40 days, which honestly exceeded my expectations. Everything was clearly explained, communication was great, and I always felt confident the work was being handled the right way. I recommend Platinum Credit Solutions to all my friends and family. If you're serious about improving your credit and want someone who knows exactly what they're doing, this is the call you need to make.

Michele is amazing! She helped me correct an error from a missed PG&E bill back from when I moved…read moreout of my college house in 2020. She got is handled within a week! Easy to work with, very responsive, and great at what she does. Highly recommend working with her!

I can't believe this business I requested a copy of my 2023 taxes. She has the nerves to ask for…read more$25 for an email that takes 5 minutes. Because she doesn't know converting a document is for free. She just lost a loyal customer. I will also send a complaint to good business bureau about this business. They are responsible to provide a copy of my taxes to me upon my request and I was willing to pay the $25.00 instead she got on line and started to yell at me about how she will sue me if wrote a bad review or complaint about her business. Just learn how to be more professional.

I have been going to mita for a couple of years since i moved to tracy in 2015. she's great.. she…read moredoes an awesome job doing taxes. Great person. I would highly recommend her...

We applied for a rental and never heard a response back until a week later. I did receive a phone…read morecall a few days later, but they never left a voicemail, I had to Google who the number belonged to. When I did hear back from them, it was via email, saying they will be showing the property the next day at a certain time which I couldn't even make anyway. I reached out on Zillow the day I applied asking about the property with no response on their end either.

Person was too busy letting us know he was on a call and his wife was too trying to convince me to…read morerent a place wayyyy too small and put my formal dining room under the chandelier in the foyer.