I've had the pleasure of working with Brandon over the last year, specifically with helping me…read moreduring our company's IPO and the impact on company equity. Brandon was very helpful in providing guidance on selling strategies and gave me a plan to prepare for this recent tax season. Over the year, we also worked on a comprehensive financial plan and even went through important aspects of a first home purchase. Brandon and Diversifi Capital are very easy to work with and provide you with customized content based on your financial planning needs. I highly recommend them!

We were so lucky to find Alfred and his team at Diversifi. After years vetting various planners and…read moreadvisors, we were constantly in sticker shock at the price of hiring someone to help manage your money. I love their subscription pricing system as it allows for a monthly payment and relationship build over time, vs a huge lump sum payment that really makes you take a pause. It's pretty brilliant. The team is highly responsive and you can see they have high integrity. I just love this. Onboarding is a challenge if you have many accounts that need to be catalogued, but I have faith they'll improve the process & tools. They offer financial education via video tutorials if that's your thing, but it's not a requirement. The actual consults are organized, efficient, and down to earth in terms of financial vocab. Overall, we're very please and looking forward to working with them for many months to come. Highly recommend!

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

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.

My family has worked with Hendershott Wealth Management for more than ten years, and throughout…read morethat time we have consistently received exceptional service. Their team is professional, proactive, and attentive, taking the time to understand our goals and provide thoughtful guidance tailored to our needs. Their expertise and stewardship have helped us achieve the financial outcomes necessary to support both our current lifestyle and our long-term legacy objectives. We greatly value the trusted partnership we have built with Hendershott Wealth Management and recommend their services without reservation.

HWM is my trusted fiduciary financial advisor! They have…read moretaken excellent care of my portfolio, and helped me feel secure in my retirement.

Tom was excellent! He helped me out significantly with a 30 minute appointment to see if he and I…read morewere a good fit. Because of particulars of my case, we were not a good fit, but he recommended several people who would be. He also told me what to look for in a financial planner/wealth management specialist. It was incredibly helpful. Tom was great at active listening and making sure he was getting the correct information from me. While other specialists I've talked to were knowledgeable, they were not as careful or thorough as Tom about making sure they understood my assets, income, living situation, and goals as Tom was.

My husband and I had a great 30-minute session with Tom. He was very thorough in understanding our…read moresituation and assessing what next steps are based on our goals. As someone who isn't particularly confident managing my personal finances, it was reassuring to have a professional like Tom take us through what we should be thinking about and how to work toward our goals. We left with some recommendations that will help us stop being ostriches and actually learn to manage better long term.

Fidelity Investments in Sunnyvale, CA has provided me excellent customer service and advice and…read morecontinues to help me. Ian Bushell helped my husband and me change the registrations on our many accounts. Priya is my fiduciary financial advisor who has provided me helpful financial investing advice and continues to do so. I have also had the pleasure of being helped by Fidelity associates Ken, Tim, and Brendan. All the Sunnyvale Fidelity employees are welcoming, pleasant and helpful to work with!

Avoid PRIYA SAGAR like the plague…read more Someone at Fidelity referred me to Priya Sagar for help with broader financial strategy. We met in her office to review my portfolio and discuss where Fidelity might add value. Priya spoke at length about her managing money for clients with portfolios exceeding $100 million, and emphasized how dedicated she was to her work. We agreed on clear next steps: she would send me materials to review and a link through which I could share my portfolio details ahead of a follow-up discussion. Unfortunately, none of that happened. Her office scheduled a follow-up call, but Priya never sent the promised information. I reminded her office that I was waiting on those materials so the meeting could be productive, and they said they would follow up with her. Still, nothing came through. At that point, I decided not to continue. To me, credibility starts with doing what you say you will do. In my experience, the claims made in the meeting were not matched by the follow-through. A lot of confidence, but very little substance is just hubris.

I have an unfortunately vast amount of experience with identity theft due to a burglary which…read morecompromised all my passwords and other sensitive identiy information. In the course of securing my accounts, I got some serious exposure to the fraud divisions of multiple financial institutions. I give Fidelity top marks. And I compare them to outfits like Citibank. The only other outfit with competitive security is American Express. I closed the problematic accounts and I kept Fidelity and Amex. But lets discuss the investment. I've had competent investment advisors almost all of them from the Mountain View office. The solutions they proposed were financially sound according to principles of investment theory. I can say this because I had my portfolio reviewed by a friend who is in the financial industry and a very successful investor (no he doesn't take small clients like me). He kindly ran an analysis of his portfolio and mine and concluded mine had significantly lower risk while returns were very reasonably competive with his. How can this be? Well Fidelity is enormous. They can execute financial operations with lower costs because of their size. Their top notch technology don't hurt one bit. Due to my circumstances, Fidelity proposed very conservative investments. However, conservative investments in bonds and such like don't protect you from inflation. To do that you need investment in stocks. But if you are lucky you'll get an experienced advisor who had more tricks up his sleeve that your average advisor. This is a big shout out for John Conception who proposed a solution which solved the need for a stable portion of your portfolio while maintaining an aggressive stock portfolio thus resolving the conflicting needs for my retirement funds. Of course John's proposed solution was vetted by my buddy the financial guy who at this point became very interested in John... Thank you John and Happy New Year. After reading some of the other reviews, there seems to be some confusion about Fidelity. It is an investment firm and not a bank. If you examine some of your "Fidelity" checks, you can see it's actually administered by UMB bank. Fidelity or any other investment firm cannot accept deposits, give you cash from your account or give you bank/cashiers/blank checks because they are legally barred from banking operations due to one or the other of the fiscal scandels in the 2000's which rocked the industry. To deposit checks or get cash, go to any ATM. Fidelity wil reimburse you for the fees. To order checks, alas, use the website. I've never tried asking customer service to send me checks but who knows... it might work. If you need to write a check to someone in a hurry and are caught without your checkbook, there are several electronic transfers of funds, one of these might do the trick. You can use the app to deposit checks as well.

Their incompetence cost me over $2000, and they refused to take responsibility…read more Thankfully, Fidelity's competitors offer cash bonuses for moving your money to new investment accounts. Search for "brokerage account bonus". I moved mine to JP Morgan, Schwab, and Tastytrade and netted far more than the $2000 loss Fidelity caused. Pankit Patel was my financial advisor. He earned a commission of nearly $500 on the transaction that cost me the money. He never once offered this as a gesture of reconciliation, nor did he ever apologize. No one at the company did. 2 stars because Fidelity has some good products: their cash back Visa, fee-free ATM card, and their zero-cost index funds.

After using the services of Fiscally Fit for many years my sister and I could not possibly be…read morehappier with their performance and professional commitment. My sister was handicapped and elderly so when we were looking for a bookkeeping service for her we knew that we needed someone we could trust completely, and thankfully we found that by working with Alison and Rosemary at Physically Fit. My sister recently passed away unexpectedly, and Alison and Rosemary were so supportive and helpful as I went through many financial needs and stresses, it would have been much more difficult without them. I cannot express how much we relied on their trustworthy, perfect services.

I began working with Alison Salisbury when I became responsible for my parents' finances as their…read morefiduciary. Alison is fantastic -- conscientious, knowledgeable, ethical -- everything one could hope for. After a couple of years, she referred me to Esther Yang, who is fabulous as well. Finances stress me, but every time I work with Esther, I feel calm and reassured. Esther brings extraordinary attention to detail, follow through and ethics to her work -- and although the very notion of spending hours on accounting is stressful for me, I truly look forward to spending time with her. A terrific group. You can't go wrong here.

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

I've been working with Akram at All About Your Taxes since 2021, and I can honestly say he is the…read morebest tax professional I've ever had. Before finding him, I was going to a lady in Chinatown because her prices were cheaper, but I quickly learned you get the kind of service you pay for. Mistakes were made on my taxes, and I needed someone reliable and knowledgeable to fix them. That's when I found All About Your Taxes, and Akram helped me amend the errors and get everything corrected. Since then, I've stayed with him every year because he is extremely thorough, detail oriented, and professional. The entire process is always smooth, seamless, and stress free. Akram truly goes above and beyond. He takes the time to explain everything clearly, answers all of my questions, and always acknowledges my emails. Akram gives great advice that is tailored to my situation. I always feel confident that my taxes are being handled correctly. I am so happy I found Akram and I highly recommend him and the team at All About Your Taxes.

Alan D. invited us to a financial investment seminar, "Savvy women, smart investors take charge of…read moretheir financial future," for educational purposes. At first we were a bit skeptical as most seminars have a underlining sales pitch and pressure accompanying them. I think we've all been there, one time or another. Upon arrival we were greeted and introduced to Shane Jacksteit, Edward Jones Financial Advisor, and Grant Martin, MFS Fund Distributors, Inc. Regional Manager. MFS is know for their invention of the mutual fund concept in the early twentieth century. The seminar was very informative from the basic financial investment strategies to some historical facts. The guest speaker Grant Martin, who simplified complex financial topics into easily understood concepts, using illustrative examples. He made us aware of many investment approaches that should be considered, and the first and foremost the concept of "paying yourself first." The seminar also discussed the reality that most women survive their husbands, and how that places investment responsibility on them. The seminar also covered topics, such as, retirement planning, educational planning, importance of seeking financial advices during critical life events, eldercare, estate planning and financial basics. I was very impressed with the seminar and the knowledge I've gained from it. It made me think about our personal financial investment goals and approaches, and how we should considered other diversified investment strategies. The best part was the relaxed approach to the seminar with potential avenue for financial advising if we choose to do so. Thanks Alan, Shane and Grant for an educational evening and the healthy snacks.

Seldom a financial seminar is fun and enjoyable. We were here to support Alan D but ended up really…read moredigging the whole presentation. The seminar by Edward Jones presented side by side by MFS Fund Distrubutors Inc. Grant Martin Regional Manager and Shane Jacksteit Edward Jones Financial Advisor. First off the seminar was called " Savvy women, smart investors take charge of their financial future." Here's two guys leading this event. Couldn't they find a qualified woman to do that:)? Well Grant Martin's mentor was a savvy woman who's in the industry long before Alan D was born. Shane Jacksteit has his wife present and gave him street cred:) But the short of it is this two managed to enlightened the group and answered our questions and scared us to death about our really bad spending habits. Also managed to remind us that being prepared is half the financial battle won. They did all these without sounding and acting like used car salesmen! Compounding pennies sounds really interesting right now!