Sara is amazing. As other reviewers have noted, she possesses in-depth knowledge of financial…read moreplanning and an exceptional ability to clearly explain complex details. She provided me with valuable, personalized insights that I hadn't received from my previous financial planner. After our meeting, she followed up with detailed notes and a straightforward action plan that I could implement right away. Her action plan helped me take real steps toward the goals we discussed, including estate planning, saving, and investing. Sarah was invaluable when it came to running quick, accurate numbers. She was thorough and thoughtful in her approach to debt management, investing, retirement planning, and all the "financial stuff" I tend to find overwhelming. As someone who feels pretty clueless about finances, I had a lot of basic questions--"When should I plan to retire? Should I buy a house or keep renting?--and Sarah responded with both sound data and reassuring guidance. After working with Sarah, I feel like I have a solid grasp of what I need to do. Highly recommend. -HMH

I had a one hour meeting with Sarah, and it was well worth both the time and money. Sarah has an…read morein-depth knowledge of financial planning and a great skill to explain the details. She provided me very valuable and personalized insight that I had not received with my previous financial planner. After we concluded the meeting, she sent detailed notes in addition to a simple "Action Plan" that I'm able to put into motion immediately. Lastly, I also appreciated that unlike many other Financial Planning companies, the pricing was very transparent and reasonable. I strongly recommend Sarah and Simply Financial planning!

If you're looking for help with life insurance or any sort of financial planning, look no further!!…read moreI really appreciate all the help and advice that I receive from this group. Swapan has been really helpful in providing transparent financial advice to myself and open to providing advice to friends and family that I recommend him to. I'm not super savvy in numbers or financial planning but Swapan really does a great job at being patient and explaining everything in simple relatable terms and examples. He was also very accommodating, offering to meet in person, over the telephone or over zoom to explain everything or answer questions I had. Over the time that I have worked with him, he's helped me not only understand the importance and benefits of life insurance but also the differences in the types of life insurances. Then once I felt fully comfortable and fully knowledgeable about it, I made a choice on which policy to go with. We were able to complete the whole application process quickly over the telephone!! Swapan really helped me feel like a person and not just a "new policy" when helping me. It was really refreshing to have a more humanistic approach and not feel like I'm just being read a script and not feeling pressured to agree to a policy. I feel like I actually know what I'm getting from my policy this time. Swapan was really patient with me and made sure I understood everything and all my options along with the pros/cons of each policy option. Ultimately he helped me pick the most beneficial type of life insurance to meet my current needs and long term goals. It really was a pleasure to have him assist me.

Swapan is the man! He is a pleasure to work with. Straight forward guy and he works hard!read more

I paid Brandi lots of money. She sent me aggressive all caps emails. She gave me homework, I…read moresubmitted it and then she schedule a one hour meeting where she reviewed it in front of me. I had big questions about long term investments and she told me I could save money by changing my cell plan. She came recommended from a friend, but my experience was nothing short of disappointing. The entire time we worked together she made me feel like I was lucky and she was doing me a big favor. She has some formula with some pretty antiquated forms. . I regret working with her.

Vincenzo is a God-Send! He went that extra mile beyond what…read morewe expected, always looking after us and jumped through many hoops to get us our loan. We really lucked out having him as our broker. I can't say enough about the excellent service and such a friendly and hospitable person to work with. My hat is off to you Vincenzo!

Debra is the most professional and competent fiduciary out there. My firm has been working with…read moreMs. Dolch for many many years. She is very thorough and has access to many resources dealing with the elderly. My sister also used her services many years ago when she got involved with a disabled neighbor. I highly recommend Debra. Have no doubts, she and her staff are the best!

**Review:** If it were possible to give negative stars, I…read morewould do so without hesitation for Debra Dolch Fiduciary. My experience with them has been nothing short of a nightmare, especially concerning my autistic young son's care. As a parent and co-conservator, I entrusted Debra Dolch Fiduciary with the responsibility of managing my son's affairs. However, their performance has been shockingly inadequate and harmful. Instead of providing the necessary support and understanding for his unique needs, they have consistently made decisions that jeopardize his well-being. Their actions include dictating care through their own trust arrangements, which have resulted in severe neglect of crucial aspects of my son's health and development. This negligence has not only compromised his safety but has also led to significant financial mismanagement. I am deeply distressed by the impact of Debra Dolch Fiduciary's incompetence on my son's life and our family's well-being. Their lack of empathy and competence in handling autism-related challenges has exacerbated our situation and caused immense hardship. Furthermore, navigating their bureaucracy feels like fighting against a political machine and a good old boys network. It's clear that personal connections and politics dictate decisions more than genuine care and competence. Additionally, caregivers like Melissa Kusiak and attorney Debra Fox have shown themselves to be untrustworthy, petitioning to remove Jack's mom, me, and grandmother from the conservatorship. This move has left us suspended and vulnerable to what feels like exploitation and mismanagement. Their actions have shown a complete disregard for Jack's well-being and seem motivated by personal gain rather than genuine care. For any parent considering Debra Dolch Fiduciary for trustee services, especially for a child with special needs, like autism, I strongly advise looking elsewhere. Their inability to meet basic standards of care and their disregard for my son's best interests have left me with no choice but to seek alternative solutions with an expensive and competent trust attorney. Buyer beware...If you don't like being a mother, if you like being stripped of all your civil liberties, if you enjoy being told how to parent, if you enjoy being insulted, and treated like your an idiot, micromanaged, with a trust left for the care of your family member, while the trustee steals the profits, this is the circus for you. If not, run away, do not walk. It's an insanity you cannot escape. They play it time and time again. My son is receiving less than 1% of his trust. Debra Dolch, Debra Fox, and Melissa Kusiak, are headed for big issues with misconduct and fraud issues. Susan H. Roth (650) 759-6915 SUSANROTH87@me.com

If you're looking for an advisor, and considering making contact with Alison... make the call…read more You're going to find a completely approachable and transparent professional, and there's no reason not to explore working together. A good advisor knows how to dig beneath the money and numbers talk into the emotional realm to connect their advice to your goals and what they represent for your well-being. To do this effectively, the advisor needs to care genuinely for the people they are working with. You will understand when working with Alison that she cares - it's so obvious. Her ability to simplify complex financial concepts and provide straightforward advice is truly impressive. She has a smart approach that inspires confidence and trust, making the entire process smooth and stress-free. She makes working with her feel easy and intuitive. Highly recommended for anyone seeking a blend of expertise and personal touch in their financial advisor!

I have worked with Alison over the years on her website and branding, and more recently as a…read moreportrait photography subject. She is a pleasure to work with because she is patient and human, treating work as a relationship and not just a transaction. After including her in my Women in Finance portrait project and speaking with her more in depth about her work, it is clear to me that she really cares about her clients and their best interests-- exactly what is needed in a financial adviser.

Just Plans has always done a great job with recommending investment strategies and assisting us in…read morekeeping our 401K on track in these very difficult economic times. The staff is very friendly and knowledgeable and it's nice to deal with a small organized company & have the ability to actually deal one on one with the people handling your money.

We have been working with Elisabeth for a few years now. When we joined this group, we joined a…read morefamily. She cares deeply for her clients not only on a financial level but also on a personal level. Every time we call with a question, we are not given an answer but a lesson - she wants us to understand what we are doing. She truly loves her job and the challenges set before her. I would recommend her without hesitation!

I have been working with Elisabeth for years. She is extremely knowledgable, thorough, and caring…read more Highly recommend if you need a financial planner.

I just had consultation with a Odette today about our future plans and investments…read more She's wonderful sweet person, and her knowledges above and beyond! Odette helped us 8 or 9 years ago to start life insurance for the whole family. And since then she always easy reachable and helpful with adjustments and new solutions. Thank you, dear Odette!

Odette is an angel!! I met her at a coffee shop, and I was drawn to her genuine warmth and…read morekindness. As we chatted, she shared about her profession, and she educated me on annuities, life insurance, and ways I can provide for my children. She worked up 3 scenarios for insurance and sent them to me--nothing asked in return. THEN... She mentioned she is a health insurance broker too. She signed me up for a no-cost health insurance plan ON THE SPOT! I am blown away. I don't even know what to say. In a world where there aren't many genuine and kind people, Odette is a rare gem. She is truly caring, and you can't ask for more--especially when it comes to something so sensitive as insurance for you and your family.