Erik is the best! Very helpful and easy to work with very responsive and well informed. In every…read moreinstance, he has got back to me in a very timely manner and transactions were completed within near the expected timeframe. I did get back everything that he said I would. I'm extremely satisfied, and he really saved me as I really needed his help. He reached out to me like and Angel.

Erik found some money belonging to me , he was very professional provided all the information and…read morefiled everything, he put my mind at ease met me in person, all I did was sit back and wait and the check showed up from the state , he checked up with me regularly to show me the progress! I'm glad he found me and my money !!!

I've had a great experience with Fidelity. My high school employer used Fidelity and my boss at the…read moretime helped me set up a little 401k. I was young and no clue how to navigate 401k or retirement accounts. I was lucky enough to get started at the age of 16. Sure it was not much what I was putting in but my employer was contributing dollar for dollar up to 5%. I left that company and never touched the money. Now that I have one foot in the grave I reached out to them to discuss my money. I was assigned a great gentleman named Richard. Yes, they charge a fee. But I don't mind as long as I'm making money. Richard was very patient and took the time to answer all my questions. I ended up adding a little more money to my account and I've seen a good return I believe it's right around 10%. I have not been into the actual location but I have turned my family over to Fidelity. Prior to Fidelity I reached out to Fisher investments and they turned me down because I had "too little money". Fidelity has never made me feel bad about how much or how little I'm able to add to my portfolio. Additionally they offer a regular account with a much higher interest rate than your regular bank. Check them out! Especially if you can get Richard!!! Tell him you saw my review on Yelp. Good luck! Hope this helps!

This branch is a nightmare, having working with fidelity for over 15 years I have never encountered…read morestaff that act this way, it could be management or just this branch in general but at this location we were paired up with Michaela who we asked to help us with multiple transactions. Our issues began whens She failed to keep our room private and would walk out in the middle of a private conversation with wealth management and leave the door open. When asking her about specific questions about trading in the app and other financial advice She was unable to answer basic questions about certain accounts, couldn't figure out how to help us navigate the app, and rather than go and ask another staff member for assistance she would just tell us to do it ourselves. (What is the point of coming to the branch if we can't have you assist us and having us do all the transactions ourselves?) while these were somewhat small issues, it made communication with her incredibly difficult because we were aware that she wasn't as knowledgeable as she needed to be and that isn't fair to us) Half way through the appointment I asked the front desk for a supervisor number so I could call and speak to them, twenty minutes later we finish our meeting and I return to the desk and there isno number, we wait in the lobby and while we are standing there, Michaela comes out of her desk and in front of every client in the main lobby asked loudly "if I had a problem with her". The Front desk failed to de-escalate their staff member and when I asked for a number they kept saying wait, I then asked one more staff member for a simple number to speak with someone privately and while I kept being told I would receive the number, it never came. Do not work with Michaela from this branch, she is confrontational, unqualified for her position and doesn't respect Client's privacy.

Jon has been amazing! Even when I was impatient he calmed me down and did his thing. I would…read morerecommend him to family and friends! Lauren

My husband and I invested $2100 with this person, he told us he would have everything ready in 45…read moredays that was November 2022, it's now July 2023! We have been so nice and patient with him but he doesn't have any dignity. We haven't received anything. I can't believe we got scammed! He won't give us our refund! This is not okay! Either give us our money or the give us the result! He is a scammer! Please don't go to him at all! He bought all of these other good reviews to make it look legit!

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.

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.

Trung thực và tin cậy; đồng thời cũng rất chuyên nghiệp và kiến thức rộng. Tiến cử anh ấy để chọn…read morelàm CPA

Thai has been filing our taxes since 2022. He is extremely knowledgable about all things accounting…read moreand has been taking good care of us. Personality wise, he is a bit reserved but make no mistake, he is a wealth of knowledge. His filing fees have also been fair. One particular anecdote, when we were filing taxes last year (2024), I actually made a mistake in reporting how much estimated taxes I have paid over the year to IRS. Because of this, we miscalculated and were fined $1000 by IRS. Thai was quick enough to give a call to IRS and ask them for a waiver on the penalties since it was our first time, and he was able to get that waived off for us.

A great idea going to waste…read more I have been a client of Charles Schwab for over 50 years. In that time, I've been elevated to at least the first of their "Preferred Customer" tiers. So, I trade, pretty much every day. But there is one incredibly annoying aspect of Schwab that very well may push me to transfer my account. At the bottom of each account, there is a line item titled, "Cash & Cash Investments." This line is meaningless and could be easily replaced by two lines: "Year-to-Date Profits" and "Cash Immediately Available to Invest." I have, for more than a year, almost on a monthly basis, complained, because the confusion generated by "Cash & Cash Investments," leads me to believe I can buy stocks WITHOUT INCURRING MARGIN EXPENSE. Oh, I HAVE the money - in my interest bearing Schwab Money Market Account, but I need 24 hours to liquidate that into "Cash Immediately Available to Invest." And if I forget to do this, every day Schwab charges me an annoying interest fee. So much for client dissatisfaction. What about Schwab IGNORRING a profitable promotional tool. If, for instance, I see a stock I want to buy in a hurry, and I go to my account and see I have $46,000 cash immediately ready to invest, then I'd be much more likely to invest, than worry about a margin call and waiting until I can debug the meaningless line that has a totally erroneous and/or irrelevant amounts. And yet, for months, I have not been able to get anyone at Schwab to do something. Their "Priority Level" phone agents continually take notes on my complaint (they can actually read them back to me), but they cannot (or will not) give me an email or name of a person who can evaluate this suggestion. It's a dead-end. It's like you go to your banker and tell him he's got a bucket of cash behind his desk, and he's too lazy to go look for it. It's like McDonalds has a new product, that's cheaper and more profitable than a Big Mac, and they just don't bother to offer it. It's pure, arrogant, ignorant stupidity from a company I've trusted for 50 years, and maybe it's time to find another vendor! Hey, Fisher, hey Vanguard, hey Fidelity! I'm out here. Win me over. Maybe, I'm ready to walk. How about you?

Not a very friendly guy at the front counter. I was told printer was slow and had to wait a long…read moretime to have a printed form.

Not all advisors are the same, I think it depends who your agent is. I have been with mine for over…read more30 years and he has done an amazing job and has always been there in a timely fashion.

Horrible customer service, and communication is non-resistant. There were problems with my…read moreroll-over from my 401k into another financial services company, and they never let me know there was an issue with the rollover. They don't accept an electronic signatures, and my funds sat there for weeks, delaying the withdrawal. I cannot recommend VOYA.

Bobby and his team are outstanding - there's no one else in the Bay Area I'd recommend. Within…read moreminutes of talking to Bobby, it's clear that he is an expert in his field and then some. He's constantly up to date on the latest and greatest trends in the financial world, has a keen awareness of the market, and provides sound and educated advice for clients in a variety of financial situations. My husband and I got the white glove treatment from Bobby, who comes extremely prepared and organized. He's professional and prompt, while still being able to form personal connections with his customers. When we were in a jam and needed help with estimated payments, Bobby took us on, had our situation planned out in one 30-minute meeting, and managed to get us a refund beyond our expectations. If doing your taxes is as scary as a horror movie and you're looking for an expert to give you a quick and painless experience, you have to go to Bobby!

I've been working with Bobby and Cheri since 2017 - they are wonderful. They have saved me quite a…read morebit of money and helped navigate some tricky once-in-a-lifetime (for me) situations. My first experience was Bobby calling me back (response time 1 day) in late Dec 2017 to give advice on some RSU sales. On that call, he saved me many times his fee in CA tax with a "hey, one more thing" - advice about Trump's SALT credit cancellation. That's been the theme: when you call Bobby and Cheri, they save you money. Bobby has consistently given great advice, and handled my taxes since I outgrew Turbotax. I am the typical tech worker: income, stock options / RSU, some investments and retirement accounts... they are definitely good at that - and probably other stuff as well. I can't recommend them enough.

I've been a member at Mirastar for a while now, and overall it's been a great experience. The…read morefacilities are clean, well-maintained, and offer a wide variety of amenities that make it worth the membership. I really appreciate the relaxing atmosphere--it's a nice place to unwind and spend quality time with family and friends. The staff are generally friendly and helpful, and they do a good job keeping things organized even during busy times. I also like that there are plenty of activities and areas to explore, so it never feels boring. As a member, I do hope they continue improving consistency in service, especially during peak hours, but overall I'm happy with what Mirastar offers. It's definitely a solid spot if you're looking for a place to relax and enjoy good amenities. Would recommend, especially if you're considering becoming a member!

We bought a car for the first time in about 15 years and had plenty of questions and concerns. Ms…read more Karina at the Campbell branch was tremendously helpful at every step. She guided us through the pre-qualification process (credit check and debt-to-income review), and the credit union's rate was better than our bank's. She also made us aware of Mirastar's vendor arrangements, which helped us organize our car search. Once we selected a vehicle, she helped us think through the rest of the transaction--including the trade-in and warranty decisions. She clearly explained optional coverage such as GAP insurance and mechanical breakdown protection, with zero pressure, which we really appreciated. As we finalized the purchase, Ms. Karina helped us navigate the specific requirements of both the seller and the credit union's underwriting process. She was consistently responsive, professional, and friendly. We're very happy with our new car and the overall experience, and we credit a large part of that to Ms. Karina's support. We've already recommended Mirastar Credit Union to friends, neighbors, and colleagues.

Lina is something special…read more I first met Lina in 2012. I've grown my financial literacy a bit over the years. But I kid you not, that first 15 minute conversation with Lina changed my life. She is a brilliant, genuine, caring person bursting with insight about managing finances. Financial planning is life planning. What-are-your-deepest-hopes-and-dreams-planning. Oh yeah, she & her team file a heck of a tax return. At a certain point, it's not how much a 3rd-party tax preparer costs you -- it's about finding every dollar you're legally entitled to. LET'S ROCK TAX SEASON!

Lina's Tax Team is amazing! The team goes above and beyond in every way. We have so much trust and…read morerespect for them and HIGHLY RECOMMEND! Lina's team will go over everything with a fine-tooth comb and do it in a friendly and professional manner. We really appreciate and thank them during tax year and all year when we have questions or concerns. Lina's Tax Team is truly FABULOUS!