Sam recently helped my client purchase a home and I have to admit he did a FANTASTIC job. What I…read moreliked best about him is that he actually return all phone calls, and answered every question or concern. His assistant (Maria is Awesome) I swear this man does not sleep!!! I have worked with many lenders as a Realtor and I have never experienced the type of customer service that Sam provided to my client and myself. He is extremely knowledgeable and will work hard to meet or exceed your expectations. I highly recommend Sam and The Fishman Financials Group. A+++++++

Wish there were 6 stars or more. I can't recommend Sam enough. The guy has been in the business…read morefor a long time and knows what he's doing. He is all about looking out for his client's best interest and there is no pressure. I worked with Sam on 3 different occasions before finally deciding to go through with it. As a first time home buyer he will walk you through the process and explain everything (several times in my case). He's the best.

Wahid was extremely professional throughout the entire loan process, helping us secure financing to…read morepay off our reverse mortgage and keep our home in the family. He was diligent, patient, caring, and easy to work with from start to finish. During the most stressful parts of the process--especially the waiting periods--Wahid remained calm, steady, and reassuring. His ability to stay composed under pressure gave us real peace of mind. He was always responsive and helpful, taking the time to answer our questions and guide us through each step. I truly appreciated his support and would highly recommend Wahid to anyone seeking a loan.

I worked with Wahid while applying for a home loan, to purchase a house under Hatch Real Estate and…read morehe was excellent. Wahid is professional, communication, knowledge, and support was Awesome! He was incredibly patient, explained every step in detail, and always responded quickly to my questions. Their expertise made the process smooth and stress-free. When there was unexpected document issue came up, he guided me through the solution within hours, ensuring my application stayed on track. Thank you so much for all your help and dedications. I highly recommend Wahid to anyone looking for a knowledgeable, reliable, and caring loan officer.

I have been working with Amy Blodgett of San Francisco Associates for 14 years! Amy's expertise &…read more knowledge in her field have helped me budget, save and plan for my financial future in the short term and long term. It was with Amy's financial guidance that I was able to make one of my dreams come true, finance and earn my masters degree in fine arts from the university of Ca. at Berkeley! Amy is a true professional exhibiting an expertise in her field that has always proven to be on the mark. I would reccomend Amy Blodgett at San Francisco Associates to anyone in the need of financial advising. Anastasia Faiella Design

I've been working with Ryan Cole at San Francisco Associates for over a year now and couldn't be…read morehappier with the support my wife and have received. My wife owns her own business and I recently started a new career so financial planning is crucial at this stage in our lives. Ryan helped not only with helping us understanding our monthly cash flows but also with preparing for retirement, paying off student loans, and getting health, life, and home insurance. He has been like a one stop shop for getting our life in order. Ryan also has great soft skills too in addition to his financial expertise. He is very easy going, always accommodates our busy schedules, and is very proactive. My wife and I are extremely grateful for Ryan's support.

I was desperately in need of a CFP. My previous CFP had retired and I (figuratively) buried my…read morehead in the sand. I set out to research Yelp for referrals. One of the top few was HarborLight Investments. I called and scheduled an appointment with Jason. When I met with Jason he was attentive, nonjudgmental, and respectful. I left with some "homework" and called him the following week to meet again. My next appointment went extremely well. I felt comfortable. It felt like we were in sync with regard to my financial needs. Jason offered many options based on my circumstances. I was thrilled to be accepted as his client. I highly recommend HarborLight Investments. Jason listened to my requests and responded appropriately to my needs. With his incredible, extensive experience and expertise, we were able to determine the best scenario for my financial future. I am grateful for his thoughtful demeanor and personalized approach. To me, he represents HarborLight Investments as the ultimate certified financial planner.

I have worked with Jason on a few projects over the years and was always impressed with his…read moreattention to details as well as his focus upon the big picture and what the future might require financially. Upon retiring, my wife and I transferred our investments over to HarborLight Investments immediately. Since then, the HarborLight team has provided consistent and positive returns for all of our investments as well as responding promptly to all of our questions. We trust and are comfortable having Jason and his team manage our retirement funds and appreciate the personal touch whenever we reach out with any issues. HarborLight is a true fiduciary advisor and not a broker. I have worked with Jason on a few projects over the years and was always impressed with his attention to details as well as his focus upon the big picture and what the future might require financially. Upon retiring, my wife and I transferred our investments over to HarborLight Investments immediately. Since then, the HarborLight team has provided consistent and positive returns for all of our investments as well as responding promptly to all of our questions. We trust and are comfortable having Jason and his team manage our retirement funds and appreciate the personal touch whenever we reach out with any issues. HarborLight is a true fiduciary advisor and not a broker.

Paul recently sold my home in San Ramon. He was referred to be by my sister and brother in law as…read morehe had helped them with the sale of their home. I was impressed with how he negotiated that deal, and with their solid recommendation, I felt confident hiring him. One thing I learned about Paul is he is very detail oriented, he really takes ownership of the process and cares that everything be done in an optimal manner, very hands on. I appreciated the amount of time he devoted to this. Selling a home and moving is a stressful process. To his credit, Paul tries to keep it light and fun, and be helpful in any way he can. One thing he did that was particularly helpful was helping me design the home to present it best for sale. We had quite a lot of deferred maintenance and some dated items. Paul personally went to two different stores with me to help me select new light fixtures and also new hardware for the kitchen cabinets. Then later, he found some better hardware options for the kitchen cabinets and told me to exchange the hardware if I could. Gives you an idea of the amount of focus he puts into his projects. He also recommend some good contractors that I ended up using, and a phenomenal stager. Well, it was an incredible end result! The home was totally transformed, so much so that we kind of didn't want to leave. But we did, and I am happy. I'm actually posting this review from Chicago as we are taking a beautiful vacation, house is sold, hopefully being enjoyed by the new owners, but it doesn't matter, they got a great home, we got a great sum of money, and life is good!

Loved, loved, loved working with Paul! I cannot emphasize enough what a fabulous realtor (and…read moreperson) he is! Paul is a true professional. He is reliable, timely, and his attention to detail is remarkable! He is the most versatile realtor you could ever ask for! He will find you the house of your dreams, guide you through the process flawlessly, recommend other wonderful people from mortgage lenders to locksmiths, and be there for you when you need him. His incredible design aesthetic, makes you take his suggestions to heart. And, on top of all of this... he is really fun to work with! It took my husband and me a few months to find a house with a view, in a certain neighborhood, in our right price range and I cannot thank Paul enough for his patience through our whole process. We are so incredibly happy with our new home, and feel if it wasn't for Paul, we might not have gotten so lucky. I have bought and sold a few homes over the years with other realtors, which makes me know how very special Paul DiLeo is. He's just the BEST!!!

I've purchased two homes with Carlyle financial. The first was a triplex investment. I was told…read moreby multiple people that myself and my mom couldn't get a loan on a $1.6 million investment unless we put down 40%. Robert was the only person who was able to find us a loan and not only that, got it for about 1% less than we were expecting with putting down 30%. Because of this, when I moved I went immediately to Carlyle. I was able to get a loan quickly and their method of dragging files into a website was sooooo much easier than emailing them all as I have had to do in the past. I couldn't recommend them more.

Robert Cohan and his team really delivered, solving a difficult mortgage scenario for us and on a…read moremulti-million mortgage, on-time. I hardly write Yelp reviews but would like to express our thanks to this team for a job well done. We corresponded with a few conventional and well-known lenders, including of course our prior lender. We worked with them for several weeks, providing all our financial documents on-time and in detail. Those lenders led us on, saying 'no problems, no problems', until just about closing where they said 'yes, we can do it but the interest rate is much higher or we need this amount of cash etc'. In contrast, Robert delivered exactly as he promised verbally and above and beyond his services, and professionally. He is our go-to person now for all mortgages or refinances, big and small. His rates and services are very reasonable. Highly recommended!

I had the pleasure of working with both Reina & Bonita for my recent home purchase…read more They are amazing to work with, they are organized, fast in response and on top of every little detail of the entire process. I highly recommend working with them as I will on any other future need.

Reina was awesome, amazing and wonderful. She was super…read moreclear and helped us understand all the confusing parts that made us apprehensive She was very communicative throughout the whole re-fi process and kept us updated pretty much every day - wether by short text or more through emails Super happy customer here

I've been coming here since 1991 - 22 years and they are great at what they do. It all started…read morewhen I neglected to file my tax returns to both the State and the Feds for several years during a rather tumultuous period of my life. Several years passed by before the State Franchise Tax Board began sending me their first gentle reminders, (which I also neglected), until their letters turned more forceful and I felt obliged to try sort out the whole mess. But what was I to do? I started asking around, amongst my friends and associates, about what to do and where to go. Now - put yourself in my shoes - I didn't even know where to begin! Finally someone told me about this place, "the Tax Group". I wish I could remember who referred me, but I will always be grateful. I called the number, 415-387-9100 and spoke with a lovely lady named Erica. She soothed my nerves with her calm voice and she made me an appointment to come on in and tell my story to Kevin. So there I was with 5 or 6 years of Tax Returns to catch up, and no idea how to begin. Plus, the State Franchise Tax Board and the IRS were both getting down to brass tacks and the pressure was on. I thought I was going to find a magic answer and someone would take care of everything for me, but that's not the way the CA-SFTB and IRS Tax Collectors operate, my friends. Once you are caught in their cross-hairs, you have to respond personally, and deadlines are forced on you. I had to look for missing W2s for multiple years and multiple employers and let me tell you that is not a pleasant task to perform while under time constraints. Luckily, I had Kevin, who explained that these people I was talking with, were not out to put me in jail, they wanted me to cooperate so they could collect their revenue, and he helped me understand that they would negotiate with me on these various deadlines as long as I was actively trying to finish filing my missing returns and get caught up. He helped me lose my fear of the whole process. And that, my friend, is why I am grateful to Kevin. He went through all the demand paperwork and helped me sort it out and respond to each Year's filing. I stopped getting the nasty letters and notices and threats and I was able to sleep peacefully at night again as Kevin helped me get caught up. It turned out I didn't owe the IRS or the SFTB much money, all the worrying numbers they threw at me were just poor guesses on their part, because I had forced the IRS and SFTB to file returns on my behalf, and they work with very little and so are mostly incorrect. Once Kevin told me what tasks I had to do, everything went smoothly from then on, and with his advice I was able to respond sufficiently that the process slowed down enough for me to avoid any embarrassing tax liens from the SFTB or the IRS. I kept plowing through the tasks that Kevin assigned me until he had enough data to get up to date with my Returns. Surprisingly, once I gave them the correct information, I actually had refunds due for almost all of the years, but unfortunately there is a 3 year Statute of Limitations on refunds, and I was too late to collect what I was owed on a couple of years. So let that be a lesson to you! Since then, Kevin and The Tax Group, (now staffed by Nicholas, because Erica has retired), have helped my small business keep current on my Returns with the State Franchise Tax Board and the IRS. His advice has helped me stay in business all these years. I see him around the neighborhood quite often, and I always make a point to stop and say hello. I have referred several people to him over the years and every single person has told me they were grateful to me for my referral. He charges by the Tax Return, not by the hour, and his fees depend on how tricky your Tax Return will be to complete accurately while using his vast knowledge of the tax code to get you every advantage to which you are entitled. I've never felt overcharged in the 22 years he has helped me, and I've always been very happy with his Tax guidance and advice. He knows what he's doing and he's there for you when you need him. Do yourself and your wallet a favor and go see him.

Kevin at The Tax Group has been preparing taxes for my husband and me for over forty years. Now our…read moretwo sons get their taxes done there. We have had nothing but positive experiences. Our returns are correct. Their charges are fair. We like the staff. We would highly recommend their services.