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.

Our HOA was searching for a new property Management company we asked AllPro for a proposal…read more They gave us one with excellent pricing but which seem but we never could get in contact with them to ask them questions. we asked for references and they didn't provide us with any. We chose another property management company

i wish we can do -100 stars. i don't need to add to the review, it's pretty obvious what's going on…read morehere. like everyone else we didn't get our quarterly financial reports, etc. one thing i'm going to add though. they're running an elaborate scam. short story, they ran off with our reserve money and they're being sued by a bunch of property owners. we're not the only ones whose reserves got emptied they bought houses in sacramento. i'm at loss for words why these guys are still in business and how they're not in jail. the owner/ceo/head thief is Ludmila Karkov and Alex karkov. You can look them up. there's a bunch of angry homeowners here. any lawyers willing to help us out? can't guarantee we can pay, since we got our money stolen. but maybe insurance can help us out. i'm not legal savvy, but we have documents ready..

I have known Laddi Ji for around 5-6 years. He helped me with my term Life Insurance , transfer my…read more401k to IRA and manage it for sometime. He is very professional and consultative. A large part of what he does in radio program and also in meetings is education.He always tells people to shop around, look for the best service and then choose the best one for your need . He is not like those financial agents who will promise a great return on money through some magical solution(which does not exist).He gives practical , realistic guidance based on the individual's life scenario. When you have a consultative person like him by your side , you know you have made the correct choice . Thank you Laddi ji for all your help and support.

Laddi Jhuty has been helping me in managing my personal finances over past 3 years, when I decided…read moreto quit my job to start my own company. It was the toughest decision on many fronts including our personal finances. This decision had significant impact on our annual household income. Also, there was no clarity into the amount of time that it would take for my startup to raise enough capital. Well, it took 3 years! When I met Laddi Jhuty 3 years ago, he evaluated my finances and helped me come up with few strategies to support myself and my family until my startup secure the funding. From time to time we would re-evaluate my startup funding situation, and my finances at that time; and adjust our strategies accordingly. Here is what I love about Laddi Jhutty and his staff: 1. They are knowledgeable. 2. They are very responsive. 3. They are passionate about assisting their clients through tough financial situations. I would highly recommend Laddi Jhuty's services for managing your personal finances.

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.

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

Michael is simply the best tax and financial professional I've had the pleasure of working with…read more His deep expertise and genuine passion for his clients' unique financial situations set him apart. He goes above and beyond to maximize savings and minimize tax liability -- both for individuals and business owners. If you're in the South Bay area, I highly recommend him without reservation.

Michael Hua has been my CPA for many years, providing outstanding customer service. He consistently…read moregoes above and beyond to help reduce my taxable income and offers invaluable guidance as a financial advisor.

SJ Accounting Consulting is extremely knowledgeable about federal and state tax laws, have high…read moreattention to detail, provide fast service, and their rates are fair. Highly recommended!

Mr. Sean is a highly experienced professional, and his pricing is very reasonable. We have been…read moreextremely happy with his bookkeeping and CPA services for the past five years. He reviews each and every account item carefully, pays close attention to detail, and ensures everything is accurate and compliant. His thorough approach gives us confidence and makes us feel comfortable and stress-free with our financials. Overall, his service has been excellent, and we truly appreciate his dedication, expertise, and professionalism. We highly recommend Mr. SJ for bookkeeping, accounting, and CPA services.

Strong team of serious experts with a human touch. Excellent customer service, financial planning…read moreand tax execution.

Helpful experts. Looking forward to exploring services beyond financial planning as they offer tax…read more& estate planning.

I have been with Amy for years since she first started WFG and opening up my life insurance policy…read morewith her. She exudes professionalism, thoughtfulness, and is extremely knowledgeable in her field. She makes it easy to understand what you're signing up for and makes sure it fits your budget and needs. She courteously performs an annual review of my family's policies with us to let us know where we currently are and it's going in the direction where we want it to go. She's very accommodating to your schedule to ascertain you get the personal one-on-one time. In this day and age, there are so many agents out there but whenever I find someone in need of one, Amy's my highly recommended referral. I look forward to continuing my relationship with her for my life's financial benefits!

Amy is such an incredible agent. She is very knowledgeable in the inusrance industry. I have worked…read morewith her for many years, and trust her completely with our financial goals. I also referred her to my family and friends, which she was able to help as well. Because of her, I can sleep better at night knowing my family will be cared for when i am gone. She is more than an agent, She became part of our family.

Terrible service…read more Changing advisors all the time. a new advisor Jason Arzate Murillo cancelled a meeting a couple of hours before the scheduled time. No value from fidelity. Even worse...they cancelled my appointment and now say "they made a mistake assigning me to Jason...back to mark" And this is the company managing my retirement funds :( Scary. Fidelity has become too big...too impersonal and too error prone.

I came to this location to make a deposit. The line was huge and a young man by the name of Lucas…read morewas helping everybody -- from troubleshooting an account issue for one person, to helping another person fix his lost password, to making coffee for a lady, and then helping me deposit my check. I was so amazed at his service that I felt compelled to write something positive. You are doing a great job, Lucas, and I hope you get recognized for the superb effort you put out there despite the obstacles. I recognize and applaud your effort and contribution at this branch. Please keep up the good work!