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.

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!!!

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.

Knowledgeable, down to earth and someone I have complete confidence in her judgement and suggestion.read more

Julie is very personable but also very professional. I am a Real Estate/Loan Broker and I can see…read morewhen someone genuinely cares about helping others. She was very gracious with her time and asked strong, investigative questions. Thank you Julie

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.

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.

Used advisor Ellen Brasee. From the start it was like pulling teeth to get answers from her, that…read moreshould have been my red flag. Had some issue with updating my beneficiary. She basically said she was going to call at 7 am on a Monday morning. Never called. Did not ever hear anything from her for over a month. Then she emails on the day my money was moved out and says "In case you haven't gotten your questions answered and your trust beneficiaries updated, let me know if I can help in any way."

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.