I am 61 and about to retire, and didn't know if I had the finances to do so. David Kelly has been…read moreamazingly helpful in providing sound fiduciary advice about my retirement planning. I could not recommend any higher!

I'm really surprise that I am the first review. Mr David Kelly has been so helpful, responsive, and…read moreknowledgeable. He is currently assisting us with my husbands non profit corporation. He's patient, he makes things so easy to understand and accessible. His prices are unbeatable! I highly recommend David! So far, we're so thrilled and grateful for his services. He made what seem to be a long, stressful process to be seamless. Thank you David, for your patience and expertise. Previously, I have been going to another CPA for my w2, the past 5 years and the treatment I get here, is like day and night. I am jumping ship, and not looking back!!! Thank you!!!

Aaron was recommended to us by a friend when we were trying to figure out what we should be doing…read morewith our money to feel comfortable in the future. We have always been savers, but knew we weren't making the most of what we had... and we were worried that we'd never be able to retire, or even if we could survive without two huge incomes in the Bay Area. Aaron listened to all our concerns, looked at our finances, and then went over everything he'd do so we could feel comfortable about our future. He likes to say he's not a therapist, but I literally got more out of his meetings than I would with any therapy. Aaron makes you think about what's really important to you in life, and how best to use money to actually be happy. With his guidance, my husband and I are so much more comfortable with our future. Aaron is so easy to talk to and we mesh well with him. We had actually talked to another advisor before him (another recommendation), but didn't feel very comfortable with him. Every meeting we have with Aaron, we always comment how we're so glad we found him! Highly recommend!

Aaron has been an excellent guide during this difficult time in my life. Because of him I feel…read morebetter about my financial health and he has help to ease a lot of anxiety about money and my future.

Mark has been my family CPA since 2021, since then I am totally released from any income issues…read more He is so knowledgeable and trustful, any questions always get answer on the same day or next, year around service and advices. I used to buy Turbo Tax to prepare tax return myself, but when I filed my return, I am not sure everything is correct. Now I am so confident, and no more IRS letters ask me to correct returns! Best CPA in Bay Area!

Mark has been doing my taxes for 16 years. Always a terrific experience: I always feel safe,…read moresecure, well represented, and well advised. Mark is extremely professional - every year I recommend him to many friends and colleagues.

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.

I think it's been around 7 years at this point to which I have used Mark for his services. Mark…read morecontinues to provide great service and now has options to do the entire hand-off of your forms online, and you can also now digitally sign your forms as well online. He also will meet you online via Zoom as well, and prefers that method due to COVID restrictions. I actually got the wrong time for my yearly appointment with him yesterday (Sunday), and while leaving a message, the secretary picked up, thanked me for notifying them that I would miss the scheduled appointment, Mark was mainly booked until mid next month, and doesn't see anyone on Mondays, but was willing to make an exception for today (Monday). I really appreciate that he was willing to see me despite the missed appointment. The appointment went well as usual. I was able to tell him some things about some of the forms and he asked me some questions about my prior year, which he also told me I could do business deductions and we went through a tiny list of things that we could deduct. I generally scan all my stuff into PDF format where I don't have a digital copy and just hand him a flash drive with all the stuff for him to use (he will scan physical documents for you if it comes down to it). Given that he now has a digital portal, you can probably upload the docs there instead.

Rude, likes to hang up on people, doesn't communicate well…read more I would give a zero rating if I could but yelp doesn't allow for it. If you want bad communication and rude secretary, with a rude accountant, then Mark is the person for you.

!! THIS IS A 10 STAR REVIEW !!! Julie is one of the most knowledgable, experienced, kind &…read morepersonable financial advisers I have ever come across. Though my investment timeline horizon did not match with hers, she spent over an hour understanding my needs and giving investment advice without charging anything at all. She helped me sift through various securities that I had in mind, gave me her view on their performance & risk perspectives in detail and helped me in deciding appropriate fund allocations for these per my needs. She was kind enough to discuss detailed strategies on how to protect my portfolio & maneuver trying times in the market (eg. The recent market crash due to Covid19). She also discussed her take on "Timing the market" vs "Time in the market", "Dollar cost averaging vs lumpsum investment" etc. In addition to that, she took out time to ask me about my future plans and shared some of her own experiences and learnings through her life. If you're looking for a financial advisor, look no further! You won't regret it. Thank you Julie for your initial and continued help!

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

My husband and I are very grateful for the financial guidance provided by Financial Journeys…read morePartners. It was very reassuring to work with an experts when we were planning to retire 4 years ago. Financial journey partners uses the most up to date software to help you see where your at financially and it it has great tools to help with budgeting . We use it daily. There is also a great social and Educational element to company, Elaine, Scott and Linda, offer regular educational webinars and have a variety of speakers give talks about relevant topics. The office staff is amazing also. They are very responsive if you need anything. Also there is a social element, they host an annual holiday party and other social activities for the clients. Last year they spearheaded the inception of a woman's group for their female clients. The group has encouraged all kinds of activities from pickle ball to hiking and movie going. They really go the extra mile and do an excellent job with our finances. They know the clients and care about them, that is why I highly recommend them

My husband and I have been Elaine Manley's clients for...well, many many years. At our first…read moremeeting, Elaine was able to persuade my husband to sign up for his new company's 401k -- we're old enough that it was still rather new so he needed the push. That decision set us up to be able to retire several years ago and to travel now. In the interim she and her team have alerted us to news we needed, held our hand when we needed to calm down about the market, and provided references for tax preparers, Medicare experts, travel experts and more. Her team is very sharp and very helpful. Elaine and her team have made our lives easier and we greatly appreciate that.

Joe from Peterson & Grantham helped me navigate a complex home insurance search after my renewal…read morepremium jumped significantly. I was comparing multiple carriers and brokers simultaneously, and Joe stood out for his responsiveness, attention to detail, and willingness to dig into the specifics when I had hard questions. He corrected data errors quickly, explained coverage differences clearly, and got me bound on a CIG policy with better coverage than my prior Travelers policy, saving me over $1,000 a year in the process. Smooth from start to finish. Highly recommend.

Joe is great! Super responsive and knowledgable and helped me find a policy for a home that is a…read morebit harder to insure.