I've been working with Evan for several years now, and couldn't be more pleased. I have referred…read morefriends and family members, including my mother, after she had someone else managing her finances for many years. Evan made her feel at ease, and we have seen tremendous growth since the switch. He is extremely responsive, knowledgeable, and provides a sense of security. We know our finances are in excellent hands with Wendell Charles managing them!

My wife and I have worked with Evan now for over a year. In that time, he has transformed my…read moreinvestment approach into one that better fits my life goals and has generated better returns than at any time in the past 25 years. In our initial visit, and on subsequent occasions, Evan has acted as our 'financial therapist' where he was able to ease my fears and inspire confidence in our retirement planning (I'm a little neurotic). Evan encouraged and gave us the tools to take a more holistic view of our financial universe. His Wealth Vision tool brings together all the disparate elements of my investments, spending, income, insurance, etc into a user-friendly environment. Evan is always willing to take a phone call and listen to whatever concerns I may be having at the time. His demeanor is always positive and if he can't answer a question on the spot, he will do the research to make sure his response is sound. I appreciate his honesty and trust his perpetually-informed advice.

A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

Tony is a godsend, pure and simple. He is an expert in his field, but he's also very busy, so make…read morethe most of your time with him. He helped me successfully resolve an ongoing dispute with the FTB, which seemed an impossible mission until he stepped in to help. He's a bona-fide professional, and I felt confident with him on my side, even against such a lawless, unethical entity like FTB. If I could give more than five stars, I wouldn't hesitate for a second. Many thanks!

There is no way to truly do justice to how amazing Tony Navarro and his entire Tax Plus team are in…read morea simple review, but I'll try. I had a rather compliated situation and Tony has been the biggest blessing, by way of two shady and very expensive attornies and another shady accountant. He is honest, crazy smart and informed AND an optimist with the ability to instill a sense of calm in all his clients (I've referred a handful of friends to him who all share the same sentiments). Everyone who has assisted me at Tax Plus, from his assistant Brenda to the maravelous Svestlana (another enrolled agent and tax preparer) have been thorough, kind, professional and at the top of their game. If you have never heard of an enrolled agent you're not alone. But trust me on this, you don't want your ordinary CPA helping you with your taxes, you want and NEED an enrolled agent. The IRS can feel very intimidating, the rules are confusing and mistakes can be costly, but not with Tax Plus on your team. My gratitude to Tony and Tax Plus is beyond measure.

I've been working with the team at Davidow Financial since 2011. I switched to them from a long…read moretime agent who was great, but Davidow exceeded my expectations in every level. The service this agency provides is one that I've never received before with any other agency. They are professional, knowledgeable and thorough. And they extend the same level of service to any of my employees when they call with an issue/question/concern. They are on top of all things. I consider them an extension of our company.

We have had the pleasure of working with Davidow Insurance for just a short time, and they are so…read moremuch better than we could have ever imagined. My husband changed employers and we were given Sofia's contact information at Davidow in case we had any questions or concerns about our health or dental policy. We have a unique and complicated situation because we have a permanently disabled adult daughter that we care for. Sofia made "jumping through the hoops" of the insurance providers seem effortless. She helped us every step of the way and never failed to get back to me within moments of me reaching out to her either by email or phone. I feel certain that my daughter would not have insurance coverage today if it were not for Sofia and Davidow Insurance. I cannot more highly recommend this organization and it's employees! THANK YOU!

Bruce has been my financial advisor for several years now and I honestly can't say how helpful he…read morehas been in my journey to financial health. With Bruce, I set up an IRA and after having my son, we put together a life insurance plan as well. Both processes were very simple and Bruce was so patient to explain everything along the way. Bruce is one of the most efficient and professional people I've had the pleasure to work with and I am excited to continue our relationship to see what my financial future holds!

They don't respond to new customer inquiry in a timely manner or in my case, at all. How are you…read moresuppose to trust somebody with your finance when the guy can't even get back to people. Poor communication skills. When you deal with people's money you gotta show you are on it.

Stephen and Diana are very professional and knowledgeable in what they do. I needed help dealing…read morewith depreciation for my rental and Stephen counseled on a solution. During the tax return review, Diana was very thorough in explaining each line item on the return and addressed all my questions and concerns. Thank you Stephen and Diana!

Advise RE is absolutely the best CPA/Tax Consultancy out there! I had been working with a CPA for…read more20 years who was good, but didn't seem always up to speed with the latest laws and lacked creativity. I needed to find a savvy firm that is well versed in Real Estate investments (as I own in properties in multiple states and entities) and in investments/stocks & businesses. Incredibly Knowledgeable: Their team is as knowledgeable as it gets with all the latest Tax laws in California (as well as other states & international tax laws - as a US citizen living abroad). The owner Stephen & his partners have multiple certifications and have been able to answer all my questions. Integrity, EFFICIENT & On Time: They are efficient in finishing your taxes in the time frame they promise. My clients who own multi-million dollar businesses also have had great experiences in over the last decade. TAX PLANNING: Also it is most recommended for those looking for organized tax planning quarterly. Think of them not just as a CPA firm you speak to once a year, but as your financial partner. I highly recommend them!

I was referred to Michael Garelick by a friend who is a satisfied customer. I needed to have my…read moreexisting tax return for accuracy and missing deductions. The first thing I noticed was how responsive and friendly Michael was. It was clear that he cared about his clients and wanted to provide top-notch service. I explained what I needed and within an hour, I was able to log into his client site and upload the document he requested, a TurboTax file. He reviewed the document and got right back to me. He pointed out things I had missed and explained how I could file a 1040-X with the IRS. I was prepared to pay his normal fee for providing this service, which was fair, but he made an allowance for me because of the simplicity of my issues and charged me far less. It is rare for a business to do this. It's nice, and rare, to deal with someone so understanding, competent, and fair. I don't give gratuitous compliments. Michael earned every laudatory comment!

I called Garelick Business Management during tax season and again afterward. Their admin, Grace,…read moreanswered the phone, but she did not seem able to answer even basic tax-related questions. Normally, at a professional tax or business management firm, the person answering the office phone should at least be able to address basic questions or connect you with someone who can. Instead, she repeatedly said, "I'm sorry, Jessica Luengas is not available right now." I waited for a response from Jessica Luengas and her team, but no one followed up. Communication was very poor. It was also frustrating that there did not seem to be a regular team member, or even another tax preparer, available to answer basic questions. It made me wonder what kind of tax and business management operation this is if everything seems to depend on one tax person being available. For a firm offering these services, I expected a more responsive team and better client support. Based on my experience, I would not recommend this firm.

I have been a client of Lighthouse Financial Services since June 1997. Over these 27 years the…read morefinancial markets have soared and crashed but through it all we have always recovered from the lows and exceeded past the highs. Unless you have complete trust in your financial advisors these fluctuations would be very stressful. With Lighthouse managing my portfolio they have proven over decades to be honest, reliable, and highly qualified stewards of my investments. George, Rob, Mike, Muey and their entire staff are respectful, available, and provide clear and understandable advice in managing my investments. They have earned my trust. I have been very pleased with their tax preparation services too. I have confidently recommended Lighthouse Financial Services to both friends and family members.

We have been with Lighthouse Finance since August 2018. We've had the opportunity to work with…read moreJayce, George, and Dustin. Everyone has been kind, thorough and knowledgeable. The firm has worked for us through the financial planning, transfer of funds and management of our portfolio. Although it is not large, it is what we have and they are helping us protect, manage and use it as we see fit. I would recommend their services. Maureen and Ross