I recently moved all my investments to Pesta & Pesta. They have a team which asks detailed…read morequestions about people's goals then proposes a portfolio based on answers to their questions. They follow up with a meeting to discuss, if needed. I had proposed a small change and provided a rationale. They made it happen. They are very client focused. Also, being independent, as contrasted to one of the major investment advisory firms, they take a more personalized approach with limited bureaucratic stuff. I've found them extremely responsive to my questions. I'm 3 months in as of now, and all my questions have been answered within the same day in which I send them. They are happy to explain how things work, and why the portfolio is optimal for me, and even run probability numbers to show likely scenarios years down the road. Very easy to work with.

From the owner: Founded in 1970, Pesta & Pesta Wealth Management serves clients through holistic financial…read moreplanning, disciplined investment strategies, and proactive personal service. Pesta & Pesta Wealth Management was founded by John and Emily Pesta. Jeff Pesta, the second oldest of John and Emily’s six children, took an active interest in his parents’ tax and financial planning business at an early age. Jeff bought the family business from John and Emily when they retired. Today, Jeff’s son Derek, is the current owner after purchasing it when Jeff retired. Derek earned his M.B.A. from Pepperdine University and is a certified financial planner professional. Pesta & Pesta Wealth Management is proud to have been serving its clients with personal attention for three generations.

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.

UGH what a total [insert bad word here]…read more As part of my job, I have to call to verify a couple of information regarding a loan. When I called Qing to verify with her some info she had sent to one of our mutual client to pass onto us, she freaking screams back at me over the phone saying "It's your job you figure it out! I don't have time for this nonsense! You're suppose to do all this! Go call the client and ask him the details!" Um.. isn't that what the client is paying YOU to do? bottom line is.. she's rude, disrespectful, and hard to deal with even over the phone. oh and the kicker is, after screaming at me over the phone for a good 10 minutes she had the audacity to tell me she needs the forms completed by me IMMEDIATELY! then hung up on me! needless to say, I waited til the end of the day to complete that one just to piss her off a little.

Qing at QC Financial got me reasonably good deals twice in the past. She was quick, effective, and…read moreno-nonsense. But the most recent time I tried working with her was a disaster. The trouble started when she offered me a rate I thought was uncompetitive. I explained my reasoning -- the rate was above market average while I have stellar credit and substantial equity -- and asked her to improve it. She refused and turned hostile. She told me I was a bad customer, that I treated her with disrespect, that she was only helping me as a favor, etc. She continued being rude and condescending in all subsequent conversations I had with her. When I told her this attitude was unprofessional and unacceptable, she redoubled her verbal abuse. I "fired" her on the spot and will never work with her or refer friends to her again.

Absolutely LOVE this place. They are extremely knowledgeable, friendly and professional. I can't…read morebelieve I wasted so much time and money on HR Block all these years. Their fee for a simple file is half the cost of other tax places. I strongly recommend this establishment!

Kelly does a great job. My taxes were complicated and she helped sort it out. She was also very…read moreresonable with her fees. She provided good guidance on some topics i am not familiar with. She was always polite and patient. I would highly recommend her.

Amy and her colleagues have been helping me with financial reporting, book keeping and tax…read morereporting in the past several years. So far so good. I feel grateful to have their help.

Amy Su takes the time and explain things properly and clearly. No matter what level of…read moreunderstanding you may have for accounting and taxes. She makes herself available when you have concerns and in the end will find ways to help you save money for your business. Thank you Amy for your consistent, helpful, and valuable service!

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.

Qing Qiu == Less Interest…read more Qing took care of our second refinance that just closed as promised. She delivered an amazingly low interest rate for our 30-year fixed loan. Wells Fargo, Citibank, Bank of America, and a different loan broker all wanted at lest 0.375% more interest and some with fees on top. Qing delivered this better rate with zero costs/fees -- as in this was a totally free refi for us. Now these savings come at a cost. In order to give these good deals, Qing has many loans going on at the same time. She doesn't have time to hold everyone's hand. For this reason she is terse and you have to trust that she will deliver what she verbally promised. My brother is now refinancing with Qing to take advantage of the better deal she offers.

So I got Qing Qiu's number from a coworker and contacted her regarding a refinance. At the very…read moreonset she was EXTREMELY RUDE and had a nasty attitude. She has ZERO communication skills and I would recommend her to NOBODY!! I thought I would give her the benefit of the doubt, so I decided to look up her other reviews. They are exactly like mine. See for yourself! Stay away!!! http://www.anpedia.com/business/0122379556-Qiu-Qing-Q-C-Financial-Cupertino-CA.html

We closed on our South Bay house early May 2021 & we will go to Albert, from now on, for anything…read moremortgage related. Throughout the entire process, Albert had been exceptionally hard-working and results-driven. He gave advice with full transparency. He kept us informed of next steps while also explaining the rationale for the numerous required documents. Albert was timely with all of his communication; responding to our questions in very short order, and always pleasant & patient in his interactions. We appreciate the courteous, prompt and knowledgeable service. Albert and his team at The Loan Story are true professionals.

Albert was referred to me by a relative that Albert has helped with many loans and refinances…read more Working with Albert and his team was a breeze - Albert was always on top of escrow, the lender, the appraiser, and all the parties in the purchase transaction. Albert is a true professional, efficient, and dedicated; with his expertise and at his suggestion, we were able to lock rates at a low. However, Albert never pushed us to choose one path or the other; he always gave us all the information we needed to make an informed and educated decision. As a realtor, I have worked with many loan brokers and Albert stands heads above the rest.

Over the years I've had plenty of experiences with Fidelity's security. They have excellent voice…read morerecognition which is superior to pins and passwords which are so easily stolen. From stolen wallets and checkbooks to attempts to commit identity theft, Fidelity has excelled in protecting my account both brick and mortar and online. I compare this to service from Citibank which came up short. Very. Short. The only other organization with security that comes close is American Express. If your account has been targeted Fidelity will raise the security of your account. They will freeze some easily exploited features. This means you can't use it either but it just means you need to call Fidelity and get verified by their voice recognition and they will excute the action on your behalf. The following is a duplicate of a Yelp review that I submitted on another account. Yelp cannot merge accounts so they recommend you copy your reviews then delete the extra account. The original review was submitted in 2020, You judge quality when the chips are down. Recently, I was burglarized And the burglars left spyware on all the machines in my home network. Yeah, that's why they didn't bother to steal the equipment. This is how you reset your passwords when your equipment is compromised. You go to Fidelity and you reset your password. The manager himself carried equipment out to me. The staff let me stay late to finish up. The staff looked up 800 numbers for me. They dialed the numbers and held the line until I was ready for the call. It was almost surreal. Not one other financial institution came close to this level of service. Far as I can figure Fidelity has the best security against identity theft that I've encountered.

Fidelity Investments in Sunnyvale, CA has provided me excellent customer service and advice and…read morecontinues to help me. Ian Bushell helped my husband and me change the registrations on our many accounts. Priya is my fiduciary financial advisor who has provided me helpful financial investing advice and continues to do so. I have also had the pleasure of being helped by Fidelity associates Ken, Tim, and Brendan. All the Sunnyvale Fidelity employees are welcoming, pleasant and helpful to work with!

Ever since the first Mac's the current owners of the business are holding the best of the best when…read moreit comes to honest business. I have dealt with them several times and found their bids on buying surpass their competitors so I just cut to the chase and call Macs

I entered and felt like an afterthought. The worker let two other parties in while I was trying to…read morebrowse and felt like I'm being hovered around by other customers. I'd prefer to be able to discuss options and pricing with the owner. Letting others hover in such a small space when I'd waited to enter felt....wrong.