I meet regularly with my Insight financial planner (always the same person). I am always happy to…read moresee all the financial data, market trends, and potential political disruptions they consider before adjusting my investments. And I appreciate all the guidance they give me on issues such as social security, medicare, required minimum distribution, and tax planning. I feel well taken care of and in competent, knowledgeable hands.

Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

My brother referred me to Jeremy and his team at Conversant and I've been with them for almost…read moreseven years now. From the beginning, Jeremy has prioritized getting to know me, my career, my family, and what matters most to us. What impresses me most is Jeremy's approach, he is not focused simply on "beating the market." Instead, he helps us stay focused on the bigger picture, studying how markets have performed and reacted over time and planning ahead for the next opportunity. Jeremy schedules quarterly check-ins and is attentive and easy to talk to, I always feel like his advice is tailored to our family's goals. I'd highly recommend him and the Conversant Wealth Management team to anyone looking for a trusted advisor who truly takes the time to understand you.

They are professional and very knowledgeable. I feel safe with our money being managed by them.read more

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

I reached out to ScoreWell when I had an unexpected finding in my credit report. Instantly the…read moreteam, Ken and Bryan went into action and submitted the appropriate disputes and within a week all 3 agencies fixed the error. Amazing! Highly recommend!!

I want to give my sincere thanks to Ken and Bryan for helping me fix my credit reports. Even though…read moreeveryone tells me it's supposed to be easy to take my sister's items off of my credit report, it took me 3 years to get every single item off of every report. It was preventing me from achieving my own financial independence because my sister's loans on my report were impacting my ability to get accepted for a credit card. So I turned to Scorewell. Bryan helped me take off my sister's items with ease and aplomb, and Ken guided me on how to start building my credit with a secured card. Now I'm glad that I'm starting to build my credit. Thank you, Ken and Bryan, for all you do!

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

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.

Amazing Service our representative Aaron Peabody is second to none. Great service and even better…read moreknowledge of the market!! Thank You Aaron and Team you have been amazing!!

Very professional and friendly people. They take enough time to understand your needs and explain…read moreyou in detail about solution. Price may be higher compared to others but they never checked clock when we were discussing on our case. Also they explained that everything is digital & secure. Before Summit, I interviewed few other financial experts but they were affiliated to some insurance company or brokerage. They were ready to do financial analysis for free of cost but I see the conflict of interest. These people are not affiliated to any insurance or brokerage firm. (at least that is what they told me).

I'm so grateful to be working with Selina Chiu at the San Ramon branch of Charles Schwab. She has…read moretaken personal time, both before and after office hours, to carefully think about the best financial strategies for me. Our meetings in her office are always very thorough and focused on my financial needs. I also feel very fortunate to work with her because she speaks Mandarin, which helps me clearly understand what works best for me under her guidance. There is no better advisor for me. Because of her excellence and dedication, I have already referred a couple of friends to her for initial consultations. I truly enjoy working with her and look forward to continuing for many years to come!

I was extremely happy having Gillian Qian help me set up a second family trust account for my…read moredeceased mother. Gillian was very knowlegable about trusts and did a great job in answering all my questions.

Paul and his team have been amazing with figuring out my retirement options and we have a strategic…read moreplan moving forward. They are awesome and I am so happy to know my financial decisions are in such great hands. Thank you!

I've worked with Paul for many years now, but recently have been working much more intensively…read more He's proven to be very knowledgeable and helpful. He clearly listens to and plans towards my goals. My previous experience with other financial planners was fairly generic where they more or less just push their own agenda while calling it a "plan". It's clear in dealing with Paul that he's actively working with your benefit as the primary concern. He's highly professional and definitely a valuable asset.

We have been working with Summit Wealth and Retirement Partners for 10 years and have been…read moreextremely pleased. If you're looking for integrity, expertise, great communicators and just plain great people we would highly recommend speaking with Summit to find out what they offer.

We worked with the worst tax accountant ever Debbie Pham. She was very recently a real estate…read moreagent and it shows. She lost documents and submitted incorrect tax forms to the IRS. When trying to work through the IRS issues she was very unresponsive. With the upcoming tax season I noticed she is still working in your organization so I am encouraging everyone to stay far away from working with your company. I just want to make sure nobody else gets terrible service like we did.