I've been working with Bob for our Corporation and personal taxes for over 10 years and through the…read moreyears he has provided me and my company excellent advice for tax savings and financial planning. More recently, I think my accounting records have some errors and Bob has so generously offered to help me clean up any discrepancies. Bob has integrity, he is extremely knowledgeable and always displays the utmost professionalism. I highly recommend Bob and his team for financial advising and taxes.

From the owner: Our primary service is Wealth Management. We also provide our clients with Retirement Planning and…read moreTax planning & preparation. We are conveniently located in downtown Danville, CA. We serve individuals and small business clients. One stop for your most important financial needs.

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!

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!

I have been retired for almost 10 years. A year prior to retirement, financial planning wasn't a…read morepriority. Someone referred me to Insight to Wealth for a review. Overwhelming skepticism! I was thinking I could setup my own retirement plan. The more research I did, the more worried I became. I began to imagine the tremendous effort, patience and expertise required. I asked for a plan. Enter Brian S. Brian emphasized that a hedge against inflation is key in a solid retirement plan. I didn't think of that. So, he setup a diversified plan consolidating all my IRAs and 401ks using various investments vehicles. The variety provided protection against inflation, he said. 10 years later, I am living a lot more comfortably than during my working years, thanks to Brian and his team of experts!

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.

Herrmann and Cooke, despite all the double letters....they deserve 5 stars, excellent service,…read moreexcellent personnel , David Herrmann, Jason Cooke, Pamela Cunningham, also all 5 stars!! .. They have taken care of my finances since 2006. Could not be happier. Vicki

Travis McEuen called me after I requested some investment information from the Dave Ramsey website…read more Sadly I am just now getting a grip on our finances at 38 but better late than never. I don't have anything to invest yet but that didn't stop Travis from truly caring about me and my family. He listened and understood exactly where we are, he answered all of my questions and asked me important questions I didn't know to ask. He was beyond nice, detailed oriented and calmed my fears of investing and saving for retirement later in life than I wish I would have. He has the heart and mind of a teacher which is imperative when I am intimidated and afraid of investing and being taken advantage of. He also looked at, evaluated and gave advice on the itty bitty Roth and 401K plans my husband and I currently have and what we should do when we are ready to invest. My husband was extremely impressed with his detailed, thought out email about our situation. Travis truly cares and now all we need is money! As soon as we get out of "Baby Step 2", Travis will be getting a phone call from us! Thank you Travis for being so kind, a teacher in our learning curve and most importantly giving us hope.

I learned about Sampson Investment (and Scott Sampson) through a friend. I needed some financial…read moreadvice about the 401 K I had built over the past 11 years. Scott is such a pleasure to work with and explains things in ways I understand. We moved a lot of my funds around in my 401k to match my age and age when would retire. Scott has been doing financial advising for such a long time that I felt comfortable with his fund choices. And his assistant, Ailisa is equally reliable and a joy to work with. When my mother unexpectedly passed away - both Ailisa and Scott were so compassionate and really helped me with all the paperwork involved in making rollovers. Scott always goes above and beyond. He helped in ways I never expected in a financial planner. He is more. His listening skills are impeccable. And has an intuition about things. He helped me make a very important decision after the passing of my mother. I was not thinking clearly and he could be the eyes and ears for me during a difficult time. He really has a big heart and a passion for what he does. Don't wait! Meet with Scott Sampson now. And you too will improve your financial situation for the better!

Patrick is a specialist in his field and has a natural curiosity that allows him to learn what is…read moreimportant to each client without the person feeling over analyzed. Understanding your goals, investment personality, and expectations allow Patrick to create the financial plan you can trust and examine for updates as your strategy changes. If you don't have a plan for the future you need to call Patrick!! Begin today and see what new ways he can find to earn you a better return!

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.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

Alex and his team are extremely knowledgeable and actively pursue ways to grow wealth. Most…read morefinancial advisors follow a formula. Alex goes above and beyond, and has significantly improved our portfolio.

I have been working with Alex for over 8 years now. Alex's attention to detail and broad knowledge…read moreof the markets has been instrumental in helping me build a solid retirement plan that works. The reason that I have continued to work with Alex is trust and integrity. When you work with Alex you know that he has your best interest in mind and treats you like family. I would, and have, recommended Alex's services to anyone looking for financial planning and investment advice.

Proper communication, service with integrity and the list goes on. If I did not have to have an…read moreaccount with Wells Fargo for my disabled sister in Florida I would never waste my time at this establishment. Over the years have continual wrong communication provided. Always told one thing on the phone and a different in person. Was having currency delivered and was promised a call as soon as it arrived after visiting the bank several times to pick up. No surprise no phone call. It had arrived prior. Huge lack of professionalism and customer service

I opened up a new checking account. Gave them money to…read moreDeposit into my new checking account. They deposited it in the wrong account that was being closed. Refused to transfer the money into the proper account. Instead they said they have to mail me a cashiers check which would take 5-10 Days. Showed zero remorse at all.