Just an update- Amanda Pecot has moved to the Tax and Financial Group and I have happily followed…read moreher there. The new office location is much more convenient for me. When Amanda left, I was disappointed how Guide My Finances handled the transition. My friends and I who all used Amanda were assigned to different, seemingly random advisors via email- not even worth a phone call. The new advisor (Jackie) never bothered to reach out.

Jackie has been a game-changer for our finances, tax strategy and even real estate investing. She…read moreis an expert in all three and has a unique way of communicating that makes the tech aspects of what she does approachable and understandable. I cannot recommend this company enough for all forms of financial advice!

SCAM ALERT! SCAM ALERT! SCAM ALERT! SCAM ALERT! These people…read moreare very unresponsive and only want your money. They will do nothing for you, ignore request, and continuously make harassing phone calls during the day, at night, and even on holidays. There are plenty of other financial loan institutions that can help you. You don't need help like this. They will not support you.

They are scammers. The way they rig their pay back on principle is bad . DO NOT USE THIS COMPANY…read more Very rude and ghetto collectors. All need to be retrained or terminated.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

Annette is a true pro at what she does and it reflects in her approach to her clients. She gives…read moregreat advice, looks out for her clients and I appreciate her candor and knowledge.

Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.

Suzanne is very welcoming and put me at ease while helping me with a complicated tax issue and…read morecreate a roadmap forward. Grateful for her knowledge and efficiency getting things done.

I called Suzanne over the phone looking for a new CPA. I own and run a multi million dollar…read morerevenue company and searching for a professionally ran CPA firm. When I called her phone she answered by saying "yea" which I thought was an odd way to answer the phone. It was very muffled and sounded like she was driving. I then decided that wasn't the type of CPA I was looking for and said thank you however this isn't what I'm looking for at this time. She then proceeds to call my phone back five minutes later demanding to know why I hung up on her and I politely said again that this wasn't the type of CPA firm I am looking to hire and thanked her for her time. I again hung up the phone. I then received the attached text from her. She seems highly unprofessional and I'm glad I went with my gut instinct on the first phone call not to hire her. This is not the type of CPA I want managing my company. I'm stunned she would send a text like that. Not recommended.

I started working with Katy a couple months ago and am very very pleased! She is thorough,…read moreattentive, responds quickly and has held my hand the whole way. I had 1 previous advisor, he previously managed my grandmas estate that I inherited in the bay area, whom I did not care for. We are in our 30's with 2 small kids and a lot of dreams but new to money management, stocks & bonds and all it's terminology. I felt so lost but Katy made sure to take time to explain things slowly and ensure I understood fully. Highly recommend!

I came to Jeff during Open Enrollment via google search hoping to find something more affordable…read morethan the $400+ plan I was in. He was excellent at explaining the process and our communication was very easy via email and texts. AND he was able to get me into the new plan within 3 business days. I'm very grateful and highly recommend.

Jeff Babcock and his company has really helped our family, including my wife, son, and myself on…read moremedical insurance programs. His friendly guidance has helped us reach the best solution and choice for our needs. I would say that he is "THE BEST IN THE WEST" !!! Ron S.

I would 100% recommend Mr Broadus. He was very kind and understanding. He was super patient with…read moreall my ongoing question. He explained everything to me in a way that I felt more empowered to make my decisions knowing I knew all the information. Mr Broadus returned all my calls or emails very promptly and was always polite, friendly and respectful. A+++ from me. Janeen Blackford

We have been with Scott for about 2 1/2 years now. Scott does an excellent job at explaining the…read moreoptions and the potential ramifications. We are retired and withdrawing monthly. We are very happy with the portfolio performance and especially the communication level. The plan that Scott has us in we really love. The flat fee option where Edward Jones cannot get a commission on what they sell you is an excellent option. I know that the only motivation is the benefit of the portfolio which is comforting.

Fabulous personalized support!…read more I am confident Joy's dedication and competence is leading me to a debt free future.

I cannot say enough good things about Debt Free Joy and the financial coaching I've received…read more Having personalized 1:1 coaching made such a difference for me because it wasn't just generic advice, it was practical guidance tailored to my real life and goals. I've learned how to budget better, stay focused on debt payoff, and make long-term financial decisions with more confidence. The support is encouraging, honest, and completely judgment-free, which made it so much easier to stay consistent. The accountability alone has been worth it. If you need help getting your finances organized and reaching your financial goals, I absolutely recommend working with them