In the past week, two people asked me if I would recommend a reliable and honest investment…read moreadviser, so I thought I would write a review for mine. After being a stockbroker for a decade, I learned a lot about investing. On the job training taught me many things. I learned that you have to be confident to trust your investment expert and your investment expert needs to be smart and well versed in the financial markets. Jonathan DeYoe and his team of experts continually earn that confidence from me and my family. For several years, we have been clients of DeYoe Wealth Management. Thank goodness. The team at the firm care about our portfolio as if it was their own. They are on top of things and they keep us connected. Jonathan makes sure to keep us informed of changes in the market that affect our investments. He publishes newsletters that are informative and keeps us in tune with what is going on in the world of finance. We appreciate the expertise and care the DeYoe team provides time and time again. Over the years, we have transferred our Merill Lynch personal account and opened a SEP, two IRAs and a college fund with DeYoe Wealth Management. We took our time to get to know Jonathan and his associates and we are very pleased with our professional relationship. The team at this firm is very knowledgeable and we have been happy with our rate of return and results ... even in a down market. Their choices have outperformed the S&P on a regular basis. Originally I met Jonathan at a business networking meeting (BNI) and he was introduced to me by a mutual friend and client. In the last five years, I have recommended DeYoe Wealth Management to friends and I have heard great feedback from them as well. The DeYoe investment team has a terrific track record and their excellent reputation is well deserved. So if you are confused about all of the financial information you hear on the news and read in the papers, call these guys and ask them to help you understand what is going on and to get you on the right track. They will ... cause that is what they do.

Financial Planning isn't something I'm good at... Saving money, isn't my forte! The entire aspect…read moreis daunting and overwhelming to me! I've worked with Jonathan for 5+ years. What is consistent is his honesty, sincerity, and transparency in what he does. With all the ugly news of our financial systems running aground due to lack of integrity and greed, Jonathan is a fresh breath of air. Working with Jonathan has been good for me because he's firm, but completely flexible with how he works with me. He's also very passionate about what he does and that passion really shines thru. In addition, the support staff always makes me feel warm and welcomed and part of the DeYoe Family. Jonathan is my defacto Financial Planner.

Had a call with Ashley and found him to be extremely rude. He simply wasted my time and had no idea…read morewhat he was talking about. Found him to be very unprofessional and don't even think what business he is running, what kind of services he is offering and the kind of clients he is after.

I highly recommend Ashley from Arete Wealth Strategists…read more http://arete-ws.com/ HE IS HONEST AND CARES ABOUT YOUR INTEREST OVER HIS FEE What I like most about Ashley is his philosophy of prioritizing his client's interest over his. For example, I am aware that at times he has given advice to hold a portion of an investment in cash. In situations where there is a financial assessment that the market is over-valued and waiting for a an adjustment before making a strategic move, it could be very important to have some cash available to make the move. AND most financial advisers would NEVER make that suggestion because they do not earn any money on fund that you hold in cash. Most financial advisers would have you put ALL of your money in Anything so they could get a percentage / fee. HE HAS CREATIVE WELL THOUGHT OUT STRATEGIC INVESTMENT IDEAS Ask him about his strategic way of weeding out lower performing stocks in developing the the equivalent of a diversified fund representative of the market. Instead of trying to "pick winners" which is really impossible unless you have inside information, he has a creative strategy of weeding out low-performers in an overall market. HE IS GREAT AT TAKING A LOOK AT YOUR OVERALL FINANCIAL PICTURE After you go over your overall financial situation with him, some strategies that can save you a lot of money or minimize a lot of downside risk will be pointed out. He takes into consideration tons of factors, age, stage in life, family, health, underinsurance risk, and a whole plethora of things that maximize your financial health. And he'll be polite and tactful, but he'll not pull any punches in pointing out potential areas for change. I'm impressed with Ashley. And ask him for a consult and I'm sure that you will be too!

My husband and I have been working with Evor and Johnny for 4 years now and couldn't be happier. We…read morefound them through a website that listed fee-only financial management firm. This appealed to us because we were looking to hire someone who would manage our investments according to what would be best for US, not where they would get the most commissions. I don't like dealing with accounting stuff and was dreading the process before our initial appointment, but they ended up making it fun for us, yes, FUN! We did some exercises that helped us define what kind of a life and future we wanted, where we saw ourselves and the process from there was pretty easy. Evor and Johnny exceeded our expectations as far as the services they provided. We were expecting someone to manage our accounts, but they went over our trust documents, disability insurance, taxes, and had great referrals to the best of people in all those areas. What I like most about working with Evor and Johnny is that they are very pleasant to deal with, easy to get ahold of and answer any questions you may have, personable, transparent, have high level of integrity, and truly care about your personal goals and future. I have been recommending them to friends and family and anyone looking for a trustworthy financial advisor.

I had an appointment for my son today at 10:00 AM, and unfortunately, our experience was very…read moredisappointing from the moment we arrived. We arrived a few minutes early, but there was nobody at the front desk. I had to walk around looking for someone and eventually found two women talking, who told me to wait. While we were waiting, my son became increasingly anxious and uncomfortable, so we were walking around the hallway to help him stay calm. A staff member approached me and told me that I needed to keep him contained in the waiting area. I explained that it is very difficult to keep him in one small area when he is anxious and that I was simply walking with him in the hallway to help him regulate. She still insisted that we stay in the waiting area. At this point, my son was becoming very fussy and upset. We had already been waiting for about 10 minutes and still had not been called back. Given the way the situation was handled, I did not feel comfortable staying. What was especially disappointing is that I had already had concerns about this office because they have been difficult to reach by phone and slow to respond. After today's experience, those concerns were confirmed. I did not feel that the staff understood how to appropriately handle or accommodate a young child who may become anxious or overwhelmed. I understand that offices have procedures and waiting areas, but there should also be some understanding and flexibility when working with toddlers, especially children who may have difficulty sitting still or regulating their emotions. We ultimately left without being seen because we were simply waiting and waiting, and I did not feel comfortable with how the situation was being handled. Unfortunately, based on our experience, I would not recommend this place.

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

Dr. Mike is a fantastic accountant and financial advisor. He has helped my wife and I plan for our…read morefuture. He is a great guy and gives wonderful advice. God Bless you Dr. Mike and thank you for helping us file our taxes and plan our finances.

For the past 4 years I have had my taxes done by Michael Olff at Gateway Financial and have not…read morebeen disappointed. He is friendly, knowledgeable and efficient. His office has convenient parking ( big plus since many offices in Walnut Creek require you to pay for parking in their lot or garage!). After talking with friends, I can tell you his fees are considerably less than his contemporaries. I was so impressed with how Mike managed filing my taxes, I turned over a portion of my retirement funds for him to manage. Ya know what? My retirement has grown more than it ever has under my stewardship. Mike is a Certified Financial Planner, I have no regrets and only highest praises for his expertise in managing my money. You can't go wrong with taking your business to Mike!

Dustin is great. Super knowledgeable, on top of it, and always willing to go the extra mile. Always…read morea pleasure speaking with him.

Dustin and his team were super helpful to me on several occasions. Each time I reached out for…read moresupport, Dustin provided sound and financially savvy advice to help support the financial needs which were complicated. Dustin is a well-rounded financial advisor. I found him to be approachable, he brought a broad financial knowledge to a complex situation, and he is pragmatic in his approach. I appreciate his comprehensive review and his recommendations were reasonable. I enjoyed consulting with Dustin and would highly recommend him.

I've been a client of Jason Matthews for several years now. Since becoming a client, I have become…read moreeducated on maintaining and increasing my finances, as well as diversifying my portfolio. He is flexible with the time and location of our meetings, which is important for a busy mom! He's helped me make financial decisions that will protect my family for years to come, and he's always available to answer any questions I may have. Anybody can sign you up for a retirement or savings plan, but with Matthews Financial, you will LEARN about what's best for you and your family.

Jason Matthew is a great guy. He is caring and competent in his financial and insurance business…read more He is passionate is what he does. I like how he takes time to check in and ask me to come and review my policy. He stays on top of things. I also like how he gives informative workshops and seminars on different subjects, such as retirement, economics, just how money works. He is transparent and proactive in helping his clients. He's very knowledgeable about the economy and how to secure your financial future. I would recommend him to anyone who wants to save money and put there money to work for them. There is a time for everything and he likes to have fun. All work and no play makes anyone dull. Continue to do what you do Jason, keeping me abreast on my money honey.

He didn't have the space for a new client, but answered my questions and probably spent 10 minutes…read moreon the phone helping me just to be kind. It was much appreciated.

Chris has helped us with our tax returns the last couple years. I don't know how many clients he…read morehas, but he's made us feel like a top priority. He responds quickly with consistently helpful tax advice and has maximized our refunds. He has a personal touch that has made tax season smooth and stress free.