Samantha has been managing my family's portfolio since 2018. This has been one of the best…read moredecisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our financial portfolios, where she has guided us on salary contributions to different pots (retirement accounts, college savings accounts for our kids, and stocks), she advises us on life insurance and linked us with colleagues to help with our taxes and living will. We couldn't be happier with our decision to work with Samantha and hope this can be a life-long partnership - she is very talented and astute with markets and really has our back with every decision.

I have been a client of Samantha for many years now. She is amazing. I cannot imagine working with…read moreanyone else. She is highly knowledgeable. I can vouch for every 5 star reviews. Thank you Samantha.

If I could give more stars to Daniel, I would; he and his office staff are simply wonderful at…read morehandling both the hard bits (investing, presenting options, keeping me up to date on the state of my finances) AND the soft bits (listening to my concerns/needs and explaining things with fabulous charts/graphics). Daniel has even hosted my 2 young daughters in a session of Finance 101. I will be retiring soon, and feel calm about and clear on my financial picture - I credit Daniel and his team for this.

Daniel has been my financial guy for over a year now.... I could not be any happier. He is…read morewonderful. My wife and I make just enough money to put some aside for retirement - and he helped guide us through the process. He doesn't force you to do anything (which my wife likes) and simply gave us the options for us to decide. He knows how to get you the most bang for your buck - and will make investing easy. I pray he stays in finance for life - as he will be my financial guy for life. Thanks Mr. Jew.

I met with Benjamin because I had a specific tax planning question and was exploring the idea of…read moreworking with an advisor. He took the time to ask questions and understand my situation and my needs He basically said "you don't need me, but go talk to my accountant." No sales pitch, just straightforward advice. None of that gut feeling you get when someone is trying to sell you something that you don't understand or don't think you need but you go along with anyway because they're the "expert." Benjamin will be my first call whenever I do need a financial planner.

Seriously, it is time to fire your financial advisor if they are charging a percentage of your…read moreassets. You deserve a fiduciary who is focused on your needs, not their ongoing cut. I started working with Benjamin after a major life setback and felt completely lost. He grabbed my hand and helped me take the financial steps I needed to regain control of my future. He is kind, compassionate, and truly encouraging. He helped me make important adjustments to my finances that I should have made years ago. What I appreciate most is that he does not overcomplicate things to make you feel dependent on him. His goal is to educate his clients so they can take the reins themselves.

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

Lars and his team are very reliable and easy to work with. I highly recommend him for tax and…read moreother financial support.

Lars is a good guy that explains taxes in an easy to understand way. He knows his stuff. His…read morestaff is wonderful and on top of it.

It's not like everyday you sell the house so I'm sure people usually have a lot of questions. …read more I called and talked to Varsen Assorian (branch manager) three days ago. Whenever I asked a question she was very argumentative and she wouldn't give me a clear answer. I called again today. The lady who answered the phone asked for my name so I gave her my name She said let me see if she's available When she come back on the phone she said she is not available. I know she's there not busy she probably don't want to talk to me. So I left a message with the lady who answered the phone. I also sent an email asking ONE simple question. But she never called or reply my email. Would I use this escrow company again? HECK NO!

My ex-wife used Fidelity to close. Working with Julie was difficult as she did not explain anything…read moreto me, just wanting me to sign the paperwork. When I voiced concern about perjury, however, I was only met with rude remarks belittling me. If you are going to give your business to someone pick another company. It would seem to me that this company is not looking out to reassure people during this critical transition in people's life's.

Kathryn Holland is no longer the advisor at this office. She has gone independent but is truly…read moregrateful for the opportunities Edward Jones gave her and wishes the best for this company. The new advisor is Melanie Hart, she is very on top of things, if you are looking for a good experience working with Edward Jones, you should give her a call. I can't seem to get Yelp to change the name on this, so this is the best I can do.

From the owner: “The best way to predict your future is to create it”. -Abraham Lincoln…read more I am fully dedicated to helping you create the future you want through personalized attention and planning.

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Guy manages our office's Simple IRA plan. He is knowledgeable but more importantly is willing to go…read morethe extra mile for his clients and is extremely ethical. I highly recommend him.

What went well? Every. Single. Thing. We have been working with Guy for over 20 years and he has…read moreconsistently steered us straight. We have had some very complicated financial situations and Guy's advice always takes everything into account. He has guided us step-by-step through our various decisions and has saved us thousands and thousands of dollars by sharing his knowledge. he feels like family. This is more than a job to Guy. He is committed to helping you articulate and meet your goals.

Did you know that Citibank does free notary if you have an account with them? I recently…read moreexperienced exceptional customer service at Citibank's Fruitvale branch in Oakland. Maria Martinez is the manager and she and her staff are very professional and courteous. This location is at the Fruitvale BART transit center. Se hable Español.

They cannot even process a Government check from Citibank account without going to a special branch…read moreand then have to have a letter with my Disability Check before I can even Cash It! ? At The specific Citibank!? I'm surprised they don't make you go to the East Coast to make you Cash it at the Main branch that the checks come from!