Juliette is a great person to work with. She has a wide breath of knowledge across a lot of…read moredifferent financial products and goals. She listens and adjuta based on your questions. She is patient enough to help explain after fifty questions to finally help find the one pay off the answer that you weren't quite getting. I can't say enough good things about working with her.

After 25 years of being with the wrong people investing my IRA (huge egos, poor investment advice)…read moreI found Juliette on Yelp and never looked back. Unlike the two people I was with previously she doesn't charge a quarterly fee. I never felt that my portfolio was being overlooked. She keeps me updated on the state of affairs and discusses all proposed changes with me. I'm retired now, and my investments are doing very well. I have total confidence in Juliette. If you're unhappy with your investment people or know someone that is, contact Juliette.

Carrie is a great resource on all things financial. She is very personable and intelligent…read more Whatever stage you are at in your financial goals Carrie can help. Highly recommend her!

Highly recommend coach Carrie. She is incredibly patient, resourceful, kind, smart, and…read morecollaborative. We learned as a couple how to release our historical closed-minded beliefs and find new strategies to build the financial life we wanted. We have saved thousands of dollars from using Carrie's methodologies. The ROI has been astounding.

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.

My husband and I are very grateful for the financial guidance provided by Financial Journeys…read morePartners. It was very reassuring to work with an experts when we were planning to retire 4 years ago. Financial journey partners uses the most up to date software to help you see where your at financially and it it has great tools to help with budgeting . We use it daily. There is also a great social and Educational element to company, Elaine, Scott and Linda, offer regular educational webinars and have a variety of speakers give talks about relevant topics. The office staff is amazing also. They are very responsive if you need anything. Also there is a social element, they host an annual holiday party and other social activities for the clients. Last year they spearheaded the inception of a woman's group for their female clients. The group has encouraged all kinds of activities from pickle ball to hiking and movie going. They really go the extra mile and do an excellent job with our finances. They know the clients and care about them, that is why I highly recommend them

My husband and I have been Elaine Manley's clients for...well, many many years. At our first…read moremeeting, Elaine was able to persuade my husband to sign up for his new company's 401k -- we're old enough that it was still rather new so he needed the push. That decision set us up to be able to retire several years ago and to travel now. In the interim she and her team have alerted us to news we needed, held our hand when we needed to calm down about the market, and provided references for tax preparers, Medicare experts, travel experts and more. Her team is very sharp and very helpful. Elaine and her team have made our lives easier and we greatly appreciate that.

After using the services of Fiscally Fit for many years my sister and I could not possibly be…read morehappier with their performance and professional commitment. My sister was handicapped and elderly so when we were looking for a bookkeeping service for her we knew that we needed someone we could trust completely, and thankfully we found that by working with Alison and Rosemary at Physically Fit. My sister recently passed away unexpectedly, and Alison and Rosemary were so supportive and helpful as I went through many financial needs and stresses, it would have been much more difficult without them. I cannot express how much we relied on their trustworthy, perfect services.

I began working with Alison Salisbury when I became responsible for my parents' finances as their…read morefiduciary. Alison is fantastic -- conscientious, knowledgeable, ethical -- everything one could hope for. After a couple of years, she referred me to Esther Yang, who is fabulous as well. Finances stress me, but every time I work with Esther, I feel calm and reassured. Esther brings extraordinary attention to detail, follow through and ethics to her work -- and although the very notion of spending hours on accounting is stressful for me, I truly look forward to spending time with her. A terrific group. You can't go wrong here.

Over the years, Anna has successfully guided us from pre-retirement and into retirement. She's…read moresmart, patient and very hands on. She responds quickly to questions and is thoughtful in her responses, customizing her solutions and providing options to meet our specific needs. I would highly recommend her.

My husband and I recently had a retirement plan put together by Jennifer Bush and their staff. We…read moreare so grateful to have her as our CFP. Jennifer is very caring, kind, knowledgeable and down to Earth. She is easy to work with. She has been diligent with everything concerning our plan. She is excellent at explaining what needs to be done, she goes over every detail and makes sure you understand how to implement the plan. We appreciated seeing the different scenarios/columns in regard to our three housing options. We discussed what makes the best financial sense for our future retirement. It was eye opening to see where our money goes and how to make a budget. We are very aware now and make better financial choices. We looked at the worst case scenario and best case scenario and what needs to happen to get the best outcome. After seeing it all in writing it made things very clear. It was so helpful to have another set of eyes to go over everything. We felt like a weight had been lifted and it gives us hope for our future. I have an outlined to do list of what I need to take care of. We looked at our Trust, bank accounts, investments, life insurance, housing insurances etc. We had a previous Advisor but unfortunately it was such a bad experience for us. I was stressed and worried, not knowing who to turn to for help. After several months of searching the internet and narrowing it down, I kept coming back to Jennifer's profile. I am so glad I reached out and got the help we desperately needed! Our experience with Mainstreet Financial Planning has been extremely positive and we highly recommend Jennifer Bush and the entire Team.

Amy and her colleagues have been helping me with financial reporting, book keeping and tax…read morereporting in the past several years. So far so good. I feel grateful to have their help.

Amy Su takes the time and explain things properly and clearly. No matter what level of…read moreunderstanding you may have for accounting and taxes. She makes herself available when you have concerns and in the end will find ways to help you save money for your business. Thank you Amy for your consistent, helpful, and valuable service!

Becoming spiritually connected to my finances was something I had never considered. Creating a…read morehealthy realistic relationship with money gave me the self-assurance that money is not just about money. We all know this right. Do we? Realizing that abundance and prosperity is so much more than the bottom line opened my channels into paths of certainty, with abundance. Saving money is always good, but fully understanding our life's abundance with financial and physical well-being is amazing. Denise is kind, smart, encouraging and dedicated to facilitating abundance in all of us. Thank you Denise XO

Can I give her 10 stars? Please?…read more I am a firm believer in personal development and seeking support when I feel stuck in an area of my life. But it never dawned on me to go to a money coach until a friend described Denise as an "angel" in his life. As a standard-issue American I've always had secret emotional issues with money. All I was aware of, though, was that I hadn't saved enough. But in meeting with Denise I've learned how much unhappiness I've had around money-- and I've learned that I don't have to be unhappy with it anymore. I can feel a massive burden lifting, and before Denise I didn't even know I was carrying the damn thing around! Oh, and yes, I know I'll get the whole saving issue licked as well. Denise is in a class of her own. She truly is magical, an angel. And she's incredibly informed, expert and professional. I wish the other people I've gone to in my life were half as effective and Denise, but they weren't even close. If anything I've said resonates with you, do NOT hesitate to see Denise! You won't be sorry, I promise. One more thought: I was surprised that Denise had so few reviews here, especially given her stellar reputation and how long she's been in business... And then I noticed how embarrassed I was at the thought of publicly admitting that I'm seeing a money coach. Nobody admits to needing help with money, and everybody that I know well admits privately to having a miserable relationship with it! So please don't assume that, because Denise only has two reviews, she isn't as great and successful as she actually is. :-)