Although I am not reviewing as a client, I am leaving this review as a future client of Root…read moreFinancial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have "the algorithm" direct me to Root with James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review... I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor... But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though I'm not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari!

The team at Root Financial Partners are impressively knowledgeable. James has a way of making…read moreeverything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team.

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.

Darren, Maria and Jessica are great. They have been helping me with my taxes for years. They are…read moreresponsive, knowledgeable and professional. I recommend !

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.

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.

Annette has been a lifesaver for our business. She is hands down the best accountant I've ever…read moreworked with. We run a sustainable real estate fund so our taxes, investor requirements and accounting are quite complicated. Annette has been able to handle everything and deliver us more value than we've expected. In my opinion, Annette is a great CPA because of her background as a financial planner. I believe that gives her the ability to look at the overall picture of our business, how to grow it, what strategies make sense, etc. She doesn't just do our books, she gives us invaluable advice that is crucial to the success of our business. Anyone can do your quickbooks and file your taxes. Very few CPA's can actually help you grow your business-Annette is one of the few. i would recommend her highly.

Scott and Jen are organized and smart. They explain complex things in a simple way and always…read moremanage to instill confidence in me. I'm super nervous about paying for college and retirement, but every time I talk to them I walk away feeling like I can do this. I trust them completely- they are always there when I want to talk, and they even proactively reach out to talk with me. Can not recommend them more highly!! 6- star service!

Scott is a true partner when it comes to helping my family and I plan for the future. We recently…read morehad a daughter and Scott was amazing at discussing what our goals are for her especially considering the fact that both my wife and I work in incredibly fast-paced start ups. On top being a partner, he is dedicated to his craft and takes every question seriously and responds with detailed answers. He has helped us set up a clear roadmap that gives my wife and I peace of mind. I HIGHLY recommend working with him and his team.

Joe helped me in a family matter a while back, we won the case & he proved very reliable,…read moretrustworthy & effective, highly recommended

I recently researched and communicated with several law firms in San Diego North county for…read moreinformation on estate planning services. I was particularly drawn to the straightforward video by Joseph Adelizzi on the Law Offices of Joseph Adelizzi site, and impressed with Joseph's responsiveness. Our initial phone discussion was professional and I felt he had listened attentively to every word I said. I scheduled an initial consultation with Joseph for my husband and I to meet him and discuss needs, answer questions, and understand the process in CA. I selected Joseph to prepare estate planning services because of his experience, professionalism, and authenticity. He prepared a Revocable Living Trust, Pour Over Wills, Durable Powers of Attorney for Health Care and Finances, and Final Disposition Instructions. All documents were prepared, executed, and recorded in a timely and professional manner. Joseph is a seasoned estate lawyer and I enjoyed working with him. I will certainly work with him again for other legal needs, and recommend him without hesitation.

Seaside Consultants, in my case, just took my money and did nothing but refer me to a lawyer, who…read moresent two very short letters without the necessary documentation to my timeshare company. The lawyer did not respond to the timeshare company with the requested documentation and therafter did nothing. Seaside Consultants dis answer all my many emails and phone calls, but only told me to "wait my turn." My turn never came, the timeshare filed foreclosure, Seaside and the lawyer (Scott Montgomery) kept my thousands of dollars. My credit is ruined by the foreclosure for likely the rest of my life, as I am in my very late seventies. Thievery,elder abuse, lying are not ethical.

don't waste your money in full going on three years now they don't answer my calls then don't call…read moreme back. absolutely done nothing for me and my wife.

I've been with Guide My Finances for over 10 years and couldn't recommend them more highly. They…read moreare knowledgeable, friendly, and incredibly responsive. I never feel like just another client. From day one, they have felt like a true partner that I can trust. What impresses me most is how they are always ahead of the curve, adjusting strategy and watching the markets. My portfolio has done exceptionally well under their guidance, and I credit that success entirely to their expertise, diligence and constant communication. I have entrusted Guide My Finances with my family's future, and they exceeded my expectations at every turn.

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.

Very professional and great follow up. I've learned a lot from attending their seminar and two…read moresubsequent interviews. We are going to be starting a long relationship with this firm.

Comprehensive Advisors is unparalleled in financial customer service. Brett Gottlieb is top in his…read morefield. He is always abreast of the financial landscape's current happenings. This firm really does treat its clients like family. Any member of the team is always willing to address any question or concern in a kind and prompt manner. Comprehensive Advisors conducts many informative workshops throughout the year. They range from how to navigate the minefields of social security, Medicare, the new Trump administration and changes it may yield, taxes in retirement, how to avoid probate, etc. This firm continually strives to ensure that its clients and friends receive pertinent information to help navigate their financial futures. I would like to conclude with the statement, that I became a Comprehensive Advisor client in November 2022. I interviewed a total of FIVE financial advisors, and Brett far outpaced the competition. I know that I made the right choice to hire him and his firm. I feel secure and yes even blessed that my financial future is secure in his firm's hands. THANK YOU!!!!

This is THE BEST tax service eva! I've been with Ron H. for a few years now and I don't know if…read moreanyone will understand this but, it's an actual JOY to do my taxes! Ron sets you at ease with his sense of humor. He is one funny guy but more importantly, he knows what he's doing. As you can see by today's date, I procrastinated doing my taxes and dreaded my appointment because I made a ton of money off my rental unit and was afraid I owed big bucks. Not so! Ron worked his magic and voila! I didn't owe much. I can now sleep at night :D Thanks Ron! See you next year, same time, same bat channel!

I've been using RH Tax Services for 5 years. Ross is super enjoyable to talk to, cares about all…read morethe details of my taxes, and makes everything extremely clear. Highly recommend!