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.

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

I recently received some much needed help from Edwardo who works in the Charles Schwab Los Gatos…read moreoffice. Edwardo is popular among customers as he is done to earth, competent and really knows money matters !! The other day I needed some help with my IRA and Edwardo took the time to help with the paperwork and get things done. I felt good after and highly recommend Edwardo for your investment and retirement needs. Patrice

Absolutely no service for 2 days. They make changes in their web site you can not buy or sell and…read morewhen you call they ignore you 25 year customer with 4 accounts

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

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.

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.

I reached out to Michael as one of very few fee-only advisers on complex whole life and universal…read morelife insurance policies I found nearby. Michael has analyzed the existing offers vs. my needs and recommended to change the policy I was about to choose. The new policy my brokers have found with his advice was much more efficient and my family will eventually gain a very substantial extra benefit. Even if Michael's consulting fee was 10x higher, his help would have easily paid for itself. He really knows the life insurance business and is one of the best financial advisers I've ever worked with. I know he also advises on investing, retirement and estate planning and am looking forward to working with him again after he helped my family so much with his objective life insurance recommendations.

From the owner: We are dedicated to helping you obtain financial peace of mind by balancing your current needs with…read moreyour future goals, which often includes: Retirement Planning; Education Funding; Estate Planning; Investments; Wealth Management; Risk Mitigation; Tax Efficiency and other topics. We provide comprehensive financial planning and investment services on a "Fee-Only" basis. Our fees are hourly, project or retainer based. The fees are not a percentage of assets under management and we will never sell investments or insurance (unlike 95% of other financial advisors). The financial plan that we create for you helps you to achieve your short and long-term goals. Your investment portfolio will be based on your goals, keeping in mind your risk capacity and tolerance. It will also be low cost, tax efficient, easy to understand and designed to provide a high return for your appropriate risk level. Call 800-347-1340 to see if we are a good fit to help you achieve financial peace of mind!

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!