Charles Schwab national is still competitive with other brokerage services, but its employees in…read moreCorte Madera, CA are both "stressed out and completely inefficient and sometimes largely incompetent" both in person and by other communications in the eyes of account holders with approx. $10 million in accounts.

Kind, friendly, efficient and clean space. Look forward to doing long term business with them!read more

This financial advising service is excellent. No sales pitches, commissions, or hidden fees. It's…read morejust what the name says: Advice Only. The staff is intelligent, knowledgeable, articulate and scrupulously secure, keeping your data private and confidential. If you need to plan for retirement, decide if real estate or the stock market is right for you, or arrange for a comfortable financial future balanced with what you find to be important in life, they can set you up to meet your goals. No agenda other than getting you the advice you need, no judgement, and very reasonably priced. Will pay for itself many times over.

From the owner: Advice Only Financial Advisors provides fiduciary financial planning using the Advice-Only™…read moreMethodology. Clients pay directly for advice—we do not sell financial products, earn commissions, accept referral fees, or charge AUM fees during the planning engagement. The Advice-Only™ Methodology uses structural separation so financial advice is formed independently of implementation-linked incentives. Based in Corte Madera, California, we serve clients locally and nationwide through virtual engagements. We provide comprehensive financial planning, retirement planning, tax planning, investment guidance, insurance analysis, and second opinions through a planning process designed to keep implementation separate from advice formation. Most clients begin with a paid consultation to clarify priorities, evaluate options, and determine the appropriate scope of engagement.

Starting to Build Our Financial Future: We were new to personal finance and had finally reached a…read moreposition where we could think about saving and investing. Katy offered packages that were perfect for our personal finance journey. She helped us understand the recommendations she was making, so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed and could actually start taking the steps to a stronger financial future. We saw the many benefits of her guidance and look forward to working with Katy and her team as we grow our family's financial security.

We have been working with Katy for about 7 years now and it has been the absolute best decision…read morewe've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years in a very competitive market. After we started working with Katy we were much more confident and finally able to make it happen without overstretching ourselves. We continue to have check-ins as needed for all kinds of questions, from stock and investment allocations, to college 529 plans, to retirement and she's very knowledgeable and responsive. She's extremely easy to talk to, honest, and straightforward. We've already recommended her several times to our friends and family.

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

I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

Diabolical We were…read morelooking for a long term person to work on our taxes as expats from the UK, so we thought Chris would be the right person. We asked would they be able to take on our case before the tax deadline (a month or two before), they said they could and I pretty much provided all the documents needed in a few days. However a month or two later just before the deadline we were assigned to someone called Steven Daniel - he was without a doubt the absolute worst person we've ever dealt with in terms of client experience. He would ask us stupid questions like can we convert an image to a document for him to which I pointed out there are plenty of tools online for that. They filed an extension without telling us we would be liable for any interest. A month or so passes and they then start following up with questions saying they are nearly done. Another month passed and they upload the preliminary tax bill into their portal without telling us. The tax bill was a lot higher than expected, I clarified this with Chris, sent the money to the IRS and he said nothing more was needed. Another month passes and Steven emails us asking would we like to file the tax return. WTF Steven?!? The man is clearly an absolute imbecile and did not work out when I said we have paid the IRS (for which he was in the email) this means file the bloody return?!? I get a call from Chris apologising saying they will cover the interest. To this date I have never received this despite sending them the interest bill I paid off for several hundred dollars. For the luxury of all this madness, they charged me $1500. At that price I would be expecting a fairly high end service, this was beyond belief - I cannot fathom how they are happy to charge this for some of the worst professional service I have ever experienced. In short, steer clear unless you have more money than sense - if you hear the name Steven Daniel, run and do not look back.

Due to recent changes at Vanguard, I was forced to find a new home for some of my accounts…read more Fidelity' seemed like the best option so off we went to Larkspur to get the ball rolling. We arrived at the appointed time and were take back to a private office after a few minute wait. Staff were friendly and helpful, getting our account opening and transfer paperwork submitted. Hopefully everything goes forward smoothly. They offer many wealth management services and their website it easy to navigate and filled with useful tools (like a bond searching engine). They also have a nice refreshments area for guests.

Because recent life changes have forced me to deal with a number of different financial firms, I…read morecan make informed comparisons. The service my family received at the Larkspur office of Fidelity stands out for its kindness and efficiency. I would like to particularly commend Gustavo Sanchez for his skillful handling of the transfer and retitling of accounts. When other firms clung to arcane and obsolete procedures (I'm looking at you, Columbia Threadneedle, with your insistence on Medallion Signature Guarantees), Gustavo unerringly completed and submitted their paperwork as well. At a difficult time, the people in this office were extraordinarily helpful.

Clear, consistent advice that helped me build ways in which to make financial decisions that keep…read moreme in line with what I want to do. I liked the rate/return analysis of my original portfolio and how the new portfolio will provide more risk protection. I particularly liked how I can take away the ideas and use them almost immediately to build my safety net.

From the owner: Supporting small business owners and families to achieve their business and personal dreams through…read moretailored financial plans and wealth management.

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.

Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.

Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.