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.

I'll give you my exact situation because I don't believe in hyperbole…read more I'm a disabled veteran and was paying to go to an online learning program that was supposed to give me the credentials I needed to get my foot in the door to work with animals. I knew that I was only starting for my own benefit and edification, that I am permanently disabled, so I was shopping around for a school that was online and $1000 or less so I could manage the payments. I'm not even sure at this point that the school (Career Step) is accredited properly. I'm still looking into that. At any rate, apparently this is the company that the school sold my loan to. I don't understand why and I don't understand why that is even legal. I thought I was paying the school directly, monthly. I received a payment booklet in the mail, much like one might see with a car insurance company. These people seem almost more like a bill collector. They cannot tell me who all businesses they manage or collect for. I paid (credit card auto draft) monthly for veterinary tech school. Apparently the school I used had me sign something which caused me to receive a letter later saying that I was now obligated to Monterey. Had I had a chance to read reviews here on yelp or Google I would've never went to that technical school because I'm a bachelor degree level college-educated woman, and any tech school that would use a company like this is not a legitimate school in my opinion. I'm curious as to why they have not been investigated by the Better Business Bureau, or some other entity. In fact, I just called them now to find out why they don't report monthly to the credit bureau like school loans are supposed to. My report shows that I've never had a school loan, which is a lie. This is my first and only one. But one call to their company number and I noticed that all I get is voicemail and no option to leave a message. That's not legitimate. Even if I press zero. So I wonder if they went out of business. If somebody has a legitimate number for them where a human being answers, please let me know. Thank you. As I read through their reviews, I see that most of the people are like me: They are someone who got a loan through one company, and these folks are like some sort of intermediary, with a physical address supposedly here in the States, but nowhere can go in and speak to a human being. That is not how business is done. Subpar subprime lenders are becoming this way. But my credit was good; no need for my college to sell my loan off to some sub-par company to ruin my credit and report things as late payments when it's not even a legitimate school loan. My credit report literally says that I've never had a school loan. So, that makes me also question the school that I attended. Will be having a serious talk with them also, because I did not finish the program and I was supposed to be able to go at my own pace because of my medical issues. Just be forewarned: You can get a loan through them but you may as well pay them off early with a credit card like I did because you will be dealing with a myriad of people, who are not bankers or bank representatives but just some lackey on the phone who doesn't understand why your loan just keeps going up and up and up when it's supposed to be an interest-free loan. Our government needs to shut down subpar lenders, including anything fly-by-night, 25% to thousand % interest lenders that prey upon the poor, desperate, the under-educated, or overworked. May I suggest Dave Ramsey? I am back to working his plan instead of "Worshiping at the altar of the credit score." Supposedly he is lobbying to work to shut down the payday loan, and the other subprime lenders. I've had better respect out of payday loan places; at least they answer the phone. And I have not used a payday loan lender for like a decade. I learned my lesson the hard way. Just say no! --------------------------------------------------- Update half-hour later when Maya called me back. Apparently they are on Pacific Time. She is struggling to find my loan in the system. Twenty-five minutes later we have both located my paid off account and looked at my online account payment history. I have no late payments. She found me but can't explain to me why my paid and closed loan for $1,432.59 doesn't show up on my credit report as a school loan. I paid my loan off about six months early...all she tells me is "maturity date was the 20th of each. Credit is reported to the bureau monthly." Per Maya, Customer Service Representative.

SCAM ALERT! SCAM ALERT! SCAM ALERT! SCAM ALERT! These people…read moreare very unresponsive and only want your money. They will do nothing for you, ignore request, and continuously make harassing phone calls during the day, at night, and even on holidays. There are plenty of other financial loan institutions that can help you. You don't need help like this. They will not support you.

I started working with Katy a couple months ago and am very very pleased! She is thorough,…read moreattentive, responds quickly and has held my hand the whole way. I had 1 previous advisor, he previously managed my grandmas estate that I inherited in the bay area, whom I did not care for. We are in our 30's with 2 small kids and a lot of dreams but new to money management, stocks & bonds and all it's terminology. I felt so lost but Katy made sure to take time to explain things slowly and ensure I understood fully. Highly recommend!

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.

I came to Jeff during Open Enrollment via google search hoping to find something more affordable…read morethan the $400+ plan I was in. He was excellent at explaining the process and our communication was very easy via email and texts. AND he was able to get me into the new plan within 3 business days. I'm very grateful and highly recommend.

Jeff Babcock and his company has really helped our family, including my wife, son, and myself on…read moremedical insurance programs. His friendly guidance has helped us reach the best solution and choice for our needs. I would say that he is "THE BEST IN THE WEST" !!! Ron S.

I would 100% recommend Mr Broadus. He was very kind and understanding. He was super patient with…read moreall my ongoing question. He explained everything to me in a way that I felt more empowered to make my decisions knowing I knew all the information. Mr Broadus returned all my calls or emails very promptly and was always polite, friendly and respectful. A+++ from me. Janeen Blackford

We have been with Scott for about 2 1/2 years now. Scott does an excellent job at explaining the…read moreoptions and the potential ramifications. We are retired and withdrawing monthly. We are very happy with the portfolio performance and especially the communication level. The plan that Scott has us in we really love. The flat fee option where Edward Jones cannot get a commission on what they sell you is an excellent option. I know that the only motivation is the benefit of the portfolio which is comforting.

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.

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.

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!!!!

Lisel and her team have been working with me for years. Each time, it has been a wonderful…read moreexperience. She makes everything so simple and uses the latest tech to get it done quickly and easily. HIGHLY recommended to everyone who needs a tax pro.

I found Lisel on Yelp and I am glad I gave her a shot! I just met with Lisel about an hour ago to…read moreget my taxes done. She is very friendly and explains taxes in a way that the average joe can understand. I am very happy with her services and confident that my tax paperwork is in good hands. I will definately be coming back next year!