I have been to many different companies over the years to get my taxes done and this was by far my…read morebest experience (and I've had other good experiences with companies.) Everyone was kind and took the time to really explain my specific situation and adjustments I might want to make in the future. I am not dreading tax season next year.

Gino Fortis and his staff are simply the best. Do yourself a favor and use Fortis…read more Regarding tax preparation, Fortis is far better than H&R Block and the others. He doesn't just ask canned questions, but goes deeper and finds exemptions and credits the others don't find. He knows the Federal and State tax codes and even was able to file taxes for another state. In addition to the superior technical ability, Gino Fortis and all his staff have always given the best customer service. Dealing with them is a pleasure. And that is saying something considering taxes are so unpleasant.

I had been searching for a financial planner for some time -- specifically a fee-only Certified…read moreFinancial Planner. They don't have anything to sell, other than their advice, thereby avoiding having various things thrown at you that are really designed to make them as much money as possible. Through an odd circumstance, I came across Symphony Financial Planning. All I can say is, WOW! This is how financial planning should be. First off, it's not some corporate building with lots of granite and glass -- it's a very inviting environment that's in what appears to be a small home. You'll feel comfortable right away -- not like a corporate prisoner. The most important part of course are the people. A better group you will never meet. They are super nice, especially Taylor, who worked with me. She made me feel completely comfortable, and explained things in a non-condescending manner. She never made me feel stupid, which is something I can't say about other people I've talked to. In the end, she gave me some great ideas about how to maximize my retirement savings, and sold me nothing in the process. Perfect! And because they are fee-only, you only pay for the time you need -- they won't latch onto your accounts and start pulling out commissions or other fees. They don't even have access to your accounts -- all they can do it give you advice about how to manage what you've got, to meet your goals. If you are looking for financial planning and are anywhere in the vicinity of Davis, you owe it to yourself to give Symphony a try. You won't be disappointed!

From the owner: Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive,…read morestrategic retirement planning services and low-cost, tax-optimized investment management, with a fiduciary duty to act in our clients' best interests. All our advisors are non-commissioned, experienced financial professionals. Pure Financial does not sell products, earn commissions or receive referral fees from any source. Our specialty is retirement and pre-retirement financial planning, retirement income, and asset management with an emphasis on tax reduction. Whether you're nearing retirement, in retirement, had a life-altering event or need investment advice, our fee-only fiduciary financial advisor team will help craft an investment strategy and retirement plan based on the best interest of your financial goals.

After a sit down with Brenda you can feel better about what you're doing for your future. She is…read morevery informative and gives you very straight advice! I would highly recommend the services of Brenda Walker of Edward Jones!!!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Jody, in the front office is awesome! Not just working super hard, because my rollover from Mutual…read moreof America is simply the worst nightmare! Lacy Senate, Jody's boss, is so smart and knowledgeable about putting together a terrific portfolio. I love these two women!

About 20 years ago I switched to Lacy (Butler) Senate as my financial advisor. It was one of the…read morebest decisions of my life. As a novice investor, I rely on her recommendations. Over the years, in person and over the phone, she updated me on the status of my portfolio and answered my many questions. I truly feel she cares about me as an individual, not just my investments. She is the best!

AVOID ROBERT HOBEDY. He is unprofessional, inept, rude, arrogant, unhelpful, caused many problems…read morewith my account, personally froze me out of my account. His errors cost me lots of money while the market was volatile, significantly added to my legal costs, made a very bad situation for me. Once everything is resolved we will likely transfer to Fidelity. https://www.linkedin.com/in/robert-hobdy-8912b51b

Paul at the Davis branch of Charles Schwab is great! He has over 20 years of experience and has…read moreearned the titile of CFP (Certified Financial Planner). He listens well and can help put together an investment plan for you. Please note, he has hundreds of clients, so call the main number for Schwab to make an appointment. As one of his clients, I can tell you that when I email a question to him I do get a great response. The key word here is "appointment". He is not able to help with small accounts. Anyone at the main number can help small time investors get started started online, and the online investment research materials are very helpful.

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

I am an estate and probate lawyer and trust Beth and her team completely. They are reliable, caring…read moreand highly competent. I would not work with or refer to them otherwise!

From the owner: At Elizabeth Dean Fiduciary Services, we help you or your loved ones with the burden of managing…read morepersonal daily care, finances, housing, medical needs, paying bills, and handling trusts. We are held to the highest ethical standards in the care of and loyalty to our clients.

I am totally grateful for Impact's presence in my life. Investment planning can be confusing and…read morecomplicated. They make it less intimidating and tailor plans to the individual. Thank you Paul.

Impact Financial Advisors has been nothing but great to us. My wife and I have known we need some…read morehelp/ guidance with our retirement plan full finical stability as well as create a working path for generation wealth. What works for everyone is different and everyone's plan is very unique to them and their situation. We have been and will continue to work with Thomas, he is very detailed and communitive. He has and continues to be a great asset for us, and our ever changing road map of life. Have recommended and will again, to anyone looking for help.

Lizeht Hilton worked day and night on our loan process. She even worked on our loan on vacation and…read moresaw a picture of her while on vacation at a gas station in the middle of nowhere charging her laptop working on our loan. She will literally do whatever it takes to get you the best possible deal. She has no quit and is determined to make you happy and you can tell she takes pride in her work and she loves what she does. I feel like she genuinely cared for our families outcome and will only use her for future purchases. Josiah also is apart of their team and he worked really hard as well. They were both very professional and were on top of all aspects of the process.

I can really appreciate Greg's professionalism, efficiency, but most of all his caring response…read more It's not often I can say that about folks. I'm going to recommend him to my friends and family. It's a lot of thinking over with hard decisions when faced with financial resolutions or financial struggles , but with Greg's expertise, advise and professional guidance he makes these hard decisiones easier. His confidence in his proposal made me realize I was working with an individual that cared and wanted to help me. He's a hard-worker! I want to give him recognition on all my emails/texts/calls l reached out to him, he replied. He never left me hanging. I highly recommend him. He's got my respect and my business. Thanks Greg!