Can I just say "WOW"!!! Jennipher is an outstanding financial adviser! I met with her to discuss…read moresome investing strategies and making some possible changes to what I am already doing. She advised me how I can manage my own investments with very little time commitment and for a better yield with my returns. She took the time to go over everything thoroughly (read: patient!) and in easy to understand ways. I felt encouraged and empowered to handle my finances in a more dynamic and educated way. I highly recommend taking some time to talk with Jennipher!

Jennipher, owner of Wildflower Financial, is amazing. She helped me to fully understand what my…read moreoptions are and explained the best options for me given my current financial situation. She is extremely knowledgeable and patient. I really felt like she had my best interest at heart and was honest and personable. I would recommend her to anyone seeking a financial planner!

I have never written a review on Yelp before. However, I am forced to write this as the financial…read moreadviser who we interacted from Waddell & Reed was not totally worth our time.. So.. Here it goes!! We were planning on hiring a financial adviser for a long time and zeroed on Delbar as one of our realtors advised us. We went there and the very first day, she walked us through the entire plan and told us that she can help us and it is the right time for us to start with our financial planning.. At the first meeting itself, she asked us to pay her fee.. I was a little bit surprised as this was our first meeting and she was doing the sales pitch without even letting us think.. Ok, we thought may be she is aggressive and as we were anyway planning on hiring someone for a long time, we agreed to hire her.. The next, she goes through the entire documentation and says, I am not going to go crazy like other financial advisers and make money for you. Instead, I will do the things which are normal and will help you long term.. We were like, OK.. let us give her a chance.. Now, after looking at all the options, she proposes us the insurance plan by threatening us that one of us can die or fall sick for more than 30 minutes. Neither of us are in our 30's yet and she tells us all of this..Towards the end, she starts saying that I can only help you with your taxes which is again a basic change..Every meeting we had with her, she would ask us to sign an acknowledgement letter that she has done her job right..If she is sitting in front of us, we can't even right the correct comments as we wanted to give her chance to improve and help us out the next time.. To conclude, It was so hard for us to find out that inspite of knowing our current financial situation and everything, she misguided us that she can help us get our long term gains and .. She never mentioned anything worthwhile during our 2 to 3 meetings and we were surprised that she represents Waddell & Reed which is one of the most respected firms. We were so disappointed that we decided that this will be our last appointment with any financial adviser.

I was pretty dysfunctional about money, but I have a healthier relationship with money since…read moreworking with Delbar. I'm nearing retirement but caring for a terminally ill mother, the recent economic catastrophe, and other set backs had driven up our debt and put us in deficit spending. I was fearful of facing our financial situation and embarrassed about it. Delbar took a practical non-judgmental approach, got us working toward practical goals, and now we are on good footing. She diversified my 401K and SEP-IRA investments further to reduce risk, and they have shown a very satisfactory growth for these times. I find Delbar to be patient, supportive, and helpful. She genuinely wants us not only to be solvent and debt free, but also to enjoy life.

This is the ONLY place to use! This is the fourth time I…read morehave used Diversified Capital Funding, when purchasing a home. The team is AMAZING, and treat you as if you are part of a family. Buying a home is beyond stressful, but they bring ease to it. I am confident that I will be taken care of and will have all the information I need to make decisions. There is no one else I would use or trust. Also quick note, Brian answers the phone/texts even on vacation!! They make it clear they will always be there, whatever your needs (or in my case, whenever I have a panic moment).

I met mortgage agent Connie Chronis at a Los Altos Chamber of Commerce meeting and was impressed…read morewith her professionalism and willingness to work with me in refinancing my home. I had a complex plan and timeline which Connie assisted in developing. It was good to have experienced advice to walk with me through complicated issues. The loan process was terrific and I obtained a loan tailored to my specific needs. I can't say enough how helpful Connie, in particular, was in keeping the process going and following up. Please consider asking Connie to bid on your home finance, refinance, or equity line needs!

Amy and her colleagues have been helping me with financial reporting, book keeping and tax…read morereporting in the past several years. So far so good. I feel grateful to have their help.

Amy has been my CPA for 3+ years and I am very happy with her services. She is efficient,…read moreattentive, helpful, and accurate. I am self-employed. Amy not only prepares my tax returns and takes care of my books efficiently, but also gives me constructive suggestions on tax saving plans. She also helped me responded to the IRS notices, and abated the assessment successfully. Her prices are appropriate and fair. I would recommend her to anyone who is looking for a professional, knowledgeable and honest CPA.

Sent all documents for refinance processing, but no replies from Andrew/Sarah…read more They lack basic courtesy to let me know the status.

Loanontime just closed my refinance loan two weeks ago. Loanontime is very honest financial service…read morecompany. It offers most competitive interest rate to customers. It's staffs always reply my emails within one hour. They know what their clients need. This time Loanontime even credited $2150 to pay my property tax. And they always do things right and close loan in time. I strongly recommend Loanontime.

I recommend this place for someone who need alot of help cleaning up there Credit score Hazel is…read morevery good and very helpful.

Hazel knows her stuff. She has help allot of my clients and personal friends.read more

Cathleen was referred to me by a friend about 10 years ago. I found her and her staff knowledgable…read moreand easy to work with. She always responded to questions within a day. I highly recommend her if you are searching for tax accounting or financial planning. Siv Modler

Sad to say Cathleen dumped me on January 15th via letter after using her service for nearly 20…read moreyears. I waited to write a review till I wasn't angry. She said she was getting too big and had to get rid of some customers. I guess my business was not important enough to keep since I'm now retired. She would not recommend another service to me either. And just when the tax law changed so dramatically (Trump's changes) and I sorely needed tax advice. Very sad indeed to see such poor business manners. I do NOT recommend using her unless you want to be unceremoniously dumped too. Ended up doing my own taxes (very painful and time-consuming) since all the places recommended to me by friends and family were all booked up by end of January. Shame on you Cathleen.

I refinanced my home and took out extra money for home improvement with Zoe Wimmers. She was…read moreextremely knowledgeable and gave me the information I needed to make the decisions that were best for me. She consistently kept me updated with the process and gave me realistic timelines for each step. She also made sure I knew what to expect and took off any extra burden.