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.

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.

Norm has been preparing taxes for every member of our family for 15 + years. I've recommended him…read moreto all of my local friends and they've all been super happy with his work.

Norm is the best Tax Guy. He's easy to work with, Really knows his stuff and has the greatest dog…read moreto entertain us while he askes all the questions. Really a great experience for me.

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.

10/10 or 5.5 Stars out of 5 being the highest. Saratoga Research & Investment Management has a…read morefantastic investment strategy that anyone would find difficult for it to go wrong. They are astute in finding only Platinum level corporations to buy into and sell at the right time. It would take me a while to describe their solid strategy, however it is well thought out and has provided a great return for my wife and I over the past 10 years. On top of there investment strategy Saratoga RIM has planned for future events, catastrophes and leadership! What more can you ask for.

these guys are great. not only have they made me double my original deposit, they are personable,…read morehonest, and reliable without all of the hidden fees (eg: big investment firms such as charles schwab, merrill, etc.).

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!

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.

We closed on our South Bay house early May 2021 & we will go to Albert, from now on, for anything…read moremortgage related. Throughout the entire process, Albert had been exceptionally hard-working and results-driven. He gave advice with full transparency. He kept us informed of next steps while also explaining the rationale for the numerous required documents. Albert was timely with all of his communication; responding to our questions in very short order, and always pleasant & patient in his interactions. We appreciate the courteous, prompt and knowledgeable service. Albert and his team at The Loan Story are true professionals.

Albert was referred to me by a relative that Albert has helped with many loans and refinances…read more Working with Albert and his team was a breeze - Albert was always on top of escrow, the lender, the appraiser, and all the parties in the purchase transaction. Albert is a true professional, efficient, and dedicated; with his expertise and at his suggestion, we were able to lock rates at a low. However, Albert never pushed us to choose one path or the other; he always gave us all the information we needed to make an informed and educated decision. As a realtor, I have worked with many loan brokers and Albert stands heads above the rest.

I met Manny at one of his free meetings at the library and trusting him with my daughter's college…read moreadmission was truly one of the best decisions I've made. She was admitted to several top schools and will be attending one of the top UCs this year. As a middle‑class parent without much knowledge of how the admissions system works here, I was overwhelmed. Manny guided us through every step -- from essays to financial aid to taxes -- with patience, clarity, and genuine care. My daughter says that without his help she wouldn't have done nearly as well, and she really enjoyed working with him, which mattered a lot during an already stressful school year. I highly recommend Manny if you have a child preparing for college, Thank you, Manny!

Manny is very good advisor for college. He is perfect for those looking for help that live in the…read moreSan Francisco Bay Area. I highly recommend seeing him when your kid in the 8th or 9th grade. This is the best time to take advantage of his services.