Akram & John have done a great job for us every year. They are organized and make the process…read moreeasy. We highly recommend them.

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

I've known Kalvin for several years and know him to be professional, knowledgeable and kind. He's…read morevery approachable and explains complex matters in an easy-to-understand way. His caring way makes difficult financial problems easier to discuss and manage. I enjoy his wit and appreciate his sincerity.

Kalvin offers comprehensive financial knowledge as we plan for a growing family, buying a home, and…read morestarting a business. Despite my own lack of financial knowledge, Kalvin was able to explain things in a way I could understand, and feel understood. He listened well, offered advice in line with our family's values and goals, and had all the next steps and referrals we needed.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

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.

Provided a lot of information snd good advice and direction for the next tax return. His staff were…read morepleasant helpful and attentive

Mr Jeffrey and his team are always soo professional helpful!…read more Highly recommended. Veronica is super Awesome Thank you

After thoroughly vetting several financial advisors, my husband and I found Jim last summer and…read morehave been working with him for about nine months. He is humble, professional, personable, and highly trustworthy. His experience, expertise, and communication skills truly stand out. Jim charges a very reasonable flat fee (unlike most financial planners) and is extremely detail-oriented. Although we've managed our own investments for over 30 years (primarily in index funds), transitioning into retirement felt overwhelming. Jim's guidance gave us the clarity and confidence we needed to set our retirement dates and stop worrying about finances. 10/10 recommend!

My husband and I have been working with Jim for a few years now, and couldn't be more pleased with…read moreour professional relationship. Jim breaks things down into manageable, understandable explanations, and always offers various scenarios. He listens carefully and fully considers our input. His market insights and guidance have been very helpful, and we've seen our portfolio steadily grow. We feel confident about our financial future as old people! In addition to being so smart, Jim is a pleasure to talk to. He is matter-of-fact, kind, and funny. I truly appreciate being equally included in all meetings and decision making. I highly recommend Jim and his services!

I'm good at saving money, but not so good with tracking investments and such. I don't generally…read morehave the time or proper knowledge to track everything. I mean, I'll get into it for a short period, but it's ultimately unsustainable for me. The Golub Group has been amazing for all these needs. Everything is now well organized, they are highly, highly responsive (something that can get a bit aggro about) and I pretty much always feel secure with them on my side.

I am a Private Professional Fiduciary and my office has been working with Golub Group for the last…read more4-5 years. We have been blown away by their professionalism, dedication to their clients and this community, as well as their very friendly and inviting culture. The whole team is extremely communicative, honest, hard-working and a lot fun to work with. Our office continues to recommend Golub Group to our clients and associates.

I reached out to McKinley to explore some financial possibilities. Mark took me on as a prospect…read moreand was fantastic. He was incredibly friendly, obliging, and easy-going. He fielded no shortage of questions and consistently gave thoughtful and helpful answers. The level of service he provided was head and shoulders above other financial professionals I spoke with. If you're going to have someone manage your money, Mark is a great choice--trustworthy, transparent, and thoughtful. I recommend him unconditionally.

After losing a large portion of our savings in the market crash, we wanted to find more stable…read moreinvestments to improve our financial security. Troy has been excellent in providing comprehensive investment advice, including identifying investments with significant upside, but with very limited risk of loss. In the first six months, we earned 30% across all investments. We now have investments that will provide tax-free annuity payments when we retire, as well as investments earning above-market rates that are liquid and can be used without penalty in the event of an emergency. Troy and the McKinley Financial Group have restored my family's confidence in our financial future.

Don't invest here. Horrible firm. Lost a huge chunk of my portfolio in a very short time. They…read morecharge you even if they invest wrong and lose your money. Zero culpability. They don't care about their customers and will turn their back on you if you question their strategy. Professional scam artists.

From the owner: Bailard is an independent wealth and asset management firm serving individuals, families, and…read moreinstitutions alike. We have built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house sustainable impact investing expertise. Through it all, we work with our clients to align their financial goals with their values. A values-driven firm based in the San Francisco Bay Area, we are deeply committed to Bailard’s core principles of accountability, compassion, courage, excellence, fairness, and independence. Bailard is a majority employee-owned and women-led firm, a Principles of Responsible Investing (PRI) signatory, and a Certified B Corporation™.

My brother referred me to Daniel Weissman to invest some money and he was amazing. He gave me such…read moregood advice, got my account set up right away. He followed up with me if I had any questions. Scott Salerno who works with Daniel followed up with me also. It is so nice to have a contact if I need anything. The service was superb. I highly recommend Daniel and Scott from Schwab.

Helpful and responsive staff, with ample street parking out front…read more Compared to the Schwab branch in downtown SF, this one is a lot smaller but still gets the job done quickly. I called in the morning requesting an appointment, turns out, depositing doesn't require an appointment. Swung by after work, got the deposit done in less time than I expected. 5 stars for the staff working here.