ZERO stars. Stay away! See how many one star reviews? They were very bad for my friend, took all…read moreof her money and basically tricked her into going to a halfway house with no accountability. The adult protective services person had recommended them. Another friend got a very negative response from her attorney when she said she did not want to name CMY as her future fiduciary. Suspicious.

I'm sure no one is ecstatic to deal with fiduciary services , but I have in the past and it was at…read moreleast reliable , compassionate and professional. This particular business has shocked me in their negligence. There have been reservations completed at hotels to find out later that they weren't completed and it's after hours leaving zero options . Their fee for the time and effort are extremely imbalanced. There have been questionable transactions on accounts that are multi accessed by the company and I that was not made by me. I feel as if the company is predatory to people vulnerable and maybe in a position where their complaints aren't seen as valid or believable . Scary to put your loved ones assets in their hands .

Outstanding team service, Josh helped me protect my family. Excellent communication throughout and…read morevery trustworthy.

Update to my review from a year ago, Josh and his whole team are so wonderful to work with! They…read morecontinue to surprise me with their level of detail and care for my financial goals and needs. Super patient with me as I make decisions as well. Thanks team!

This is the Sacramento branch. I've been helping my wife deal with this company. They are…read moreunprofessional to say the least, say they will call with news on a certain date but rarely do. A simple financial operation is taking many weeks which is to our detriment to the point I'm looking at hiring a lawyer as they are failing in their fiduciary duty and will be held responsible for any losses.

After my wife's intial move to H_M, I too rolled my retirement account into H_M.in 2010, Now, July,…read more2013, we continue to be more than satisfied. Another reviewer intimated that my origianal review had been a cut and past job. Had this person checked, he would have found that I've been yelping as a Yelp Elite for over 5 years and in no way would that have ever happened. We have other choices and choose to drive the 65 miles to H-M for their excelllent services. We have always had the same adviser, meets with us on a regular basis, and we couldn't be happier.

About 6 years ago Schwab blocked me from accessing my online brokerage account for unspecified…read morereasons. So I opened a brokerage account with TD Ameritrade. But now that Schwab has purchased TD Ameritrade, my TD Ameritrade account will be transferred to Schwab which means I will be blocked once again from online trading. I called Schwab and they said they cannot guarantee I will have online access to my Schwab account once my TD Ameritrade account transfers over despite being a TD Ameritrade client in good standing for 6 years.

Difficult if not impossible to meet with a person unless you are initially opening an account…read more Also phone calls leisurely returned. You get the impression of the Wizard of oz behind a curtain when you go into their office. Lots of empty cubicles. Have gotten conflicting information. Their online forms come with lots of problems and don't seem to accomplish what they seem to promise. Been trying for 10 days now to get a straight answer. Speaking to someone finally about misinformation, was told...well he's new. Is that an excuse? very disapointed with my experience with them

My accounts were FROZEN by a Risk Assessment; they made an error and blocked me in the middle of…read moremaking a transaction. No FRAUD. I can put $ into my accounts but I may not withdraw any $, buy CDs or use my HSA account. No one will talk to me other than to tell me that they are "working on it". The have messed up my entire account. The workers seem very inexperienced, say the dumbest things and are no help. I finally just hung up, it's been 2 weeks at least. I don't know what to do as my company uses them for 401k & hsa.

After 40 years w/Fidelity, my accounts were FROZEN by a Risk Assessment. No reason was given, no…read moretime frame is given. Meanwhile, I can put $ into my accounts but I may not withdraw any $. No one will talk to me other than to tell me that they are "working on it" and that they will contact me when they are finished. Meanwhile, all my billpays are frozen & stuff is bouncing even though I have plenty of $ to pay these bouncing checks which bounce because of the Freeze. It's been a week! and they are still 'working on it'. Beware Fidelity

I feel lucky to find Max, very helpful call that I experimented, full of great tips and ideas, very…read morerespectful and patient, never watch the clock, as soon as he start, he never stop, until you'are satisfied, I personally highly recomend his tax services, nothing but the BEST!! thanks Max

I was lucky to find Max right here on Yelp. I opened a small business in 2011. In the past I used…read moreanother local tax preparation service of comparable price, minus the quality. After TaxPro did my taxes I realized what difference quality and customer service. Max went over every detail making me feel comfortable about asking questions. I cannot believe how much I could've saved over the last 4 years if I had known the right business structure for me; take for example sole-proprietorship vs S-Corporation; or what about learning I've been paying too much in self-employment tax. What's funny is that my previous tax preparer never took the time to explain or ask questions about my business needs and structure. I appreciate the valuable tips. All in all, I'm glad I found him on Yelp. Reviews don't lie. I know next tax season, I'm only trusting Max to work the tax. Thanks so much for teaching me a thing or two. :-)

I've been working with Mark Becker for the past year and The Becker Group has been so helpful with…read moremy financing and investments!! I knew very little about my 403b plan and what I could do with it. Mark and one of his agents sat me down and reviewed all of my finances and then gave me multiple options, told me the good and bad about them, and helped me invest my money. In the past, I worked with one other financial advisory company. They were always trying to sell me policies, and I just thought that was normal. The Becker Group explained to me that they do not have any products to sell, so they have the luxury of helping me choose the best investments and policies for me. They weren't trying to meet some monthly quota. I'm not an expert when it comes to 403b's and financial investments, so they really sat with me and walked me through everything step by step. Amazing company. I wouldn't trust my retirement plan and money with anyone else! Hi Joe!

From the owner: Financial advising.read more

We were referred to Jason by another advisor who retired. Jason is beyond reproach. We couldn't be…read morehappier. He spends the time required and is always available to answer our questions.

From the owner: Straight talk. A clear strategy. A singular focus on transforming a clear vision into tangible…read moreresults. That's what Lighthouse Strategic Advisors is about. Since 2003, we have offered innovative investment strategies for discerning investor who look to us to help them achieve their best personal and financial outcomes. Our professional mission -- and passion -- is to understand and facilitate our clients' vision of success. We help our clients convert what matters to them into practical, realistic objectives. Written plans, communicated clearly and executed seamlessly - that's what we do for you.

Working with Peter Chu at CTB has been an exceptional experience. Transitioning from one tax…read moreprofessional to another can sometimes feel uncertain, but Peter made the entire process seamless from start to finish. He took what I thought would be some of the more challenging pieces -- like the sale of one of our rental properties and making sure everything was handled correctly within our partnership. He made it all feel straightforward and manageable. What really stood out was not just the execution, but the thoughtful, relevant advice he provided along the way. His guidance gave me clarity on decisions and confidence that everything was being handled the right way. Overall, it was an incredibly easy and efficient experience, and I truly appreciate the level of care, responsiveness, professionalism, and expertise Peter brought to the table.

I love California tax boutique. They are very kind and offer advice and clear explanations of what…read moreis happening.