I've had the pleasure of working with Brandon over the last year, specifically with helping me…read moreduring our company's IPO and the impact on company equity. Brandon was very helpful in providing guidance on selling strategies and gave me a plan to prepare for this recent tax season. Over the year, we also worked on a comprehensive financial plan and even went through important aspects of a first home purchase. Brandon and Diversifi Capital are very easy to work with and provide you with customized content based on your financial planning needs. I highly recommend them!

We were so lucky to find Alfred and his team at Diversifi. After years vetting various planners and…read moreadvisors, we were constantly in sticker shock at the price of hiring someone to help manage your money. I love their subscription pricing system as it allows for a monthly payment and relationship build over time, vs a huge lump sum payment that really makes you take a pause. It's pretty brilliant. The team is highly responsive and you can see they have high integrity. I just love this. Onboarding is a challenge if you have many accounts that need to be catalogued, but I have faith they'll improve the process & tools. They offer financial education via video tutorials if that's your thing, but it's not a requirement. The actual consults are organized, efficient, and down to earth in terms of financial vocab. Overall, we're very please and looking forward to working with them for many months to come. Highly recommend!

I have an unfortunately vast amount of experience with identity theft due to a burglary which…read morecompromised all my passwords and other sensitive identiy information. In the course of securing my accounts, I got some serious exposure to the fraud divisions of multiple financial institutions. I give Fidelity top marks. And I compare them to outfits like Citibank. The only other outfit with competitive security is American Express. I closed the problematic accounts and I kept Fidelity and Amex. But lets discuss the investment. I've had competent investment advisors almost all of them from the Mountain View office. The solutions they proposed were financially sound according to principles of investment theory. I can say this because I had my portfolio reviewed by a friend who is in the financial industry and a very successful investor (no he doesn't take small clients like me). He kindly ran an analysis of his portfolio and mine and concluded mine had significantly lower risk while returns were very reasonably competive with his. How can this be? Well Fidelity is enormous. They can execute financial operations with lower costs because of their size. Their top notch technology don't hurt one bit. Due to my circumstances, Fidelity proposed very conservative investments. However, conservative investments in bonds and such like don't protect you from inflation. To do that you need investment in stocks. But if you are lucky you'll get an experienced advisor who had more tricks up his sleeve that your average advisor. This is a big shout out for John Conception who proposed a solution which solved the need for a stable portion of your portfolio while maintaining an aggressive stock portfolio thus resolving the conflicting needs for my retirement funds. Of course John's proposed solution was vetted by my buddy the financial guy who at this point became very interested in John... Thank you John and Happy New Year. After reading some of the other reviews, there seems to be some confusion about Fidelity. It is an investment firm and not a bank. If you examine some of your "Fidelity" checks, you can see it's actually administered by UMB bank. Fidelity or any other investment firm cannot accept deposits, give you cash from your account or give you bank/cashiers/blank checks because they are legally barred from banking operations due to one or the other of the fiscal scandels in the 2000's which rocked the industry. To deposit checks or get cash, go to any ATM. Fidelity wil reimburse you for the fees. To order checks, alas, use the website. I've never tried asking customer service to send me checks but who knows... it might work. If you need to write a check to someone in a hurry and are caught without your checkbook, there are several electronic transfers of funds, one of these might do the trick. You can use the app to deposit checks as well.

Their incompetence cost me over $2000, and they refused to take responsibility…read more Thankfully, Fidelity's competitors offer cash bonuses for moving your money to new investment accounts. Search for "brokerage account bonus". I moved mine to JP Morgan, Schwab, and Tastytrade and netted far more than the $2000 loss Fidelity caused. Pankit Patel was my financial advisor. He earned a commission of nearly $500 on the transaction that cost me the money. He never once offered this as a gesture of reconciliation, nor did he ever apologize. No one at the company did. 2 stars because Fidelity has some good products: their cash back Visa, fee-free ATM card, and their zero-cost index funds.

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.

Bonnie is top notch! I would highly recommend her to anyone that has issues or needs help with your…read moretaxes. She is very professional, friendly, and helpful! Five stars for sure.

As a daughter of immigrants getting my family to think more like a "rich dad" and prepare for taxes…read moreis so challenging. I contacted Bonnie for a free 30 minute consultation and we are very happy with the answers we received for our questions. She is patient and knowledgeable.

I have been working with Joe for the last few years. I first used him when Turbo Tax advisory…read moreservice sent me for a tailspin. After seeing the error strewn tax return, called around at short notice and was not able to get anyone's time. Finally stumbled upon Joe's reviews on Yelp and decided to give it a shot. Was impressed with his knowledge on my first call and decided to give him a chance soon after. I have not been disappointed - Joe knows his stuff including stocks for startups and small business rules.

After my mom died, I needed to get CPA help, so I could get an estimate of how much of her estate…read moreto reserve for the next year's taxes. Most places I called didn't want to deal with me (too small potatoes I guess!) or charged too much. After finding Joe Collett (LPC Tax) online, I interviewed him in person, and he seemed a great guy! So I hired him to do the estimate, at a reasonable cost; he also got a reappraisal of mom's property to minimize taxes. The next year I hired him to do the estate taxes; more complicated than I thought, and he did a great and thorough job! Later he even wrote a letter to the IRS to cancel a penalty they had levied, so I got an unexpected refund. I highly recommend Joe Collett, as he is honest, straightforward, and highly competent; everything you want in a tax accountant.

I did not have any experience with doing taxes for the quarterly deadline, but Yan was very helpful…read moreand answered a lot of my questions, helping me through all the steps of the way. If you need help, make sure it isn't right before the deadlines, giving time to prepare what is needed. Will definitely be going back to Yan even if it isn't about the end of year tax deadline. Thank you so much Yan!

I had a bunch of issues with my previous CPA that I had engaged which that left me with little…read moreconfidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client!

Elina is a financial tax planning guru; she is unbelievabley brilliant and hyper detailed.read more

I have not actually worked with Elina, as she was not taking new clients when I reached out…read more However, she took the time to ask a bit about my tax situation, and then followed up by leaving a detailed voicemail for me with three different referrals (2 CPA's and 1 tax preparer) that I could also contact. I really appreciated her help.

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.

My family has worked with Hendershott Wealth Management for more than ten years, and throughout…read morethat time we have consistently received exceptional service. Their team is professional, proactive, and attentive, taking the time to understand our goals and provide thoughtful guidance tailored to our needs. Their expertise and stewardship have helped us achieve the financial outcomes necessary to support both our current lifestyle and our long-term legacy objectives. We greatly value the trusted partnership we have built with Hendershott Wealth Management and recommend their services without reservation.

HWM is my trusted fiduciary financial advisor! They have…read moretaken excellent care of my portfolio, and helped me feel secure in my retirement.

Paul is very knowledgeable about insurance issues and is incredibly helpful and generous with his…read moretime. He returns calls quickly too. I hope to do more business with him in the future.

Paul has helped me so many times over the years. It was at least 15 years ago when I first found…read morehim, possibly more, and I liked him immediately. He gives the kind of personal service that is unusual in the present day. He has helped me with auto insurance, health insurance, and business insurance needs. Paul listens to me and gives helpful advice and solutions that meet my needs and questions, never some generic answers. And he spends plenty of time with me, I never feel rushed. He is a great balance of professional and personal in his work, the kind of service I give to my own clients. I feel more than satisfied every time I interact with Paul. I'm not surprised the other reviews on Yelp echo my own wonderful experiences with Paul. He is clearly one of the best.