Although I am not reviewing as a client, I am leaving this review as a future client of Root…read moreFinancial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have "the algorithm" direct me to Root with James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review... I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor... But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though I'm not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari!

The team at Root Financial Partners are impressively knowledgeable. James has a way of making…read moreeverything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team.

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.

Darren, Maria and Jessica are great. They have been helping me with my taxes for years. They are…read moreresponsive, knowledgeable and professional. I recommend !

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

I was using turbotax and eventually it just got to be to much or not worth the money to bother…read more Started looking between H&R Block, turbo tax, Jaxon Hewitt it was to expensive. Eventually got recommended Dean Ferraro he even got good reviews on yelp. I contacted Dean, he was very nice, professional and fast. I like that everything was electronic so I didn't have to leave my house. All done by pictures and electronic signing. He went above and beyond even called me on my birthday and wanted to check in. This review is long over due. Best tax guy you will ever have. Cheaper than the big companies and others.

The IRS came after me saying I owed them more money on a cancelled debt...not a great day when I…read moregot that letter in the mail. Dean at Authoritax looked into it for me, spoke to the IRS audit department directly and resolved everything really quickly. To my relief, I saved about $2000 and the IRS admitted they made a mistake. The word "audit" can be one of the scariest and most stressful situations in adult life, and thankfully, there are good people out there that know what they're doing and will help taxpayers like myself fight back with fair representation. My advice, don't go it alone against the IRS and leave taxes to the professionals.

Annette is a true pro at what she does and it reflects in her approach to her clients. She gives…read moregreat advice, looks out for her clients and I appreciate her candor and knowledge.

Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.

I've just completed tax year number 2 with My Books and Taxes and intend to return next year…read more Company staff communicates quickly, keeping tax return prep moving along. Karla, Karlie, Cristina, and Luz have worked hard to earn our business, and we've recommended them to friends as a trusted service provider.

This is an excellent way to get your taxes done. They are responsive and reasonable and…read morepainstaking. It is all "virtual" with a zoom meeting to start you off. They have a "secure" portal for you to upload your documents to.

Scott and Jen are organized and smart. They explain complex things in a simple way and always…read moremanage to instill confidence in me. I'm super nervous about paying for college and retirement, but every time I talk to them I walk away feeling like I can do this. I trust them completely- they are always there when I want to talk, and they even proactively reach out to talk with me. Can not recommend them more highly!! 6- star service!

Scott is a true partner when it comes to helping my family and I plan for the future. We recently…read morehad a daughter and Scott was amazing at discussing what our goals are for her especially considering the fact that both my wife and I work in incredibly fast-paced start ups. On top being a partner, he is dedicated to his craft and takes every question seriously and responds with detailed answers. He has helped us set up a clear roadmap that gives my wife and I peace of mind. I HIGHLY recommend working with him and his team.

Literally the kindest, most helpful people. Went in to get a replacement license plate, they helped…read moreme get new plates, new tags, and pay for my registration online all in like 30 minutes? no appointment just walked in at 4:00 on a Wednesday. Would have taken me 3 hours at the DMV (i checked the wait time) and next appointment was after the weekend. lovely lovely people, worked out so well.

From the owner: Vehicle Registration Services Auto & Home Insurance…read moreTax Preparation Services Money Transfer Services Airline Ticket Sales Fax Service Email Service Passport Photo Service Consultation Service Registro de Vehiculos Seguros de Auto y Casa Preparacion de Impuestos Envios de Dinero Boletos de Avion Fax, Correo elctronico, fotos de pasaporte Consultoria

Just an update- Amanda Pecot has moved to the Tax and Financial Group and I have happily followed…read moreher there. The new office location is much more convenient for me. When Amanda left, I was disappointed how Guide My Finances handled the transition. My friends and I who all used Amanda were assigned to different, seemingly random advisors via email- not even worth a phone call. The new advisor (Jackie) never bothered to reach out.

Jackie has been a game-changer for our finances, tax strategy and even real estate investing. She…read moreis an expert in all three and has a unique way of communicating that makes the tech aspects of what she does approachable and understandable. I cannot recommend this company enough for all forms of financial advice!

This rating applies only to Michael Juarez, the Branch Manager at this U.S. Bank location. Michael…read morewent above and beyond the call of duty to guide his inept Corporate credit card department, over a THREE HOUR visit of mine, to simply effect a "balance transfer." He was fighting for his customer the whole way through, and got the job done! Kudos to him! Including this ludicrous 3 hour visit, I spent a total of SIX hours on this and was forced to speak to over TWENTY (20!) different people who were ill-trained and lacked basic communication skills. I was unceremoniously dropped at least FOUR times in this bizarre trip to the Twilight Zone! And, I've been a customer of U.S. Bank for over 14 years! They need Six-Sigma help badly there. These people treated their own senior Branch Manager with 22 years of experience at the bank like he was a toad who just wandered into the Branch Manager's office! Thanks to Michael, we finally got the job done!

Literally the worst branch!! Do not come here! The staff are like baristas who not only don't want…read moreto serve you coffee but don't know how to even brew it never coming here again. Management get it together!