We've been clients for almost 10 years and have worked with most of the firm as they've grown…read more Tessara (fka Ballast point financial planning) has been instrumental in guiding us as our income and net worth has climbed. Shawn has also been a trusted resource for referrals to other services we have hired in the Bay Area and we're so appreciative of him. Most recently, Vidalia is our lead planner and she is fantastic! She is knowledgeable, responsive and personable. I admire how she handles my questions in such a calm and composed way which I know can be challenging sometimes since I handle clients in my own career. We've "graduated" now that we have a stable financial plan but will have no hesitation becoming clients again if our planning needs change in the future.

Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly…read morethorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will absolutely be using in the future to track our assets. Very grateful for Shawn and BPFP!

When I left the corporate world and started doing contract work on my own I wanted someone to help…read moreme grow my retirement plan. A friend recommended Dave Magnuson and I haven't looked back. Dave is incredibly smart, knowledgeable and very easy to work with. He took the time to get to know me, my longterm goals and what I was comfortable with. He is great with communication and lays out options in a way that you understand but also feel empowered as you gain more knowledge of your financial health. After seeing my retirement portfolio grow we have now added financial planning for our children. We feel so secure with Dave handling all of our family's needs. Last summer my mom retired and back we went to Dave to make sure she was making the best decisions for her life during retirement and that she would have a comfortable financial future. My mom feels very stable in the decisions they made together and so appreciates the comfort level she felt with Dave during a huge life change.

David is exactly what I was looking for - an extremely bright guy (Stanford grad, Georgetown law)…read morewho can advise on and manage all of my financial needs. Not only can he manage IRA and other retirement accounts, he can advise on employer's 401k investment options (even though he can't manage them directly) and he can take care of estate planning and other family-related legal needs. He's super friendly and easy to talk to - not pushy or salesy, and very patient with questions. He makes complicated investment concepts easy to understand, and backs up his strategy with decades of data.

This is a great company. Love their customer service at the Montgomery branch. Alex and Evan were…read morebig help. Especially Alex he was so patient with me and he helped me set up my HSA account. Thanks Alex!!!

Very good service, great cd rates and very good follow up. Always get someone local or at least in…read morethe United States. They make every effort to solve any problem you may have.refreshing that they do not out source to foreign countries

This company was selected to use 401k rollover (not my choice). It was some questions on…read moretransaction, but they don't answer. They replied sending check to me was their job and not verify if the check has deposited or withdrawn.

This company does not care about the service they give to their customers. Always putting others to…read moreblame - even their customers - before admitting their mistakes (or should i say they just don't that). The rep on the phone demonstrates the company assumes no responsibility for their mistakes. I'm so gald our company changed to another Flex company.

I and my husband have been using Rydge Tax service for many years, they used to be called another…read morecompany's name. And last year or the year before, they merged with Rydge Tax service in Pleasanton. Working with Jose C. and Irene P. is wonderful. They are very knowledgeable tax return accountant and very fast response to your email and questions. Highly recommend them.

I could not be happier with the service and expertise that Jose Campos provides.  He is very…read moreknowledgeable in tax law and will take the time to explain your options.   Jose is very responsive and organized.  He will focus on your current needs and furthermore explain future planning to help you and your family.  This is why I choose to work with Jose. Give him a call. You will not be disappointed!

1. Gave me some outrageous quotes. 2. When I told him about…read moremy other quotes he told me they must not include such and such. He was wrong about that and he had not seen my other quotes. How did he make that assessment? Only an attempt to justify the ridiculous quote. 3. The worst part and why I'm writing this review is that now I'm getting a ton of spam from farmers insurance in the mail. I did not ask them to send me these letters. They are often the same exact letter sent 3 times wasting paper and filling my mailbox. Overall, my recommendation is to shop around and don't trust what they tell you.

Roger and team are my go-to insurance providers. I have all my insurance policies through them…read more(home, car, umbrella, etc.) - I am also a realtor and I regularly refer my clients to them. Roger is very professional, an excellent communicator, and he truly looks out for his clients best interests. Roger's prices are competitive but most importantly Farmer's is a large company and pays out it's claims (at least in my past experience for an investment property in Arizona I had). Roger and his team are very organized and respond very quickly to all my requests. I have found my insurance agent for life and I highly recommend him to anyone who is in the market for insurance services.

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.

Jeff Weber is the best financial advisor we've EVER worked with…read more He's not only exceptionally knowledgeable but also kind and considerate of what your needs are. He cares immensely for you and your finances. My husband and I love what Jeff has done for us so far and we look forward to meeting with him and chatting about our future plans. We have been with him for years and trust him and his decisions. Jeff also assists in any financial issues we have at the present moment and does so with the utmost professionalism. He loves what he does and it shows. You want a financial advisor who loves his job. I highly recommend Jeff to my friends and family and now to you, too! No one else compares to him!!

My wife and I have worked with Jeff for more than 15 years, and he's been a truly wonderful…read moreadvisor. Jeff helped us get organized well before we retired and his guidance through retirement made the process a lot less stressful. Since then, he's managed our investments, reviewed our tax return each year, and even introduced us to an attorney who helped set up our trust. What we appreciate most is that Jeff always takes the time to explain things in plain English. He's honest, easy to talk to, and genuinely cares about his clients( we feel like Family). It's very comforting knowing our finances are looked after by someone who truly cares about his clients. Robert L

Paul Delzio of Edward Jones in San Carlos, helped me update my 401K, and he took great care of me…read moreand my concerns over part of the settlement from my divorce. What love about Paul is his attention to detail, his knowledge, and his approachability. Paul is easy to reach when I need to get a hold of him, and he keeps me updated about things I need to know. I do a lot of business in San Carlos and I love being able to pop into his office just to say Hi or with a quick question when I need to. I recommend Paul to all my friends, and especially to my clients.

Wait. Why would I want to tell you why I like my advisor? It's competitive enough in this area with…read morethe what have you's & young rich & tech famous. So there. I'm liking my advisor. 'Nuff said. Now go somewhere else, 'kay?

Wilson and his team at OWN made a stressful process feel easy. They were professional, kind, and…read moreknowledgeable from start to finish. From the first meeting I was impressed with Wilson's thoughtful approach, which was clearly driven by a strong mix of market data and years of industry experience. They far surpassed my expectations, and I would highly recommend Wilson and his team to anyone looking to buy or sell in the Bay Area. Also a big shoutout to Priscilla and Michele, who helped throughout the process and were amazing as well!

I think a 4 1/2 star review would have been more appropriate so I would rate OWN very good. We…read moreengaged Wilson and his team at OWN to sell our home in Millbrae. We interviewed three realtors and we selected Wilson because we agreed with his vision as to how to prepare our home for sale and his assessment of current market conditions. We were very pleased with the decision as we found out that Wilson has a strong team to support the preparation and sales process. A project plan was developed months in advance and for the most part all deadlines were achieved. Luis (contractor) and Priscilia (coordinator) prepared the house for sale on time and on budget. The staging firm did a great job in presenting our home. When necessary Wilson was alway available to answer our questions. The Open Houses took place as we planned months in advance and we were given an update at the end of each weekend. When offers came in Wilson and Cathy (Experttcs) helped us navigate through the negotiation process until we accepted a bid that met our target. We were then introduced to Michele (Director of Ops) and Aldolfo (escrow officer of WFG Title Co.) to guide us through the closing process. Their assistance made the paperwork burden as painless as possible. We were happy with the entire process and impressed with how the Own Team worked together to get the job done. We deducted a 1/2 star because the lateral sewer work mandated by the city was delayed for weeks because the plumber that OWN uses was not available. This caused a delay in closing. My recommendation to OWN is to expand the list of plumbers the company can use. Also, we were assigned an original coordinator with whom we did all the pre-planning. However, when execution time arrived we discovered she left the company. Thankfully Priscilia stepped in and everything worked out fine.