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 have worked with Glenda for more than 12 years. She is knowledgeable, patient, and trustworthy…read more She always has her clients' best interests in mind, and she works hard for them. I definitely trust her as my independent financial planner as well as my tax preparer. I don't know why Yelp is reporting her office as closed, because it's not. I was just there.

I went to family tax services for my taxes this year in 2026…read more I have some complicated taxes. I need an enrolled agent, because I owe money to the franchise tax board. Sherrill, he just come back from Hawaii. I had a head cold, and I could certainly understand all about jet lag & and was body adjusting to the time change. The second time I called them about an enrolled agent and spoke to Sherrill, it was clear she was overwhelmed with too much work and did not want to work with me. I don't remember exactly what she said, but was something like yeah I have about 10 of you guys to work with etc. And something that was gonna cost me an extra $250.00 for contacting CA FTB. I owe the California FTB money. It was very clear. She's the only one there very busy doesn't really wanna work. I get it when you are a small business owner and are starting out and you're the only person to do more detailed things. My suggestion is to get more enrolled agents to help clients that came to you before. That's what you guys advertised and you should follow up on it.. poor quality and poor value is what you offer

KYLE YOU ARE RUDE, DISRESPECTFUL AND UNPROFESSIONAL! Blonde…read morelady, first door on right when u go in....lord. she asked if i needed help, i explained announced i was called for info and she said oo the spouse with the missing info actually came in.....like wtf. First I have a name ignorant blonde. Then Kyle....we set up an appointment and when i got there, he already had an appointment and 0 time for me.....i dont know why you made an appointment with me when you already had one then to top it off, i thought if he rolled his eyes more they would roll right out of his head. Not professional. I had to ask him to stop. Then to tell me that MY husband isnt my business. You know what's not someone's business, saying disrespectful comments like that to someone. I mean I'm not a customer and this is how you treat me??

We have been working with Carl Friedemann for the past few months and are very happy. He and his…read morestaff are on top of everything and very very helpful in getting us organized and making sure all of our signatures and paperwork are complete. Carl is easy to work with, friendly and knowledgeable. We were so disorganized financially before we came to Carl, and now we are on top of all our accounts and in a much better place financially. We are feeling so much better about our financial future. Carl is easy to get a hold of and returns his calls in a timely manner. He patiently answers all our questions and never seems rushed or in a hurry to get off the phone. We highly recommend Friedemann & Associates.

Wes and his team are truly amazing. They have helped us for the past 3 years, and we are so glad to…read morework with them. They helped us establish the foundations of our dental practice, and are extremely prompt about responding to all my messages and get me to the right place. They are not just a CPA firm, but they have a lot of things under one roof such as consulting. The practice consultant he works with, Deb is also amazing. She has helped us through everything! Wes put me in touch with the right people to help my practice grow. Wes is also very detailed. We could not be happier with his services.

I cannot say enough good things about everyone at PracticeCFO. Everyone on the team is…read moreprofessional, organized, knowledgeable, helpful and kind. They also respond to emails and phone calls immediately and are always happy to help. They have helped me navigate year to year as a business owner and really went above and beyond this year with all the changes to businesses during the Covid-19 pandemic. PracticeCFO gives me so much peace of mind that my business is in good hands. I am so grateful.

100% satisfied with Carl's service over the last 20 years! Trust him completely. He has grown our…read moreretirement fund extensively and helped my wife and I save for our boys education. Can't say enough!

my husband and I had paid MORE for a fancy financial advisor in La Jolla who didnt perform nearly…read moreas well for us as Carl has. We are retired and have full confidence in a secure financial future with Carl handling our money. We meet twice a year to go over everything and changes are made as needed to maximize the return on our investments. No complaints - the highest recommendation!!!!

We've worked with robert and his firm for the past several years and have been immensely impressed…read morewith his excellent level of service, personnel attentiveness, level of detail, overall results with regards to our tax liability, and for being an All around good human being. We put a good deal of trust into him and his staff as they manage the books for our properties, handles our corporate returns and of course our personal returns. We have had our fair share of CPAs over the years and Robert is by far head and shoulders above anybody we worked with in the past. We wholeheartedly refer and recommend him to all of our clients and friends. If you're looking for the best CPA in San Diego County, call robert; He's the best!

WOW, didn't know that getting my taxes done could be so easy. Roman Martin was very precise and…read morewas able to get me a refund which is such a contrast from the past as I have had to pay every year. I would absolutely recommend their services at Martin and Company.

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Just returned from a Wilsey Asset Management Investment Symposium. We were updated on our stock…read moreholdings. The returns are looking good. But what I really like about WAM is their approach to investing. They look for a reason NOT to invest in a company. And they emphasize the long term strategy to make money-no quick rich sell here. Call for an interview. There's ZERO pressure...or just check out their radio show every Saturday morning at 8.

We have trusted Brent and Chase wi our portfolio for over 7 year, with excellent results!read more

I've worked with Renzo Marsano three times now, and each experience has been outstanding. He first…read morehelped me purchase my home, then guided me through my first refinance, and most recently assisted with my second refinance. Every time, Renzo has been professional, knowledgeable, and incredibly responsive. Renzo takes the time to explain all options clearly, answers questions quickly, and makes what can be a complicated process feel smooth and stress-free. He truly looks out for your best interests and tailors solutions to your specific goals rather than offering a one-size-fits-all approach. The fact that I continue to return to Renzo says it all. I trust him completely and would highly recommend him to anyone looking to purchase or refinance a home.

Decided to finally due a refinance and was dreading the process but Renzo helped make this so…read moresmooth and easy given my busy schedule. We did everything via email and everything was so fast and efficient. Would definitely recommend him he gives a lot of options and breaks it down when you have questions! Thank you so much for all your help making this a smooth process.