Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I meet regularly with my Insight financial planner (always the same person). I am always happy to…read moresee all the financial data, market trends, and potential political disruptions they consider before adjusting my investments. And I appreciate all the guidance they give me on issues such as social security, medicare, required minimum distribution, and tax planning. I feel well taken care of and in competent, knowledgeable hands.

Ameer was efficient, proactive and very informative with the services i needed. Ameer's process…read moremakes it easier on the client in re: to tax service needed and turned a headache into a quick and stress-free solution. Ameer guidance and expertise supported everything i was looking for and more. Ameer made the process very fluid and was able to assist promptly. very responsive and helpful throughout. definitely using Ameer's guidance and services for future tax services/solutions

I liked how Ameer responded to my questions on the same day. He answered tax questions about my new…read morebusiness and explained how he processes returns. I will use his services again.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

You will always have a great experience with the financial services from this financial…read moreestablishment. (SHIELD FINANCIAL) Randy, always acts in the best interest concerning our financial needs. My wife and I have been fortunate to have found Randy about ten years ago. He always communicates with my wife and I clearly and often, always in an easy and friendly manner. Randy is very trustworthy and professional. Randy and his professional staff always answers our emails and questions in a timey manner. His advice on our financial needs are a great help. Randy does have one main concern, If we ever run into a financial situation we should always check with him to make sure we are making the right decision. Randy is not only a true professional he has also became a good friend.

First, I only gain gratification of sharing my experience with others that are looking for a…read moretrusted Fiduciary Advisor. Bottom line, would I go with Shield Financial and Insurance Services again? Definitely! In March 2022 we attended a Shield Financial and Insurance Services Financial Survival Workshop presented by Randy. Every topic on the invitation was presented in an educational way versus a sales pitch like many of the other invitations we attended. No specific investment and/or insurance products were solicited. We were not pressured to make any decision that day. Instead, Randy informed the attendees that they can call him to attend the six 1-hour individual sessions with him to go over further into what he presented today and handed out a card for attendees to select what financial information they would like to discuss with no obligations. We attended the four 1 1/2-hours individual sessions that were presented educationally and informatively, and each session Randy concluded by asking if we were interested in meeting for the next session with. Each session has a purpose: 1. Inventory - Review your situation to determine if Shield Financial and Insurance Services can help you, if so, give you a high-level picture of the direction Randy recommends, and to see if you like that direction. If you want Randy's help, he'll schedule the next 3 meetings. 2. Education - Make sure you understand the mechanics, the rules, the good, the bad, and the ugly of what is being discussed so you can make an informed decision. 3. Creating the plan - Once the plan is to your liking, you'll take the plan home with you so you can let the plan marinade. 4. Adjust the plan - See if you have any changes you'd like to make to the plan. Once you like the plan, then we're ready to implement the plan. In none of the sessions Randy made no sales pitch to come on board, nor did we feel any sales pressure. The sessions were held as he described they "would be educational and informative". Upon the conclusion of the fourth session Randy informed us we did not need to decide that day to become clients, but instead for us to call him. We took several days to discuss our decision with ourselves and did some research on information presented in the sessions. During this time, Randy held true to his words "to call him" and did not desperately call us with a sales pitch like we received from several past presentations. We scheduled a meeting with Randy to review our financial portfolios since Randy was consistent in being a fiduciary vs a financial advisor. What we really liked about the review: 1. Randy never recommended selling one of our existing investments for an investment he offered. So many others went right to "balancing" my portfolio. 2. Randy presented investment options based on the information that we provided him and again with no need to decide right there and then. 3. Randy directly answered our questions and instead of a reply that did not answer the question. 4. Randy informed us that depending on the meeting we have the option of a phone call, video/zoom call, or meeting in person. We decided to "balance" our portfolios and go with Randy as our fiduciary. In July 2024 we received an e-mail from Shield Financial and Insurance Services regarding an investment opportunity before the Federal Reserve announced interest rates became effective. The e-mail included a video of Randy presenting an overview of the investment opportunity. If interested, there was a link to watch the second video that provided detailed information to make an informed decision. We thought this was a great effective and efficient approach in informing all Shield Financial and Insurance Services clients instead of the time-consuming effort of calling each client and repeating the same information. And with this approach all clients were presented with the same information. We decided to invest in this very limited time opportunity due to when the Federal Reserve announced cutting the interest rates. We were very happy and thankful for the effort the Shield Financial and Insurance Services team made in working long days to process our paperwork with the paperwork for those interested clients to be invested in this opportunity. We are happy with our decision to go with the Shield Financial and Insurance Services team because they are professional, friendly, and return calls in a timely manner. If you receive an invitation to attend a Shield Financial and Insurance Services Financial Survival Workshop do not hesitate to accept because they do fill up quickly. The time is well spent. In fact, why wait call Shield Financial and Insurance Services today.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

Amazing Service our representative Aaron Peabody is second to none. Great service and even better…read moreknowledge of the market!! Thank You Aaron and Team you have been amazing!!

Very professional and friendly people. They take enough time to understand your needs and explain…read moreyou in detail about solution. Price may be higher compared to others but they never checked clock when we were discussing on our case. Also they explained that everything is digital & secure. Before Summit, I interviewed few other financial experts but they were affiliated to some insurance company or brokerage. They were ready to do financial analysis for free of cost but I see the conflict of interest. These people are not affiliated to any insurance or brokerage firm. (at least that is what they told me).

I'm so grateful to be working with Selina Chiu at the San Ramon branch of Charles Schwab. She has…read moretaken personal time, both before and after office hours, to carefully think about the best financial strategies for me. Our meetings in her office are always very thorough and focused on my financial needs. I also feel very fortunate to work with her because she speaks Mandarin, which helps me clearly understand what works best for me under her guidance. There is no better advisor for me. Because of her excellence and dedication, I have already referred a couple of friends to her for initial consultations. I truly enjoy working with her and look forward to continuing for many years to come!

I was extremely happy having Gillian Qian help me set up a second family trust account for my…read moredeceased mother. Gillian was very knowlegable about trusts and did a great job in answering all my questions.

Despite having worked with a CPA they hired last year for over 15 years (the reason I went to this…read morefirm) with multiple business and trust accounts, I have had nothing but trouble with my tax returns since. There have been mistakes on my returns which were prepared late, invoicing was a nightmare with scant information as to how fees were determined, claims of past due payment on invoices I never received or saw despite numerous requests for all invoices, and now I am having trouble getting my past tax returns in a form I can review/open to send to my new accounting firm so they can prepare for my 2021 return. It's as though they never knew who I was or the accounts I had with them.

I was in communication with a Wonson regarding tax return preparation. However, I found the price…read more$5k much higher than others. In order to find out more about how their process was, I investigated and was told this " The returns are prepared by a staff..." She refused to answer the question that all work is actually done in the USA. What it appears to me is that asking about their qualifications, they feel they are above that and act in very unprofessional ways. I would not recommend this firm as it is much better that an experienced tax professional actually do your own work instead of having it farmed out to someone on staff (with who knows what tax experience). I'll be going elsewhere. I wouldn't ever recommend this firm.

These guys are simply the best. My wife and I worked through several other wealth management…read moreproviders before finding a home here with Jeremy and the Conversant Wealth Management team. We haven't regretted it and we haven't looked back! Jeremy always ensures that we are valued clients, he keeps us up-to-date with established quarterlycheck-ins, but is always available at any time whenever we have questions or are requesting his guidance. They use all of the most advanced wealth management tools that provide us the ultimate visibility into how we are performing, allowing us to stay on track with our goals and make adjustments in real-time. Highly suggest Conversant for your wealth management needs!

We have used Jeremy as our financial advisor for over 20 years. Cannot say enough good things…read moreabout him and Conversant Wealth Management. We can't imagine where we would be without him. You will be in the best hands with Conversant.