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.

Margie is a consummate professional. She recently decluttered and emptied a three unit building in…read moreSan Francisco, making sure that most items were sold, consigned, donated or given away. She and her crew were efficient, on target timewise, reasonably priced. I enjoyed working with Margie and highly recommend her.

Margie is a true asset to have on your team. Patient, professional, ambitious, creative, and…read moreskilled -- there's nothing to regret about this talented financial advisor. Working with Margie is worth your time.

Charles Schwab national is still competitive with other brokerage services, but its employees in…read moreCorte Madera, CA are both "stressed out and completely inefficient and sometimes largely incompetent" both in person and by other communications in the eyes of account holders with approx. $10 million in accounts.

Kind, friendly, efficient and clean space. Look forward to doing long term business with them!read more

I've worked with Jeff over the past year on both my IRA and individual portfolio. He recently…read morehelped me transfer some IRA funds to an insurance company in order to receive increased monthly annuity payments. That took awhile from the consultation and planning period to actual implementation. Jeff did research for me to figure out if this was a good move for my needs. After all the back and forth communication with the insurance company and endless paperwork to fill out, I can say that I'm a happy camper and I received my first annuity check from the company yesterday. We did it Jeff! He is a very patient and personable financial advisor and I cannot recommend anyone better than Jeff. He listens and hears what your specific needs are and goes to work from there. With the aid of computer data analysis and his personal research, he came up with a plan to fit my needs in retirement. I live in San Francisco and he made a special effort to meet at my house along with a Zoom meeting. I'm not tech savvy but he showed me how to prepare and sign documents online. He made things so simple and easy to understand. I can rest easy knowing that Jeff and Terra Blue have my back with financial affairs. For those of you who may question the need for a personal financial advisor I have to say that's it's worth every penny to give Jeff a call.

I know Jeff from Toastmasters, and have heard him speak knowledgeably about personal finance…read more Wanting advice about my own personal finances, I took advantage of the free first session he offers for consultation. He was able to be flexible regarding scheduling a meeting, too, which I appreciated. One thing that sets Jeff apart is how he takes into account the emotions/feelings we have about money into his advice. I really appreciated his help, as we went over my expenses and figured out what I could afford for rent. I appreciated your sound advice, Jeff. Thanks 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

Vanessa is amazing. What more can I say. She's punctual, kind, knows her business and is always…read morewilling to do what it takes to continually add value to our working relationship. If I could give her 10 stars I would. Absolutely a master of her domain. Thanks Vanessa!

I feel it's important to review here because my experience was so different from what others have…read moresaid. Possibly, I'm a really different customer. If you're like me, and live month to month on a tight budget, then read on! Initially, Vanessa seemed motivated to help get me and my husband get on track with our budget, and financial picture. Quickly however, things went wrong when she developed a financial plan based on me working additional hours every week. Oddly, I don't have the option of working additional hours, so it was perplexing, to say the least. Why not go all out, and base a budget on me being the recipient of a multimillion dollar inheritance. Next, Vanessa was supposed to help me consolidate some retirement accounts from previous employers. This fell through, and I ended up using the free Fidelity representative, at my job, to do this for me. Lastly, after confronting Vanessa, she offered to refund less than a quarter of what we spent on her services. We hadn't yet done out mid-year review! Conclusion: Vanessa is very interested in selling insurance policies. If you are interested in buying expensive disability insurance, and want to stack life insurance polices, then Vanessa is for you. She will go on about this ad nauseam. If you need financial planning read Suze Orman, and save your money. Vanessa is not a certified financial planner,

This financial advising service is excellent. No sales pitches, commissions, or hidden fees. It's…read morejust what the name says: Advice Only. The staff is intelligent, knowledgeable, articulate and scrupulously secure, keeping your data private and confidential. If you need to plan for retirement, decide if real estate or the stock market is right for you, or arrange for a comfortable financial future balanced with what you find to be important in life, they can set you up to meet your goals. No agenda other than getting you the advice you need, no judgement, and very reasonably priced. Will pay for itself many times over.

From the owner: Advice Only Financial Advisors provides fiduciary financial planning using the Advice-Only™…read moreMethodology. Clients pay directly for advice—we do not sell financial products, earn commissions, accept referral fees, or charge AUM fees during the planning engagement. The Advice-Only™ Methodology uses structural separation so financial advice is formed independently of implementation-linked incentives. Based in Corte Madera, California, we serve clients locally and nationwide through virtual engagements. We provide comprehensive financial planning, retirement planning, tax planning, investment guidance, insurance analysis, and second opinions through a planning process designed to keep implementation separate from advice formation. Most clients begin with a paid consultation to clarify priorities, evaluate options, and determine the appropriate scope of engagement.

Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.

Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.