I asked Kara and several other tax advisors for help regarding a potential investment. I was not…read moreaware that the tax rules are very simple. While several other advisors wanted to charge a lot of money for an hour of consultation, Kara provided all the information for free. I appreciate Kara's honesty and would be interested in working with her in the future.

From the owner: Dille & Koo, LLP (D&K) is a CPA firm that specializes in outsourced CFO work for businesses, HNW…read moreclients, family offices and nonprofits. --Firms We work with businesses that need outsourced CFOs to develop and maintain systems and operations with proper controls, integrity, timely reporting and transparency. --Families & Individuals We work with family offices and HNW individuals to assist with family office set-up, maintenance, assistance, special projects, tax, estate planning, reporting and more. --Nonprofits We are honored to specialize in nonprofits that need help setting-up controls, systems, reporting and transparency to effectively manage nonprofits in a cost effective manner.

I've been a client of Michelle's for YEARS, and she has seen me through some tough times, most…read morenotably the financial meltdown a few years ago. I can contact her with a question or concern regarding my finances, and get a carefully considered response by the next day, if not within the next hour. She treats her clients like family, and does whatever is necessary to execute our investment plans -- several times she has set up three-way conference calls with Fidelity in order to adjust my 401(k) options. She has been invaluable; I will be at a loss if she retires before I do!

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!

Five Stars for Scott!…read more I came to Scott with zero experience in money management, and he has been nothing short of amazing. From day one, he was incredibly kind, patient, and genuinely invested in helping me understand my financial options. He never made me feel overwhelmed or embarrassed for asking basic questions -- instead, he explained everything clearly and made the process surprisingly enjoyable. Thanks to his guidance, I'm not only more confident about managing my finances, but I've also already seen great results. Scott has helped me make smart, informed decisions that have actually made me money, and I'm so grateful for his support. If you're looking for someone trustworthy, knowledgeable, and truly dedicated to your financial success, I can't recommend Scott enough. He's the real deal!

Robin Patin is very tuned into the existing market in light of all the recent economic turmoil and…read moreknowledgeable about what investment and retirement options make sense for small business owners to help them and their employees save for retirement. Robin looks for the easiest and most cost effective solutions for her clients. I appreciated her honesty and candor when explaining whether or not an option will work or if there is an easier and cheaper solution to resolve the issue. She can provide comprehensive and holistic financial planning that includes gathering and presenting options around savings, insurance, retirement, business structures, taxes and providing valuable advice and insight that integrates all of these areas together. I wholeheartedly refer Robin to all my friends and colleagues who need help making important financial planning decisions. --David Kersten, Small Business Owner, Wide Angle Media (www.davidmkersten.com)

Robin has been great as my financial advisor. I've not been the best with money, and I'll be…read morecompletely honest about that. It's been comforting to work with her to build out a plan towards retirement. Edward Jones has a good structure in place, so I have to check in with her at certain times to review and get updates. I've also had some hard times recently. Robin was able to work with me in those situations, and that's great because it's wonderful to be able to rely on yourself when you can. A perk is when I call I get a real person and not some automated and annoying phone line. With those systems, by the time you get to a person, you're just exhausted. With Robin, I get her or her assistant. Phone trees are annoying and money can be stressful. I prefer this personal touch. I highly recommend her.

TOTAL FRAUDS!!! I have not received a fucking dime of my settlement not a fucking dime. These…read morepeople are so fucking corrupt they steal everyone's money fuck this company. I'm reporting them to the county presiding judge for their failure to do anything correct!! this has been going on for 10 fucking years and I haven't got a single fucking penny. !!! The judge did a contempt of court order on them and they still haven't provided my money!!

They don't return phone calls, they don't have real people answering the phones. I've left at least…read more12 messages on both their phone numbers and nothing for weeks! Horrible customer service

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.

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

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.