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

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've known Amie for years as a performer, and after discovering they were also a professional…read morefinancial adviser, I jumped at the chance to meet with them. I've worked the last 15 years as a professional freelance musician and teaching artist, and had never met with a financial adviser, so I came in quite nervous, though eager to learn. Within minutes of our first session, she laid out some excellent core tenets for me to follow, assessed my financial situation, was realistic and transparent, suggested several easy steps for me to start. She did all this while being supportive and encouraging - allowing me space to drop any guilt or shame for having "started late" on things like building retirement savings and investments. She was professional, knowledgeable, kind, and followed up immediately with a write-up with action items for me. Needless to say, I feel infinitely more confident and clear on next steps, and I'm excited to continue working with her. Do yourself a favor and hire Amie for a financial planning meeting! It's one of the most important steps I took in adulthood and you won't be sorry.

My wife and I engaged Amie for financial planning help to get a sense of how far we are from…read moreretirement. We found her super nice to work with, but we also ended up feeling that the service she provided was too simple for our needs. I think the level of detail in her planning would be appropriate for someone who is new to the basics of financial planning, and could be the right choice for clients who might get overwhelmed by too many details. But we ended up not feeling confident in some of her advice because we wanted to get at the underlying details. Here is an example. Aime provided us with a financial calculator to predict whether our portfolio was sufficient to generate sufficient income for retirement. This calculator was based on a single predicted rate of return in the market. We have since learned that such calculators ignore a significant factor, called "Sequence of Return Risk", which are accounted for by other calculators. When I brought this up with Amie, she said she had no objection to us using other calculators, so long as we didn't get overwhelmed. There were a couple of other examples where we would have appreciated more detail. For example, she recommended a 100%/0% stock/bond allocation. Since this is substantially different from typical advice, it would have been nice to hear more justification than she provided. Anyway, I ended up feeling that Amie is a great resource for beginners to get their finances in order. But for people further along, where there are significant risks to making mistakes, the simplicity of her approach may be insufficient.

I met with Benjamin because I had a specific tax planning question and was exploring the idea of…read moreworking with an advisor. He took the time to ask questions and understand my situation and my needs He basically said "you don't need me, but go talk to my accountant." No sales pitch, just straightforward advice. None of that gut feeling you get when someone is trying to sell you something that you don't understand or don't think you need but you go along with anyway because they're the "expert." Benjamin will be my first call whenever I do need a financial planner.

Seriously, it is time to fire your financial advisor if they are charging a percentage of your…read moreassets. You deserve a fiduciary who is focused on your needs, not their ongoing cut. I started working with Benjamin after a major life setback and felt completely lost. He grabbed my hand and helped me take the financial steps I needed to regain control of my future. He is kind, compassionate, and truly encouraging. He helped me make important adjustments to my finances that I should have made years ago. What I appreciate most is that he does not overcomplicate things to make you feel dependent on him. His goal is to educate his clients so they can take the reins themselves.

Mary is a thorough and detail oriented accountant. I've been her client for about 4 years and I…read morealways feel like I'm in the best hands. She helped me navigate the confusing financial and tax things that happens after a parent passes away, including the final tax return and how to ensure things were organized and filed correctly. Mary is also direct, to the point, and available and super responsive when I needed her. I am planning to be her client for a very long time!

Mary has prepared my tax returns for the last three years. I am so glad to have switched to…read moresomebody I can rely on to answer my questions, who responds quickly and freely offers her encyclopedic knowledge. She is so efficient, and I have absolute confidence in her.

Had a call with Ashley and found him to be extremely rude. He simply wasted my time and had no idea…read morewhat he was talking about. Found him to be very unprofessional and don't even think what business he is running, what kind of services he is offering and the kind of clients he is after.

I highly recommend Ashley from Arete Wealth Strategists…read more http://arete-ws.com/ HE IS HONEST AND CARES ABOUT YOUR INTEREST OVER HIS FEE What I like most about Ashley is his philosophy of prioritizing his client's interest over his. For example, I am aware that at times he has given advice to hold a portion of an investment in cash. In situations where there is a financial assessment that the market is over-valued and waiting for a an adjustment before making a strategic move, it could be very important to have some cash available to make the move. AND most financial advisers would NEVER make that suggestion because they do not earn any money on fund that you hold in cash. Most financial advisers would have you put ALL of your money in Anything so they could get a percentage / fee. HE HAS CREATIVE WELL THOUGHT OUT STRATEGIC INVESTMENT IDEAS Ask him about his strategic way of weeding out lower performing stocks in developing the the equivalent of a diversified fund representative of the market. Instead of trying to "pick winners" which is really impossible unless you have inside information, he has a creative strategy of weeding out low-performers in an overall market. HE IS GREAT AT TAKING A LOOK AT YOUR OVERALL FINANCIAL PICTURE After you go over your overall financial situation with him, some strategies that can save you a lot of money or minimize a lot of downside risk will be pointed out. He takes into consideration tons of factors, age, stage in life, family, health, underinsurance risk, and a whole plethora of things that maximize your financial health. And he'll be polite and tactful, but he'll not pull any punches in pointing out potential areas for change. I'm impressed with Ashley. And ask him for a consult and I'm sure that you will be too!

If you're looking for an advisor, and considering making contact with Alison... make the call…read more You're going to find a completely approachable and transparent professional, and there's no reason not to explore working together. A good advisor knows how to dig beneath the money and numbers talk into the emotional realm to connect their advice to your goals and what they represent for your well-being. To do this effectively, the advisor needs to care genuinely for the people they are working with. You will understand when working with Alison that she cares - it's so obvious. Her ability to simplify complex financial concepts and provide straightforward advice is truly impressive. She has a smart approach that inspires confidence and trust, making the entire process smooth and stress-free. She makes working with her feel easy and intuitive. Highly recommended for anyone seeking a blend of expertise and personal touch in their financial advisor!

I have worked with Alison over the years on her website and branding, and more recently as a…read moreportrait photography subject. She is a pleasure to work with because she is patient and human, treating work as a relationship and not just a transaction. After including her in my Women in Finance portrait project and speaking with her more in depth about her work, it is clear to me that she really cares about her clients and their best interests-- exactly what is needed in a financial adviser.

I highly recommend Sean Burgess' financial planning services. I chose Sean because of his…read moreaffordable, one-hour consultation session offering. I wasn't looking to spend thousands of dollars to have a financial advisor provide ongoing money management services. I really just wanted an expert to look at my situation in detail and provide advice that I could execute on myself. That's exactly what I got, and it was an incredibly valuable hour for me. Going into our session, I felt overwhelmed and without a plan for achieving my short and long term financial goals. Sean examined my situation (via a detailed questionnaire he had me complete in advance of our meeting) and provided, in a kind and straight-forward manner, both high-level perspective and clear guidance on specific actions to take. The greatest benefit of my meeting with Sean was that I came away with a much-increased clarity of my financial picture, which improved my sense of control and reduced my stress. I wouldn't hesitate to consult him again in the future when the need arises.

It has been several years since I went to see Sean so please keep that in mind but I just came…read moreacross his Yelp profile and realized I should add a review as meeting with him has stuck with me since then. I went to see him originally as I was searching for a financial planner that would really dig into my specific situation and help me "tune" my finances. At that time I had a general idea of finances, more than most people but less than some. I had read up on compound interest, opportunity costs... blah blah... and I had been saving about 50% of my paycheck and maxing out my 401k for decades. I've also tracked my spending in Quicken for about 20 years so I have an amazingly detailed view on exactly where all my money goes. With all this data, I was looking for a partner to put things over the finish line as I wrapped up my last few years of working. So now was the time that I needed another set of eyes on my finances to put an exit plan together and double check my math. It turns out that Sean isn't the person for this type of work. Although a SUPER nice guy with a passion for helping others, his advice from our one meeting was just the very basic fundamentals of financial planning. For example, for retirement he recommended that a person have X percentage of their current salary saved for a certain number of years. This is a common boiler plate idea that is a good starting point for thinking about finances. Unfortunately, this didn't fit my goal of seeing him as I wanted to "tune" my finances, not just keep sacking away as much as possible and use an off the shelf formula to determine success. I was willing to pay for personal advice but what he offered wasn't helpful or tailored to me in any way. I pointed out that this calculation doesn't apply to me because half of my salary as well as my max 401k match shouldn't be calculated into what I need to save for retirement. Will I keep saving 50% of my income during retirement? Of course not. When I pressed him on this, he didn't seem to have an answer. There were many more examples like this where he used a very basic spreadsheet to determine net retirement needed, current savings rates... which, for the right client, would be a great place to start. I do see that some people will get real value from working with Sean because they might not understand these concepts. What I am thankful to Sean for is that he inspired me to take matters into my own hands and dig deep into this project myself so I was able to retire at 50. This wouldn't have happened if I stuck with Sean. All of the resources that Sean brings to the discussion can easily be found for free on most any 101 planning website. But, if you want someone to walk you through these new concepts, Sean is easy to talk to and pleasant to be around. I would also plan on moving on from him fairly quickly as you will be doing yourself a disservice to stick with the basics that he provides for very long. Lastly, I would echo Daniel F's review almost verbatim.

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.

Samantha has been managing my family's portfolio since 2018. This has been one of the best…read moredecisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our financial portfolios, where she has guided us on salary contributions to different pots (retirement accounts, college savings accounts for our kids, and stocks), she advises us on life insurance and linked us with colleagues to help with our taxes and living will. We couldn't be happier with our decision to work with Samantha and hope this can be a life-long partnership - she is very talented and astute with markets and really has our back with every decision.

I have been a client of Samantha for many years now. She is amazing. I cannot imagine working with…read moreanyone else. She is highly knowledgeable. I can vouch for every 5 star reviews. Thank you Samantha.