I recently moved all my investments to Pesta & Pesta. They have a team which asks detailed…read morequestions about people's goals then proposes a portfolio based on answers to their questions. They follow up with a meeting to discuss, if needed. I had proposed a small change and provided a rationale. They made it happen. They are very client focused. Also, being independent, as contrasted to one of the major investment advisory firms, they take a more personalized approach with limited bureaucratic stuff. I've found them extremely responsive to my questions. I'm 3 months in as of now, and all my questions have been answered within the same day in which I send them. They are happy to explain how things work, and why the portfolio is optimal for me, and even run probability numbers to show likely scenarios years down the road. Very easy to work with.

From the owner: Founded in 1970, Pesta & Pesta Wealth Management serves clients through holistic financial…read moreplanning, disciplined investment strategies, and proactive personal service. Pesta & Pesta Wealth Management was founded by John and Emily Pesta. Jeff Pesta, the second oldest of John and Emily’s six children, took an active interest in his parents’ tax and financial planning business at an early age. Jeff bought the family business from John and Emily when they retired. Today, Jeff’s son Derek, is the current owner after purchasing it when Jeff retired. Derek earned his M.B.A. from Pepperdine University and is a certified financial planner professional. Pesta & Pesta Wealth Management is proud to have been serving its clients with personal attention for three generations.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

UGH what a total [insert bad word here]…read more As part of my job, I have to call to verify a couple of information regarding a loan. When I called Qing to verify with her some info she had sent to one of our mutual client to pass onto us, she freaking screams back at me over the phone saying "It's your job you figure it out! I don't have time for this nonsense! You're suppose to do all this! Go call the client and ask him the details!" Um.. isn't that what the client is paying YOU to do? bottom line is.. she's rude, disrespectful, and hard to deal with even over the phone. oh and the kicker is, after screaming at me over the phone for a good 10 minutes she had the audacity to tell me she needs the forms completed by me IMMEDIATELY! then hung up on me! needless to say, I waited til the end of the day to complete that one just to piss her off a little.

Qing at QC Financial got me reasonably good deals twice in the past. She was quick, effective, and…read moreno-nonsense. But the most recent time I tried working with her was a disaster. The trouble started when she offered me a rate I thought was uncompetitive. I explained my reasoning -- the rate was above market average while I have stellar credit and substantial equity -- and asked her to improve it. She refused and turned hostile. She told me I was a bad customer, that I treated her with disrespect, that she was only helping me as a favor, etc. She continued being rude and condescending in all subsequent conversations I had with her. When I told her this attitude was unprofessional and unacceptable, she redoubled her verbal abuse. I "fired" her on the spot and will never work with her or refer friends to her again.

Amy and her colleagues have been helping me with financial reporting, book keeping and tax…read morereporting in the past several years. So far so good. I feel grateful to have their help.

Amy has been my CPA for 3+ years and I am very happy with her services. She is efficient,…read moreattentive, helpful, and accurate. I am self-employed. Amy not only prepares my tax returns and takes care of my books efficiently, but also gives me constructive suggestions on tax saving plans. She also helped me responded to the IRS notices, and abated the assessment successfully. Her prices are appropriate and fair. I would recommend her to anyone who is looking for a professional, knowledgeable and honest CPA.

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.

Qing Qiu == Less Interest…read more Qing took care of our second refinance that just closed as promised. She delivered an amazingly low interest rate for our 30-year fixed loan. Wells Fargo, Citibank, Bank of America, and a different loan broker all wanted at lest 0.375% more interest and some with fees on top. Qing delivered this better rate with zero costs/fees -- as in this was a totally free refi for us. Now these savings come at a cost. In order to give these good deals, Qing has many loans going on at the same time. She doesn't have time to hold everyone's hand. For this reason she is terse and you have to trust that she will deliver what she verbally promised. My brother is now refinancing with Qing to take advantage of the better deal she offers.

So I got Qing Qiu's number from a coworker and contacted her regarding a refinance. At the very…read moreonset she was EXTREMELY RUDE and had a nasty attitude. She has ZERO communication skills and I would recommend her to NOBODY!! I thought I would give her the benefit of the doubt, so I decided to look up her other reviews. They are exactly like mine. See for yourself! Stay away!!! http://www.anpedia.com/business/0122379556-Qiu-Qing-Q-C-Financial-Cupertino-CA.html

Albert was referred to me by a relative that Albert has helped with many loans and refinances…read more Working with Albert and his team was a breeze - Albert was always on top of escrow, the lender, the appraiser, and all the parties in the purchase transaction. Albert is a true professional, efficient, and dedicated; with his expertise and at his suggestion, we were able to lock rates at a low. However, Albert never pushed us to choose one path or the other; he always gave us all the information we needed to make an informed and educated decision. As a realtor, I have worked with many loan brokers and Albert stands heads above the rest.

Albert and his team has provided the outstanding service for my refinance need…read more His diligence and thoroughness was above and beyond what I was expecting. To initiate the process, Albert went over all options with me and presented the math in detail for every option. He walked through every step with me along the process and answered all the questions that popped in my mind. His attentiveness has helped us to lock on the competitive rate and close the escrow promptly. I will recommend Albert and his team to anyone who is looking for mortgage/refinance services.

Fidelity Investments in Sunnyvale, CA has provided me excellent customer service and advice and…read morecontinues to help me. Ian Bushell helped my husband and me change the registrations on our many accounts. Priya is my fiduciary financial advisor who has provided me helpful financial investing advice and continues to do so. I have also had the pleasure of being helped by Fidelity associates Ken, Tim, and Brendan. All the Sunnyvale Fidelity employees are welcoming, pleasant and helpful to work with!

I've had a pension coming and have been given the run around for 7 months from the one in Kentucky…read more They keep saying they sent documents by mail or e-mail....never got them, and when I did get a few from e-mail it was too late and they had to start over. I would never go thru these people for anything!

I would give this place ZERO stars if I could. I came here as a young adult trying to get serious…read moreabout my finances and instead wasted my time. I asked clear, specific questions about a Roth IRA and the staff member couldn't answer them. I had to repeat myself multiple times just to get a straight response, and even then, nothing was helpful. The meeting dragged on until I finally cut it short myself. Only once she realized why I was there did she rattle off a 30-second explanation and then tell me I'd have to figure it out on my own. Completely unprofessional and dismissive. I walked out unsatisfied, frustrated, and honestly shocked at how little effort or knowledge was shown. Do yourself a favor--skip this branch entirely and take your business somewhere that actually values and helps its customers.

Family use this investment service . Friendly and knowledgeable staff . Lots of parking and coffee…read morebar in lobby

If you are looking for top-tier tax planning and preparation, Roslyn and her team are absolutely…read morephenomenal. I came to them with a pretty overwhelming and highly complex tax situation that required digging through multiple years of past transcripts. Roslyn didn't just handle it; she completely took the stress out of the process. She was incredibly thorough--catching missing documents, identifying potential deductions I would have never known about, and actually taking the time to outline a solid tax strategy for my future filings. What truly makes Roslyn different from other CPAs I've encountered is her patience. She has this amazing ability to take complicated tax jargon and break it down so it actually makes sense. Her experience and track record speak for themselves, but it's her personable approach to getting the work done that makes her the best in the industry. I couldn't be happier with the results and highly recommend her to anyone!

I've been going to Roslyn Blackwell for about 10 years now, and I honestly wouldn't trust anyone…read moreelse with my taxes. She has always made the entire process simple, clear, and stress free. Taxes can be overwhelming, but Roslyn has a way of explaining everything so it actually makes sense. She is always friendly, polite, and extremely knowledgeable. You can tell she truly cares about her clients and takes pride in what she does. Every year she is consistent, professional, and efficient, and I always leave feeling confident that everything was handled properly. It's rare to find someone this reliable and easy to work with. I'm very grateful to have found her, and I will continue coming to Roslyn for many years to come. I highly recommend her to anyone looking for someone trustworthy and excellent at what they do.