Annette is a true pro at what she does and it reflects in her approach to her clients. She gives…read moregreat advice, looks out for her clients and I appreciate her candor and knowledge.

Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.

Darren, Maria and Jessica are great. They have been helping me with my taxes for years. They are…read moreresponsive, knowledgeable and professional. I recommend !

Just an update- Amanda Pecot has moved to the Tax and Financial Group and I have happily followed…read moreher there. The new office location is much more convenient for me. When Amanda left, I was disappointed how Guide My Finances handled the transition. My friends and I who all used Amanda were assigned to different, seemingly random advisors via email- not even worth a phone call. The new advisor (Jackie) never bothered to reach out.

Jackie has been a game-changer for our finances, tax strategy and even real estate investing. She…read moreis an expert in all three and has a unique way of communicating that makes the tech aspects of what she does approachable and understandable. I cannot recommend this company enough for all forms of financial advice!

Laurie's insights appear to have netted me $100k more in my amicable divorce settlement as we head…read moreinto mediation drafting. Laurie also helped check our spreadsheets for typos etc. The attorney who initially recommended Laurie had said that Laurie caught things for others that other professionals had missed. Laurie made very efficient and strategic use of our time together. Her insights were tremendously valuable.

My girlfriend gave me a book by Laurie Itkin when she heard that I was about to go through a…read moredivorce. The book had been sitting on my desk for a while, then in one week's time I had two separate female friends tell me the story of their divorce and how the wife just wanted peace and to not deal with the money and left it to the husband allowing him to direct and narrate the financial outcome. To be honest, that's what I wanted to do... I wanted to trust that my husband would be fair and equitable because of all the years we have been together and that I was the mother to our child. Naive thinking. Many years later they regretted not facing their fears and being proactive about their finances during the divorce. This lack of financial pro-activity hit them deeply when they reached their fifties and sixties. They both had to rely on their kids to help them financially, meanwhile their ex-husbands were living quite comfortably. The adult children also grew resentful and disappointed in their mom not only because she was forced to rely on them for financial help but because she she did not advocate for more equitable outcome. These two ladies admitted this was a mistake due to fear and inaction and warned me to not do the same thing. I contacted her during mediation. Although I did not read her book, I picked it up, called her directly and we set up a time to discuss my situation. She was immensely helpful and I felt I had a savvy, credible, and very attentive advocate. She was with me all the way through the divorce. She even gave me options for vetted attorneys / mediators that she has personally worked with when the first mediator turned out to be incompetent. The 2nd mediator that I worked with was the right one for both my ex-husband and I. In my opinion, her hourly rate was an incredible value and I never questioned it because I knew that she was getting my mind wrapped around what needed to happen financially. I was being educated and empowered at the same time so that I didn't make the mistake that the other moms did. We received all sorts of bills from specialists during the mediation... her rate... I hate to say this... but it was on the low side of all the specialists. So if you are able to get her availability I would do it. I don't know what she charges now, but regardless, you are in very capable hands. It's annoying to switch advisors after you discover they suck. You won't have to do that with her. I am deeply grateful that she was able to guide me during one of the hardest times of my life. I have recommended a friend to her... and she is happy as well. Bookmark this lady. You will need her.

Eric has been the financial advisor for me and my wife since 2017. Our professional relationship…read morecouldn't have come at a better time, as I'd just come into a sizable amount of money after a tech IPO and need direction on how to best allocate funds. His guidance over the years has been invaluable. He's extremely personable, knowledgeable, honest and reassuring. He never pressures us into anything, and allows room us to make the right decisions for #us. His frameworks for day to day and long-term financial health and wealth management have been extremely beneficial for us. I've referred so many of my friends across various industries and economic backgrounds (tech, professional athletes, friends wanting general advice, etc) to him and they've all said the same thing: he's the real deal! I'd bet the house on WealthBuilders!

Eric is friendly, professional, and well-versed in all facets of financial planning and investment…read moremanagement. Although he is equipped and experienced to partner w/ folks who have been working with a Financial Expert their whole lives, for someone like myself who is early in my career and new to many of the topics we discuss, Eric breaks everything down so it's easy to learn and master. He goes out of his way to make himself available to answer any questions. I can't recommend Eric enough!

Although I am not reviewing as a client, I am leaving this review as a future client of Root…read moreFinancial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have "the algorithm" direct me to Root with James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review... I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor... But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though I'm not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari!

The team at Root Financial Partners are impressively knowledgeable. James has a way of making…read moreeverything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team.

Scott and Jen are organized and smart. They explain complex things in a simple way and always…read moremanage to instill confidence in me. I'm super nervous about paying for college and retirement, but every time I talk to them I walk away feeling like I can do this. I trust them completely- they are always there when I want to talk, and they even proactively reach out to talk with me. Can not recommend them more highly!! 6- star service!

Scott is a true partner when it comes to helping my family and I plan for the future. We recently…read morehad a daughter and Scott was amazing at discussing what our goals are for her especially considering the fact that both my wife and I work in incredibly fast-paced start ups. On top being a partner, he is dedicated to his craft and takes every question seriously and responds with detailed answers. He has helped us set up a clear roadmap that gives my wife and I peace of mind. I HIGHLY recommend working with him and his team.

If your looking for an honest, knowledgeable and reliable investment team, look no further. John…read moreand Dean Ferraro are amazing! They will review your current investments and give you honest feedback regarding the fees you are paying, if you are paying to much as well as if you are invested in the right markets to meet your personal goals. I have been a customer for 2 years now and have been nothing but happy with their services and support. If you have questions, they are always happy to answer them. They hold classes where you can learn more about investing which is so cool. I would highly recommend Longhouse Wealth Management for your investment needs.

From the owner: Longhouse Wealth Management is a Native American-owned, father-and-son registered investment…read moreadvisory firm based in Encinitas, California. We provide personalized investment management and retirement planning for individuals, families, business owners, and organizations throughout California. Our specialties include retirement income planning, IRA and 401(k) rollovers, investment portfolio management, required minimum distributions, charitable giving strategies, tax-aware investing, and workplace retirement plans for employers. We frequently work with people approaching retirement, widows and divorcees navigating major financial transitions, Native American families and tribal organizations, and first-time investors who want clear guidance without unnecessary jargon. As an independent fiduciary, we focus on education, disciplined investing, responsive service, and long-term relationships. Every recommendation is designed around the client’s goals, circumstances, and comfort level, not a one-size-fits-all product. Longhouse was built around one guiding principle: People over Profit.

I have worked with quite a few different printers over the years and Evo is simply the best. Great…read morecommunication, fantastic prints, and always gets the job done going above and beyond.

I had a need for 4 huge mounted prints and within 24 hours I was picking up!…read more Amazing service and quality of the images were on point!