Wonderful experience. The team does a full comprehensive evaluation which shows details that most…read moreother companies miss. Very informative about options and empowering to make decisions. Highly recommend!

We've had an excellent experience working with this fiduciary team. Our primary contact, Brie, is…read moreconsistantly informative and approachable - her public lectures on fiduciary responsibilities are clear and reassuring, and she brings that same professionalism to our perdonal interactions. She helps to understand our options, offers thoughtful recommendations about which accounts to draw from, and always makes sure we are comfortable with each decision. Freddie has also been a great asset. He handles our transactions efficiently and reliably, and he's remarkably effective at getting the right people on the phone when needed. His responsiveness has saved us time and stress on multiple occasions.

I had a what I thought was a very serious issue with state. I was referred to Phil by my attorney…read more Phil was kind enough to see me immediately (within 1 hour of meeting my attorney). Once I arrived, Phil read through my documentation and notices and calmed me down. Phil explained the situation to me and told me not to worry. He called the people we needed to talk to and within 30 minutes he resolved what I thought was a very serious tax situation mis-understanding and resolved it. His demeanor, professionalism and competence are superb. I would recommend him to help deal/resolve tax issues and I look forward to using him in the future. I concur with the other poster as well. It was truly a pleasure dealing with him and I am happy to know him.

He's good to go to if you have a lot of deductions, property and business interest. Or are worried…read moreabout "IRS Issues" etc. But he's too pricey for a regular, simple or straightforward tax filing. You are better off going to an IRS licensed tax preparer.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

I am 61 and about to retire, and didn't know if I had the finances to do so. David Kelly has been…read moreamazingly helpful in providing sound fiduciary advice about my retirement planning. I could not recommend any higher!

I'm really surprise that I am the first review. Mr David Kelly has been so helpful, responsive, and…read moreknowledgeable. He is currently assisting us with my husbands non profit corporation. He's patient, he makes things so easy to understand and accessible. His prices are unbeatable! I highly recommend David! So far, we're so thrilled and grateful for his services. He made what seem to be a long, stressful process to be seamless. Thank you David, for your patience and expertise. Previously, I have been going to another CPA for my w2, the past 5 years and the treatment I get here, is like day and night. I am jumping ship, and not looking back!!! Thank you!!!

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.

Chỗ này lừa đảo , đã nhận tiền và lv thiếu trách nhiệm , sau khi huỷ hợp đồng không thấy hoàn tiền…read morelại ... đừng ai lv cùng họ ...

great service, fast process and effective result. Staff is very helpful and knowledgeabl.read more

Marisa Otto is an extremely knowledgeable Financial Planner and Fiduciary.. I trust her…read morecompletely to keep my information private and safe as she also works with a member of my family. I introduced marisa to my employer and she did a huge recommendation for him to get his affairs in order and make decisions about a will and trust. Marissa wasn't getting paid to do this and may have not received all of his investments but she absolutely did the right thing for him and I am grateful for all the free time and help she provided. Many people don't realize what a big deal this is until something unexpected happens and probate comes in and takes most your assets and it includes a long process no loved one should have to endure, especially when there is a substantial amount to lose. Marisa makes smart decisions with my investments and also meets with me a few times a year to review and recommend financial improvements. Bottom line is that she is one of the best in her field. I know that Marisa has my best interest at heart, she has my back and really cares about me as a friend. This to me is priceless. ~ with all that being said, I highly recommend Marisa Otto at Edward Jones for all of your financial investment needs. With high regards, Diane H

From the owner: Specializing in: - Financial Services…read more- Financial Planning Consultants - Investment Advisory Service - Mutual Funds - Investments - Stock & Bond Brokers - Annuities & Retirement Insurance Plans - Retirement Planning Services - Investment Securities - Financial Planners - Financing Consultants - Pension & Profit Sharing Plans - Stock & Bond Transfer Agents - Investment Management

I was very happy with the service of the agent. She was very well educated in the real estate…read moremarket. She had suggestions that were very helpful since I hadn't thought about certain criteria in buying a home. She was very interested in helping us make a sound decision and we were very comfortable in communicating our needs to her. I would definately reccommend her services to friends and family.

From the owner: Mobile Notary, for over 20+ years. Very proficient in all loan types, refinance, purchase, HELOCS,…read moreReverse, Piggy Backs, Bridge loans, Commercial, FHA and VA as well as Living Trust documents, Deed transfers, DMV, Immigration documents.

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!

I contacted Jennifer as a new investment property owner in search of a landlord homeowners policy…read more While I had educated myself as much as possible beforehand, Jennifer was extremely gracious with her time and answered every question I could think of without protest or complaint. As I was under a time crunch to get a policy in place, Jennifer worked to turn my request into a binding policy in less than 48 hours, at times working after hours and between clients to do so. Extremely professional, well-experienced, reachable whenever I had a question, friendly, and obviously quick and efficient, I would recommend Jennifer without reservation for anyone looking not just for a broker, but an actual advocate on their behalf.

I have used Jennifer for my personal insurance needs as well as insuring several of my clients…read more She's always so on top of things and helps find the best rate and coverage despite our challenging California insurance market. I definitely recommend giving her a chance to earn your business! Thank you Jen for all your help!