I have never really had a financial education, and having ADHD has made it difficult for me to…read morelearn how to manage my money. I had a consultation with Jennifer this week and in 30 minutes, I literally understood more about my finances than in my entire life. She was so knowledgeable and yet down to earth and easy to understand. I hung up so motivated and empowered and already made significant and impactful changes! I cant recommend Modern Family Finance enough.

Writing a review for my financial planner was not on my Bingo card for my life. But when Jenni,…read moreLisa, and Cathy at Modern Family Finance are as fantastic as they are, it has to be done. To set the scene: I don't know anything about money, or the market, or really budgeting, if we're being honest. My working class family didn't know anything to teach me, and I was resistant to learning because I was sure it would mean discomfort at best and shame at worst. Luckily, opposites attract, and my spouse is a Responsible Adult who wanted to manage some inheritance in addition to our weirdly/ unnecessarily complicated financial situation. Enter: Modern Family Finance, referred to us by a friend. In my mind, they are fantastic for three main reasons. 1.) Based on what I just described, you will not be surprised to learn that I truly have no clue as to the wizardry they do with investing, but I love this. As far as I'm concerned, my accounts are like little Tamagotchis that I get to occasionally login to check and see how they're thriving. Our money is doing great, our finances are tidy, and our goals are being met! My Responsible Adult spouse DOES want to know, and Modern Family is an open book and wants to teach. Everyone wins! 2) The whole process of working together centers around YOUR particular and specific needs, goals, and personal priorities. They keep in mind both short term needs and long term visions to help you get and stay on track. I really appreciated the emotional intelligence and care Jenni brings, especially to our early meetings, and I still think about the questions she asked to help us understand our own relationships to money, and what needs to heal to move forward. They truly work with you where you are. Their approach is clearly not just about managing money, but building quality of life and empowerment. 3) They are truly the kindest people you could hope to work with. Getting me to respond to an email about life insurance or the 401K from ten years ago is like trying to put a cat in a bathtub, but somehow, miraculously, they don't judge. The team is thoroughly patient, kind, ridiculously detail oriented, and in general the most delightful people you'd hope to meet. As a queer couple navigating major life transitions, they give us clarity, patience, and structure without overwhelm. We'll be clients for life.

Kellie did an AMAZING job as Trustee. The trust that my uncle established decades ago was very…read morecomplicated (in my opinion), involving multiple families in many different states. It took three years to conclude our case because of several factors that Kellie had no control over, yet she stuck with it and managed the estate like the true professional that she is. She was excellent at keeping us all apprised of the issues and the plan to overcome them. If it hadn't been for Kellie, I'm certain the estate would not have resolved in the way my uncle had intended. Thank you so much, Kellie!

Do not use! Only thing Lucky is her pocket book. Elder abuse! Does not care about the her clients…read moreneeds just how she can charge them for her NO service. Handled my brothers finances and stated he owed back taxes..but you handled his finances so why were they not paid. Kellie does not communicate and complete financials in a timely manor causing more penelities. Please do not use Lucky Fiduciary...Be Safe!

We have been with Song Thuy for more than 10 years now. The reason is simple: Song Thuy is…read morededicated to serving her clients. She takes her time to explain and help us with whatever we need. When we need her help, she is there at any time. We have insurance with her for our 2 houses, 3 cars, an umbrella policy, health insurance, life insurance, mutual funds and particularly my retirement account. I plan to enroll into the college plan for my sons. I highly recommend buying your insurance with her from housing, cars or health to 401K rollover, mutual funds, retirement plans, college plan, life insurance, business insurance. Her office is like one-stop shop of all types of all insurance and financial services. Give her a try and you will love it.

Song is a number one Farmer's agent who is trustworthy, helpful and resourceful. I have my two…read moreinsurance policies with her and she is always available when I have questions. I highly recommend this business.

I have worked with Karen and Bishop Fiduciary Services on many cases over the past almost twenty…read moreyears. Karen has decades of experience as a professional trustee. She is so thoughtful and conscientious and her team is very responsive and helpful. They are a delight to work with.

Karen's response to my initial review for Bishop Fiduciary is not factual, nor are her comments…read moreabout my family's interactions with Karen. The only part of Karen's response that is accurate is that there were years of litigation. My grandmother was removed from her son and daughter's care after they were found complicit by the Alameda County Superior Court of multiple forms of elder abuse. Karen continues to dismiss and ignore the court's findings.It was also determined by the Court that Tom M., Nancy M. and Kimberly S. were credible and believable, and specifically NOT a part of elder abuse as Karen states. In my opinion, Karen is very unprofessional. She refused to respond to my emails because she felt I was asking too many questions. After her inability to recognize medical conditions with my family member, and being asked several questions, Karen wrote me an email stating that since I was "just" a grand daughter, she will no longer speak with me or answer my emails. This shows that Karen is not factual in her Yelp review. Karen does not and has not encouraged family members to contact her. Karen was asked by family members to step down so a new fiduciary could be placed. Karen refused to step down.

From my point of view, Anne Griffith Tax & Financial Service should be recommended to anyone that…read morewants to LEGITIMATELY handle their taxes. No tricks, no scams. Anne's greatest strengths are an in-depth knowledge of the tax code, an amazing work ethic, and a genuine desire to help people. We could not be happier with Anne. We brought some extremely complicated and difficult tax issues to her, and from the very beginning we knew she was the right person for the job. The best thing about working with Anne is how well she demonstrates her knowledge of the tax laws and procedures, and how you can trust that she will follow the letter of the law exactly and still find legitimate ways to ensure you get the highest possible return. When we walked into Anne's office, we were sure we would be owing a huge sum of money to both the IRS and the state. Anne and her amazing assistant Kristen were able to sort out the enormous mess of paperwork we gave them, organize all of the documents, and ultimately get us to a break even situation between all of the taxes we had already paid and the taxes we owed. Fantastic work!

Talk about a tax preparer who not only listens to you but really takes the time to do a very…read morethorough job. She takes the time to make sure you get the best customer service and as first time clients she treated us as long time friends. She amended last years returns and found out we overpaid the government by a whomping 3000. dollars. Our last years preparer was in a hurry and didn't listen that we were not business owners and we owed 4,000 to IRS. Yikes. Won't be back to that Walnut Creek office. Anne is great and got us both filings in a very timely matter and her fees are very reasonable. I highly recommend Anne.

I had a great time working with Adam. During the complimentary initial session, we went over…read moreexpectations to make sure we were a good fit, he asked me to think about why I wanted to meet with him, and I had an idea of what things I needed to do to make the most out of our next two sessions. During our two hour-long sessions, we went over my spending versus income. He helped me look at my spending from various perspectives and encouraged me to put together a budget that I feel really good about. Before coming to Adam, I was having quarterly panic attacks late at night, whenever a large bill would come in, about how I was going to get through the next few weeks. I feel much better having worked with him and feel that I have the tools to spend more responsibly, analyze my spending habits, and put together rainy day funds to plan better for the future.

While we didn't end up moving forward together for now, Adam really helped me clarify my goals and…read morefeel a bit more grounded as I embark on the (super overwhelming) journey of trying to understand and manage my finances. His approach is warm, patient and non-judgmental. Thank you Adam!

Janet and her team at Sierra Pacific Financial Advisors have been our trusted financial advisors…read morefor over 4 years now. We really appreciate having them in our corner.   Financial planning: our journey started with a few thorough and honest financial planning sessions with Glenn. He helped us put everything in perspective based on our financial goals and outlined a range of options forward for us.  Investments: Janet then turned our financial goals into investment advice. She's approachable, patient, and experienced. We definitely threw a few curve balls her way but she's able to handle everything while instilling trust in us and collaboration with us. She sets up regular meetings with us to review our investment status so we are always on the same page. When the market started to turn, she proactively reached out to review our options. Janet is also quick at answering our one-off questions over email.    Customer service: we felt appreciated by the Sierra Pacific team. During the pandemic, we were able to meet with Janet over Zoom, but when needed, we were also able to meet her in person to sign some papers with social distancing protocols in place. They also hosted a few virtual customer events to add some holiday cheer to our lives.  We are very happy that we found Janet and her team at Sierra Pacific Financial Advisors. We are going through a turbulent time right now and it is good to know that someone we trust is thinking about our financial well-being and strategizing to help us build our future.

We recently started working with SPFA on managing our investment portfolio after an initial…read morefinancial planning session. The team, lead by Janet, is professional and takes time to understand your needs and investment philosophy. The planning was thorough and included multiple scenarios, which were well thought through. Janet's team is prompt and thorough in its work and I'm expecting my portfolio to do well and thrive in the years to come under her stewardship.

Mr. Saso had worked as a 730 expert CPA for my divorce case since 2019 until he retired on 10/31/23…read morein his San Ramon office. He is still working as advisor, counseling at Calwell Sutter Capital in Sausalito. My ex-husband and I had paid him over $120,000 for his fee for that period. He made so many errors in his calculations for my reimbursement. I requested him to correct his errors so many times, but he insisted. The financial damage he caused me is over $100,000. In 2021, he promised not to bill me for my ex's disputed. He refused to work for me, ignored my input when he worked on my ex's disputed. He made me paid my ex' over $10,000 more for the dispute issue. And then when my ex did not pay him in full amount for his fee as they promised, Mr. Saso turned around to bill me for the dispute's fee. I requested him to keep his promised, but he did not. In June 2023, I talked to him, tried to set up a meeting to show him his errors, he refused to talk to me and hung up his phone on me. I am glad that Mr. Saso is semi-retired now. I hope that he can close his eyes when he sleeps and not thinking about the damage that he caused to me. Summer

I used Mr. Saso for forensic accounting, at a trial where I needed top-notch professional services…read moreto recreate proof of income on a sole-proprietor. This was detailed and demanding work, but he was able to produce information, documentation and reports, for which he walked the judge and participants through, that made absolute and undeniable sense. He is accurate, detailed oriented, experienced and above reproach in his presentation, materials and sources. He is also able to provide impeccable and indisputable credentials for opposing counsel. I would recommend him for use if you are in need of his services for a trial.