My wife and I have worked with Jeff for more than 15 years, and he's been a truly wonderful…read moreadvisor. Jeff helped us get organized well before we retired and his guidance through retirement made the process a lot less stressful. Since then, he's managed our investments, reviewed our tax return each year, and even introduced us to an attorney who helped set up our trust. What we appreciate most is that Jeff always takes the time to explain things in plain English. He's honest, easy to talk to, and genuinely cares about his clients( we feel like Family). It's very comforting knowing our finances are looked after by someone who truly cares about his clients. Robert L

Jeff Weber is the best financial advisor we've EVER worked with…read more He's not only exceptionally knowledgeable but also kind and considerate of what your needs are. He cares immensely for you and your finances. My husband and I love what Jeff has done for us so far and we look forward to meeting with him and chatting about our future plans. We have been with him for years and trust him and his decisions. Jeff also assists in any financial issues we have at the present moment and does so with the utmost professionalism. He loves what he does and it shows. You want a financial advisor who loves his job. I highly recommend Jeff to my friends and family and now to you, too! No one else compares to him!!

【Tom - The Best Lender We Could've Asked For!】 Working with…read moreTom was an absolute game-changer for us. As first-time homebuyers navigating the SF BMR program, we had tons of questions and tight timelines--but Tom made everything feel smooth and manageable from day one. He is blazingly fast with response, seriously, we don't know how he does it! Whether it was a quick question or a document to review, he got back to us right away and always with precise, clear answers. His speed and efficiency made a huge difference during a very time-sensitive process. Tom is also incredibly knowledgeable. He explained every part of the loan process in a way that made sense and gave us full confidence at every step. And above all, he's just a genuinely kind and trustworthy person--we always felt like we were in good hands. If you're looking for a lender who is lightning-fast, highly skilled, and truly supportive, we can't recommend Tom enough!

I highly recommend Tom! He's the best lender you can imagine working with. You can feel his support…read moreevery step of the home buying process. He checks in on us, proactive in getting deliverables done and even helps us plan and strategize on requirements. Thank you Tom in helping my wife and I get our first property! Every interaction and moment we experienced with you significantly contributed positively to our buying process.

It saddens me to give Chris such a poor review, since he was truly a pleasure to meet and I think…read morehe genuinely loves accounting and seems very well-versed. After I hoofed it over to his office for an in-person meeting, he gave me portal information to upload my previous tax information. I definitely had the impression I was a client (especially as I was meeting with him in November, plenty of time before tax season began). But then he NEVER called me back!!! I emailed and called SEVERAL times over the course of 2 months, and got absolutely no response. I finally gave up and we were lucky to find Beuther Tax Services on Yelp who was actually responsive and professional.

I have used Chris for years since before he got his CPA. Chris is very conscientious and his…read moreprimary goal is to make his clients happy, minimize their taxes and be in compliance with the IRS. I am a Certified Financial Planner, so, I have a much better understanding of taxes than the average tax payer. Before Chris did my taxes, I used to do it myself. When had to do a 1031 exchange and there were some complicatd things happening at my business, I turned to Chris. I realized I was missing some credits and deductions and he's been doing them since. So, he's the guy who spends the week-ends going through all my 1099s, and bank statements, making sure I'm not doing a charitable contribution to the IRS. Me, I'm getting my taxes done and spending my week-ends free. Good guy, easy to work with, reasonable and deals with the IRS. What's not to like?

I've been working with Dan (and his daughter) at Emerson Financial for five years, and they've been…read moreincredibly helpful. Dan advised me through the home-buying search then through the two-year wait to refinance. Dan consistently tracked market ups and downs, offering great advice on managing my loan and navigating the volatile market without losing my mind. He's not only friendly and incredibly smart, but he also provides just the right amount of detail without overwhelming me with financial jargon. His organized approach makes everything easy to understand, and I'm definitely looking forward to continuing our work together and recommending him to all of my friends.

Just got off the phone with Dan. Told him my situation, low credit score, let him know I had a…read moreoffer from a motgage company. He stayed on the phone with me for 10 minutes giving me financial advice and letting me know the loan quote I got from the other company was a good one. Thats honesty. Nothing to gain, but had no problem taking time out to give good financial advice. I will definitly refer Emerson Financial to my friends and family. Thank you Dan!

Working with Scott was a seamless productive and ultimately successful experience. Scott went out…read moreof his way to assure that everything was moving forward and his rates were the best my clients were able to find. From the very beginning, Scott was responsive, and incredibly knowledgeable about the lending process. In a market like San Francisco where timing and certainty matter, having a lender who can move quickly and communicate clearly makes all the difference. What really stood out was Scott's ability to break down complex scenarios into simple, understandable steps. Scott clearly explained all of the different mortgage choices and he has been instrumental in the succesw of many of my recent transactions. If you want a lender who is strategic, honest, and genuinely invested in your success, I highly recommend working with Scott Kravitz. The peace of mind alone is worth it, especially in this competitive market.

I've had the opportunity to get to know Scott Kravitz through LeTip over the past year and have…read morebeen impressed by his professionalism, knowledge, and commitment to helping people understand their financing options. Scott takes the time to educate clients, answer questions, and guide them through the lending process. He genuinely wants people to understand their options so they can make informed decisions that are right for their situation. If you're looking for a mortgage professional who is knowledgeable, approachable, and focused on helping people make confident financial decisions, I would recommend reaching out to Scott.

Anytime i have gone with anyone other than Frank Dorsey, they mess up my taxes…read more Family style, receives you with a hug, (he gives the best hugs) asks about the family before anything else, then gets to business, he takes his time so if you are in a rush this isnt the place for you, but a job well done yes.

Frank is as good as a tax person as one could want. His client service is fantastic, and he will…read morehelp in any way he can. His rates are very fair for what you get. My wife and I have been customers for years and have the highest regard for Frank and his services

I have home and auto insurance with Robert Fung and Kimberly since 2004, I recommend highly. I am…read moremore than satisfied with his services and professionalism.

After years of my HO-6 insurance going up despite my years of loyalty and no claims, I decided it…read morewas time for a change, and started looking for another insurance provider. I was referred to Robert Fong by a high school friend and I am so glad he did. I called Robert and told him the insurance coverage I was looking for. He went over the CC&Rs and the Master insurance coverage of my building and went over every aspect of the insurance State Farm would provide. He was very informative and provided excellent professional service. I know who to talk to with all my insurance questions now. I highly recommend Robert Fong as an agent and State Farm.

Highly Recommend Tony V for Home Insurance! Tony was…read morefantastic to work with--professional, responsive, and genuinely knowledgeable. He took the time to understand exactly what I needed and gave me a good amount of options and suggestions. The whole process was smooth and stress-free thanks to his clear communication and attention to detail. If you want someone reliable who truly looks out for your best interests, Tony is the one.

Tony Verreos is the most efficient, relatable and professional insurance broker I've ever dealt…read morewith. I rarely write reviews, but in this case, is the least I can do. Our condo insurance company ditched us (like may others in California) and our Mortgage company bought insurance for us (only at crazy expensive rate!). Unlike any other agent I contacted, Tony searched through earth and sea to find a company willing to sell insurance to us. He spent hours doing the research on our behalf (I'm sure he didn't even came even with his commission), and this is what sets him apart from his peers. He is also an extremely nice guy, who takes his job seriously and invest in personal relationships to support his business. Highly recommend! Sergio