I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

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

Couldn't be happier or more confident in Taxlana. She is so easy to work with and very…read moreknowledgeable. Do yourself a favor, call Taxlana!

This company is not legit! I don't know how it got all of these great reviews?? I went to their…read morelocation at 4950 Waring Rd, Ste 8 and there is no Taxlana and when you call their listed phone number it is a foreign language and also says the phone number is not in service. I paid $350 deposit for an online tax prep meeting so I will have to dispute charge with my credit card to get my money back! Stay away! Edit: Taxlana returned my $350 deposit. I did not get my taxes done by them so I cannot comment on that. But the experience of not being able to reach this company by phone or other and the location listed is not legit. But I cannot give a review positive or negative on the quality of tax prep by this company.

overall good experience. when I started investing with Diversyfund years ago, the investment team…read moremade it clear this investment was a long term investment. it is possible some people posting had the expectation of a 2x return in six months like what some tech stocks do. the management team has been in constant communication even if it's negative.

This is a SCAM company. They will keep stalling and refuse to return your initial REIT investment…read more(as promised) in five years with some new BS about the market changing and needing more time to close it out. DO NOT INVEST one single dime with these grifters!! In five years, my $500 investment returned something like $20. I could have done much better with a savings account!

Jeff came highly recommended by a respected friend and businessman. I was impressed by his…read moreknowledge of current San Diego market conditions and trends, the value of my unit and how it stacked up against the competition. He was well versed on the amenities and fees of my specific condo building and similar buildings in the area. He gave buyers insight into the dramatic revitalization and development taking place in the Marina area. He has an eye for quality and appreciated the finer details of the recently completed renovations which set my home apart. He also had great resources for staging to best reveal the home's potential. Jeff is a true professional; if he said something was taken care of, I could consider it done! He handled the entire transaction seamlessly while I was out of state on business. He made the transaction easy and fun for me and worked well with all the parties involved. He has my highest recommendation.

Sand and Sea Investments…read more Jeff Grant - Sand and Sea Investments Trust and confidence are essential qualities to look for when selecting a real estate agent. My husband and I had the fortunate opportunity to have had Jeff Grant and Sand and Sea Investments as our real estate investment agent. We found him knowledgeable, respectful and most importantly acted with integrity regarding our recent purchase. Under challenging circumstances Jeff worked hard finding an excellent Starker 1031 exchange property with just one remaining day before the expiration date. After escrow closed Jeff and his team then listed the property for rent, interviewed and personally screened all applicants managing the entire process to the move in date. Throughout our experience he was respectful and polite, a true professional. In the past we've worked with many real estate agents both for our personal homes and investment properties. We confidently recommend Jeff Grant as the most exemplary model of the ideal Real Estate Agent. Debbie and Les Smith

Excellent experience working with PWR. Linda helped me and my wife come up with a short-term action…read moreplan and longer-term financial strategy, and we are very happy overall. Linda was patient with our questions, easy to work with, and extremely knowledgeable in all the right areas. We feel like we have a much better grasp of our finances, and are confident in our ability to build wealth and navigate toward our retirement goals. I highly recommend working with Linda and PWR.

Linda has provided financial planning services for us for about 3 years now and we are very…read moreimpressed with her professionalism and knowledge.  We selected Planning Within Reach due to the fact they are a fee-only financial planner.  Basically, this means you pay for services provided for the time they spend on your plan and not a percentage of your assets.  The service provides inclusive planning for everything from asset allocation, verification of insurance coverage, savings plans, and cash flow with your personal financial goals in mind. At the initial meeting, we discussed our financial goals and subsequently provided requested information for the plan.  Once the plan was prepared we had another meeting to review the plan including action items for us to perform.  This included things like rebalancing 401(k) and other investments in addition to other action items to complete.  We do annual checkup planning meeting with Planning Within Reach and find the discipline very helpful to stay on track with financial goals. If you are starting out or a few years from retirement, this service is worth every dollar.  We have confidence and peace of mind having our plan in place and recommend it to anyone looking for financial planning services.

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Mike Wolf, his wife, and the entire Wolf team were exceptional throughout the process of purchasing…read moremy home. This was the second time we've worked together, and both experiences have been outstanding. Mike and his team are always willing to go above and beyond to help in any way possible. This purchase was especially challenging because of the loan processing company we were working with. There were numerous delays and obstacles along the way, but Mike stepped in and personally helped move things forward by reaching out to our loan officer and underwriter. His involvement made a significant difference in keeping the process moving. What impressed me most was that, even though the home I was purchasing was a value purchase and certainly not one of his multimillion-dollar deals, Mike and his team treated me with the same level of attention, respect, and professionalism. I never felt like my transaction was less important because of the size of the deal. Having the Wolf team on my side made all the difference and ultimately helped ensure that we were able to complete the purchase. I'm incredibly grateful for their support and would highly recommend Mike Wolf and his team to anyone looking for a team that genuinely cares about their clients and is willing to fight to get the job done.

We had such a great experience working with Mike! He was always honest with us and gave his genuine…read moreopinion whenever we asked. He went out of his way to make time for us, even on weekends, and showed us extra houses when we wanted to keep looking. He was also great at communicating with the sellers and other realtors, and always made sure we felt supported and comfortable throughout the process. We are absolutely in love with the house we ended up buying, and Mike and his team made sure we felt supported even after closing and moving in. He's genuinely such a nice and honest person, and we really enjoyed working with him. If you're looking for a realtor who is honest, helpful, and truly cares about his clients, Mike is definitely the one.

Great experience overall! The service was professional, efficient, and very easy to work with. My…read moretax return was handled smoothly, and the quality of the work was excellent. I would definitely recommend them and use their service again.

*This review is for the service and not the quality of work*…read more I originally tried to get hold of the firm to get an appointment for a few questions and potentially some tax prep assistance for a new business. The AI agents were horrible, kept sending me through the same loop, and ultimately I gave up and left a 3*. After their prompt response by a real person to set up an appointment, I decided to take down my review to potentially leave a better one if things went well. I was scheduled for an appointment about a week out, and at the time of the appointment, I called the number and received another virtual assistant (not AI to my knowledge), who told me that the person I had the appointment with was on another call. I left my number and was never contacted, until about 3 weeks later, by email calendar invite, telling me that another appointment had been set up in another week or two. I already got my issues handled by another CPA and will be working with that other firm in the future. I hope this firm here gets their virtuals and artificials straightened out soon

My husband and I always find a place to park, and, like the review recently given, it's nice to…read morehave "tech help" especially when this is not as easy as it looks. I decided to make an investment on my own, and a young man named Evan walked me through the process of buying a specific stock. He was an excellent teacher, patiently clarifying each step and ensuring I understood the process from start to finish. He even guided me through the 30-second security timeout feature without making me feel rushed. We both committed to seeing the transaction through to completion, and I walked away feeling pleased and empowered to handle my finances independently. I truly appreciate the excellent "tech help" and the convenient parking your location always provides.

Convenient location, friendly service. Usually I don't have to wait long to get help either . Staff…read moreis helpful & patient ( I am older & need tech help). They will take time to walk you through it .