I've had the pleasure of working with Brandon over the last year, specifically with helping me…read moreduring our company's IPO and the impact on company equity. Brandon was very helpful in providing guidance on selling strategies and gave me a plan to prepare for this recent tax season. Over the year, we also worked on a comprehensive financial plan and even went through important aspects of a first home purchase. Brandon and Diversifi Capital are very easy to work with and provide you with customized content based on your financial planning needs. I highly recommend them!

We were so lucky to find Alfred and his team at Diversifi. After years vetting various planners and…read moreadvisors, we were constantly in sticker shock at the price of hiring someone to help manage your money. I love their subscription pricing system as it allows for a monthly payment and relationship build over time, vs a huge lump sum payment that really makes you take a pause. It's pretty brilliant. The team is highly responsive and you can see they have high integrity. I just love this. Onboarding is a challenge if you have many accounts that need to be catalogued, but I have faith they'll improve the process & tools. They offer financial education via video tutorials if that's your thing, but it's not a requirement. The actual consults are organized, efficient, and down to earth in terms of financial vocab. Overall, we're very please and looking forward to working with them for many months to come. Highly recommend!

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

I would give this place ZERO stars if I could. I came here as a young adult trying to get serious…read moreabout my finances and instead wasted my time. I asked clear, specific questions about a Roth IRA and the staff member couldn't answer them. I had to repeat myself multiple times just to get a straight response, and even then, nothing was helpful. The meeting dragged on until I finally cut it short myself. Only once she realized why I was there did she rattle off a 30-second explanation and then tell me I'd have to figure it out on my own. Completely unprofessional and dismissive. I walked out unsatisfied, frustrated, and honestly shocked at how little effort or knowledge was shown. Do yourself a favor--skip this branch entirely and take your business somewhere that actually values and helps its customers.

Family use this investment service . Friendly and knowledgeable staff . Lots of parking and coffee…read morebar in lobby

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I had a bunch of issues with my previous CPA that I had engaged which that left me with little…read moreconfidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client!

Yan was very helpful and will use her for my CPA Tax needs. We talked extensively and she gave…read moresome recommendations but did listen to us.

Kris Hung has been helping us on tax filings in the past four years and he is very knowledgeable on…read moreall tax issues, including stock trading (M2M) and rental properties. He is professional and willing to go extra miles in preparing out tax returns. We are very happy!

I worked with Cindy a couple of years ago, and it was a very pleasant experience. She was attentive…read moreand thorough in helping identify all applicable deductions. However, the following year my case was assigned to Kris Hung, and unfortunately it was a very frustrating experience. He did not review the documents carefully, and there were multiple careless errors in the numbers. I had to request corrections five times before the figures were finally accurate. Throughout this process, his attitude came across as dismissive and unwilling to acknowledge the mistakes. Ultimately, I lost confidence in the process and ended up completing the tax work myself.

When I decided to start investing in real estate, a friend suggested I talk to Dani from Simply Do…read moreIt. Our conversation provided us with the information we needed, making us comfortable investing and working with Dani. Finding the right property took time, but Simply Do It was always patient and ensured we made the right decision. The buying process, about three years ago, went smoothly with a few typical hiccups. Since then, the house has had three tenants. Whenever issues arose, Simply Do It was there to help with advice and detailed support, ensuring positive outcomes. Even after three years, Dani has been available to guide us through complex tenant situations. Simply Do It promised long-term support, and they have delivered. Whenever I needed help, Dani was there. Plus, the house we purchased has appreciated nicely.

Like other folks said, Simply-Do-It/Dani are the real pro who you can trust. We have bought the…read morefirst rental with them 4 years ago and we kept coming back for more - we have bought eight properties with them so far. Here are some performance numbers from the last 4 years (I'm a software engineer so I'm data driven): - Avg. annual cashflow: 4.3% (after mortgage, all expenses, vacancies) - Annual principal pay down: 24k - Avg. Annual appreciation: 14.4% (57% with leverage) - Total profit so far: Just over $1M - Total investment: $436k - #Trips to view the properties: 0 Those are insane numbers and beat the stock market by about 3x. Granted that we got lucky with the timing a bit but the SDI's model really works and they make a lot of stuff easier/more efficient. Suffice to say, we couldn't be happier and will definitely keep buying more.

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Over the years I've had plenty of experiences with Fidelity's security. They have excellent voice…read morerecognition which is superior to pins and passwords which are so easily stolen. From stolen wallets and checkbooks to attempts to commit identity theft, Fidelity has excelled in protecting my account both brick and mortar and online. I compare this to service from Citibank which came up short. Very. Short. The only other organization with security that comes close is American Express. If your account has been targeted Fidelity will raise the security of your account. They will freeze some easily exploited features. This means you can't use it either but it just means you need to call Fidelity and get verified by their voice recognition and they will excute the action on your behalf. The following is a duplicate of a Yelp review that I submitted on another account. Yelp cannot merge accounts so they recommend you copy your reviews then delete the extra account. The original review was submitted in 2020, You judge quality when the chips are down. Recently, I was burglarized And the burglars left spyware on all the machines in my home network. Yeah, that's why they didn't bother to steal the equipment. This is how you reset your passwords when your equipment is compromised. You go to Fidelity and you reset your password. The manager himself carried equipment out to me. The staff let me stay late to finish up. The staff looked up 800 numbers for me. They dialed the numbers and held the line until I was ready for the call. It was almost surreal. Not one other financial institution came close to this level of service. Far as I can figure Fidelity has the best security against identity theft that I've encountered.

Fidelity Investments in Sunnyvale, CA has provided me excellent customer service and advice and…read morecontinues to help me. Ian Bushell helped my husband and me change the registrations on our many accounts. Priya is my fiduciary financial advisor who has provided me helpful financial investing advice and continues to do so. I have also had the pleasure of being helped by Fidelity associates Ken, Tim, and Brendan. All the Sunnyvale Fidelity employees are welcoming, pleasant and helpful to work with!

It's good that the SEC finally caught up with Integral Financial and took action. This company is a…read moretotal scam. They claim to offer a variety of financial products but all they want to sell you is the highly risky and in my view terrible financial product called structured notes. This product is notorious in the financial world for its high risk, high fees, and illiquidity with very low returns. It is only structured to make Integral very "rich". All structured notes that Integral sells carry an underwriter fee above 5%. To put this into perspective, the average index ETF fee is 0.23%, the average mutual fund fee is 0.73%, the actively managed hedge fund and most annuity is only 1.4%, and the full service financial adviser that manages the entire portfolio for you only charges about 2%. That's why as soon as they sell it to you, your notes' book value drop to below 95% to begin with. Integral wants to sell you this structured note not because it's a good investment, but only for the high fees they can get. Make no mistake, this is not your typical fixed income that will protect your principles and get your interest. This is the most risky investment you can get as all the underlying investments are contracts for option trading. They try to disguise these risks, but in fact their notes have a significant chance to loose minimum of 50% of value, and in real cases up to 100% of value. So many of investors bought notes from them lost big. Integral's structured notes are also completely illiquid. If their notes underlying options contract is trending against your favor, you can't cut the loss and get out. Integral fraudulently claims they can help you to sell the notes in the secondary market, but that is a complete lie: they don't have that phantom secondary market. Your only hope is that the notes' issuer can buy it back. And if they do, you will only get pennies for a dollar. Stay away from this company.

Nancy Fong is a big lier. She promised to call back several times and never call. After a numerous…read morecalls to the office she took my call and just said she can't login to my account to provide us our account information. I requested to talk to her manager or the owner of the company and she told me that she does not have the name and phone number. Beware that Integral financial is not a legitimate company.