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.

Dane Golding of Danville Mortgage & Financial has been my trusted financial planner for over 25…read moreyears. Danville Mortgage has consistently helped me refinance at a low interest rate, and provided the purchase money for homes that I have bought. Dane has successfully handled multiple home sales and purchases, as well as profitably invested my teacher's income. If not for his conscientious guidance and knowledgeable expertise in a variety of current high yield opportunities, I would not feel nearly as confident in my recent retirement. My husband and I cannot thank him enough for allowing us peace of mind with our financial security. Susan Preece Newly Retired Bay Area Teacher

Dan has helped me with financial and real estate matters for many decades. I would have never built…read moreup a comfortable retirement without him. I was only a blue collar worker but now, at 72, I have my own home in Berkeley and a tidy amount of retirement funds. He is absolutely trust worthy, smart and has a big heart. Not only is Dane my financial advisor, he is a friend. Judy Anderson

In the past week, two people asked me if I would recommend a reliable and honest investment…read moreadviser, so I thought I would write a review for mine. After being a stockbroker for a decade, I learned a lot about investing. On the job training taught me many things. I learned that you have to be confident to trust your investment expert and your investment expert needs to be smart and well versed in the financial markets. Jonathan DeYoe and his team of experts continually earn that confidence from me and my family. For several years, we have been clients of DeYoe Wealth Management. Thank goodness. The team at the firm care about our portfolio as if it was their own. They are on top of things and they keep us connected. Jonathan makes sure to keep us informed of changes in the market that affect our investments. He publishes newsletters that are informative and keeps us in tune with what is going on in the world of finance. We appreciate the expertise and care the DeYoe team provides time and time again. Over the years, we have transferred our Merill Lynch personal account and opened a SEP, two IRAs and a college fund with DeYoe Wealth Management. We took our time to get to know Jonathan and his associates and we are very pleased with our professional relationship. The team at this firm is very knowledgeable and we have been happy with our rate of return and results ... even in a down market. Their choices have outperformed the S&P on a regular basis. Originally I met Jonathan at a business networking meeting (BNI) and he was introduced to me by a mutual friend and client. In the last five years, I have recommended DeYoe Wealth Management to friends and I have heard great feedback from them as well. The DeYoe investment team has a terrific track record and their excellent reputation is well deserved. So if you are confused about all of the financial information you hear on the news and read in the papers, call these guys and ask them to help you understand what is going on and to get you on the right track. They will ... cause that is what they do.

Financial Planning isn't something I'm good at... Saving money, isn't my forte! The entire aspect…read moreis daunting and overwhelming to me! I've worked with Jonathan for 5+ years. What is consistent is his honesty, sincerity, and transparency in what he does. With all the ugly news of our financial systems running aground due to lack of integrity and greed, Jonathan is a fresh breath of air. Working with Jonathan has been good for me because he's firm, but completely flexible with how he works with me. He's also very passionate about what he does and that passion really shines thru. In addition, the support staff always makes me feel warm and welcomed and part of the DeYoe Family. Jonathan is my defacto Financial Planner.

After working with 3 other lenders (with no luck getting an approval due to our low credit scores),…read morePete was a breath of fresh air! He not only got us the approval very quickly, but he got us into our new home within 30 days. Pete and his team were friendly and professional. Thanks to Pete and our realtor, we've accomplished what we didn't think was possible. We bought our first home! Thank you Pete!!

Pete is AMAZING!!! My husband and I were in the market for a house. We found our dream home. We had…read morea pre-approval from another company. We got fairly deep into the process, like had already paid the home inspections and had money into the escrow account to find out that the underwriters of the other company denied us. I got Pete's info from the seller's realtor. Stephanie Lopez (Just as awesome) uses Pete regularly said to give him a try that if it can be done, Pete is the guy to do it. Pete was very forthcoming and upfront with the challenges of our situation, but believed he could get it done. His staff (who probably got tired of hearing from me as I'm VERY proactive) was just as great and patient as Pete is. Here we are about a month and half later enjoying our new home!!! We couldn't have done it without Pete and Guild Mortgage. Just the other day, UPS delivered a package from Guild. It was a house warming gift! A bottle of wine with 2 glasses.

My husband and I have been working with Evor and Johnny for 4 years now and couldn't be happier. We…read morefound them through a website that listed fee-only financial management firm. This appealed to us because we were looking to hire someone who would manage our investments according to what would be best for US, not where they would get the most commissions. I don't like dealing with accounting stuff and was dreading the process before our initial appointment, but they ended up making it fun for us, yes, FUN! We did some exercises that helped us define what kind of a life and future we wanted, where we saw ourselves and the process from there was pretty easy. Evor and Johnny exceeded our expectations as far as the services they provided. We were expecting someone to manage our accounts, but they went over our trust documents, disability insurance, taxes, and had great referrals to the best of people in all those areas. What I like most about working with Evor and Johnny is that they are very pleasant to deal with, easy to get ahold of and answer any questions you may have, personable, transparent, have high level of integrity, and truly care about your personal goals and future. I have been recommending them to friends and family and anyone looking for a trustworthy financial advisor.

Evor's services are great! Read my story below:…read more I met Evor doing a small construction project at his home years ago. I found out what he did for a living and we ended up talking about my investments. I could tell immediatly he was on his game. I had a hodge podge group of investments new and old both, brokerage, IRAs, Roth's, etc. that just ended up in a box - unwatched. Even though I dreaded changing all the accounts over, Evor made the process seamless! He filled out ALL the forms, made all the calls, gave me my tax info, all I had to do was sign the forms... Now I have the peace that he is taking care and watching my investments. He emails or calls me when he feels we should move money from one sector to the next, sends out an informative news letter AND I now get all my investment info in one nice package that is easy to understand. To top it off the fees he charges are very resonable. I would highly recommend his services.

I received a postcard in the mail that offered free, no obligation year end tax planning. I…read moreresponded to the offer thinking I would take their suggestions and do my own taxes. I met with the owner Greg and he was really nice and personable. He checked out my situation and informed me just how much I could save if I followed his suggestions. I felt so comfortable with Greg and his staff that I decided to let him do my taxes. Definitely worth it!

I can't say enough about the services Greg and his staff provide. Running a small business, my…read moreattention needs to be focused on operations. Im thankful to have experts like Greg and his team for tax and business planning. They are wonderful!

I have had the pleasure of working with Ira for the past year, in the midst of many complex and…read moresensitive financial and familial matters. There is no one I would trust more, not only for his financial acumen, and experience, but also his humanity and compassion. A rare combination of skills to find within a professional financial advisor. You would be wise to choose Mr. Fateman to help you achieve and ensure the financial goals you value for you and your family.

I have worked with Ira H. Fateman, CFP, M.Ed. one of the principal financial advisors with SAS…read moreFinancial Advisors, for the past four years. I am writing to recommend Ira to anyone wanting to work with a professional financial advisor who is also educated in psychology and counseling. Ira is totally adept at advising and investing. As important, he has extensive experience in dealing with high emotion factors around money. I have found this aspect of his service to be extremely helpful as a novice investor, myself. Working with Ira has been a joy. As a single parent with a teenage daughter heading off to college, Ira has been fantastic in advising and educating both my daughter and me in saving and investing (college years through retirement). He is knowledgable, patient, and an excellent communicator. And he's been voted the number one (#1) financial advisor in the J., a nice tribute from those in San Francisco and the Bay Area who know and have worked with him. He's terrific and justifies the highest Yelp score.

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.