Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

We have been clients of Pruneyard Financial Group for financial and tax services since the early…read more1980's. Their knowledge and integrity as Certified Public Accountants and Personal Financial Specialists have helped my family through all the seasons of life from marriage and having a family into retirement. In fact, their advice and services have always saved us more money and guided us to more sound financial decisions than their services have cost. When my wife changed from working for a school district to developing her own consulting business, or when I was with a Fortune 500 company or spending years in venture capital funded start up companies in Silicon Valley, we found all our investment, financial, and important tax needs were more than met with Pruneyard Financial Group.

I cannot say enough how I am happy with Pruneyard financial Group…read more I had a very difficult tax year 2011 and was delighted getting such a great and professional support from them.

After using the services of Fiscally Fit for many years my sister and I could not possibly be…read morehappier with their performance and professional commitment. My sister was handicapped and elderly so when we were looking for a bookkeeping service for her we knew that we needed someone we could trust completely, and thankfully we found that by working with Alison and Rosemary at Physically Fit. My sister recently passed away unexpectedly, and Alison and Rosemary were so supportive and helpful as I went through many financial needs and stresses, it would have been much more difficult without them. I cannot express how much we relied on their trustworthy, perfect services.

I began working with Alison Salisbury when I became responsible for my parents' finances as their…read morefiduciary. Alison is fantastic -- conscientious, knowledgeable, ethical -- everything one could hope for. After a couple of years, she referred me to Esther Yang, who is fabulous as well. Finances stress me, but every time I work with Esther, I feel calm and reassured. Esther brings extraordinary attention to detail, follow through and ethics to her work -- and although the very notion of spending hours on accounting is stressful for me, I truly look forward to spending time with her. A terrific group. You can't go wrong here.

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 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!!!

Mandy Andrei has managed my financial accounts for over 10 years and is one of the best financial…read moreadvisors out there. At the time we built our relationship, I had small accounts. Mandy advised me with the best strategies on short term and long term plans, and worked with me closely to ensure I was tracking toward them. The thing I appreciate most about Mandy is her trustworthy and direct nature coupled with her expertise of the market.

I've always thought my situation is simple and I don't need much help. My attorney kept saying I…read moreshould get advise but every time I interviewed someone they would scary me that I will run out of money or die early, so I should buy a big life insurance! I was just tired of sales pitches. At my attorney's recommendation, I met Mandy and I feel so blessed. She taught me so much and she is more like a friend and a mentor. I learned to prioritize my financial goals, build a budget, create a savings plan and really helped me understand my pretty complex tax situation. I really appreciate that she offers creative strategies to solve complex problems, especially when it comes to tax savings.

My wife and I have worked with Peter and his team for over 20 years. He has provided great support…read moreand service during both upturns and downsides in the market. He is technically very knowledgeable and aware of current events and past history. We have unqualified trust is in his advice and suggestions. We highly recommend Peter and his team

Peter always puts clients first and provides a comfortable environment for their meetings. He is a…read moreseasoned veteran in the wealth management industry with 30+ years of experience.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

I did not have any experience with doing taxes for the quarterly deadline, but Yan was very helpful…read moreand answered a lot of my questions, helping me through all the steps of the way. If you need help, make sure it isn't right before the deadlines, giving time to prepare what is needed. Will definitely be going back to Yan even if it isn't about the end of year tax deadline. Thank you so much Yan!

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!