Tom was excellent! He helped me out significantly with a 30 minute appointment to see if he and I…read morewere a good fit. Because of particulars of my case, we were not a good fit, but he recommended several people who would be. He also told me what to look for in a financial planner/wealth management specialist. It was incredibly helpful. Tom was great at active listening and making sure he was getting the correct information from me. While other specialists I've talked to were knowledgeable, they were not as careful or thorough as Tom about making sure they understood my assets, income, living situation, and goals as Tom was.

My husband and I had a great 30-minute session with Tom. He was very thorough in understanding our…read moresituation and assessing what next steps are based on our goals. As someone who isn't particularly confident managing my personal finances, it was reassuring to have a professional like Tom take us through what we should be thinking about and how to work toward our goals. We left with some recommendations that will help us stop being ostriches and actually learn to manage better long term.

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.

Becoming spiritually connected to my finances was something I had never considered. Creating a…read morehealthy realistic relationship with money gave me the self-assurance that money is not just about money. We all know this right. Do we? Realizing that abundance and prosperity is so much more than the bottom line opened my channels into paths of certainty, with abundance. Saving money is always good, but fully understanding our life's abundance with financial and physical well-being is amazing. Denise is kind, smart, encouraging and dedicated to facilitating abundance in all of us. Thank you Denise XO

Can I give her 10 stars? Please?…read more I am a firm believer in personal development and seeking support when I feel stuck in an area of my life. But it never dawned on me to go to a money coach until a friend described Denise as an "angel" in his life. As a standard-issue American I've always had secret emotional issues with money. All I was aware of, though, was that I hadn't saved enough. But in meeting with Denise I've learned how much unhappiness I've had around money-- and I've learned that I don't have to be unhappy with it anymore. I can feel a massive burden lifting, and before Denise I didn't even know I was carrying the damn thing around! Oh, and yes, I know I'll get the whole saving issue licked as well. Denise is in a class of her own. She truly is magical, an angel. And she's incredibly informed, expert and professional. I wish the other people I've gone to in my life were half as effective and Denise, but they weren't even close. If anything I've said resonates with you, do NOT hesitate to see Denise! You won't be sorry, I promise. One more thought: I was surprised that Denise had so few reviews here, especially given her stellar reputation and how long she's been in business... And then I noticed how embarrassed I was at the thought of publicly admitting that I'm seeing a money coach. Nobody admits to needing help with money, and everybody that I know well admits privately to having a miserable relationship with it! So please don't assume that, because Denise only has two reviews, she isn't as great and successful as she actually is. :-)

really bad experience, agent has no experience and has a very rude way to answer the phone, i…read morerecommend going else where, and get your moneys worth,thanks

Brian Wong has been our financial advisor for the last 20 years or so. We have done well with him…read more We started with him before he was at Wadell & Reed and he recently moved to Red Tower Advisors / LPL Financial in San Mateo. We have talked with Brian twice this week as thanks to stupid Donald Trump we see the market sliding downhill. This is one of our retirement nest eggs and he is helping us protect it.

Aaron has been an excellent guide during this difficult time in my life. Because of him I feel…read morebetter about my financial health and he has help to ease a lot of anxiety about money and my future.

Aaron has been an amazing financial advisor and a rockstar of a planner…read more He showcases his breadth of knowledge on all things finance-related when I bring up an unfamiliar topic or a confusing finance document, and he helps me understand counterintuitive financial principles, calls out my financial blind spots, and helps me see perspectives on how to approach a life/financial decision that I wouldn't have ever considered. After vetting a handful of financial advisors five years ago, I ended up choosing Aaron in large part because I value how his approach to financial planning is more than merely quantitative. Aaron spends the time to understand me, what drives & motivates me, what I want to do in life, and then he's able to craft a plan with my finances to get me to where I want to be. Because of this, Aaron never pressures or burdens me with a investment decision; he explains everything to me in a very digestible way, but defers to me for the final call. Aaron also has a very affable personality, and it's super easy to talk about anything and everything with him, which I greatly appreciate because finances permeate deeply into all aspects of life that it requires a relationship built on trust to be to share vulnerably and openly. Even as my goals and desires change, or as my family grows, Aaron pivots along with me, and he gives me the confidence to wholly entrust all my finances to him so that I can focus on the non-financial aspects of life. I'm also super thankful of Aaron's flexibility. Sometimes our conversations run long, but I never feel rushed. Other times, I'm at a crossroads with a big financial decision, but Aaron has gone above and beyond to take an impromptu phone call in order to give me the advice that helps me make the right choice. I've been recommending Aaron to anyone who asks me for a financial advisor, and will continue to do so. There's no other CFP I can envision working with!

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

I've been working with Akram at All About Your Taxes since 2021, and I can honestly say he is the…read morebest tax professional I've ever had. Before finding him, I was going to a lady in Chinatown because her prices were cheaper, but I quickly learned you get the kind of service you pay for. Mistakes were made on my taxes, and I needed someone reliable and knowledgeable to fix them. That's when I found All About Your Taxes, and Akram helped me amend the errors and get everything corrected. Since then, I've stayed with him every year because he is extremely thorough, detail oriented, and professional. The entire process is always smooth, seamless, and stress free. Akram truly goes above and beyond. He takes the time to explain everything clearly, answers all of my questions, and always acknowledges my emails. Akram gives great advice that is tailored to my situation. I always feel confident that my taxes are being handled correctly. I am so happy I found Akram and I highly recommend him and the team at All About Your Taxes.

Jeff spent a lot of his valuable time to provide me with great advice about selling my business,…read morewhen I was confused and apprehensive about the process. He is genuinely interested in helping people--even those who are not his regular clients--navigate a confusing and muddled process. I highly recommend him and his services.

Provided a lot of information snd good advice and direction for the next tax return. His staff were…read morepleasant helpful and attentive

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

We have been clients of Tony's for about 15 years & we would not trust anyone else to provide this…read moreservice. He is so knowledgeable, professional & thorough with everything he does. I can't recommend him highly enough. Thank you, Tony, for your guidance, support & efficiency.

I very rarely ever have time to write reviews. The service you receive from Tony, who knows…read moreinsurance like the back of his hand, and Ashly, who bends over backwards to assist you, is so exceptional, that I'm taking the time. Tony Uccelli, has guided our family with our medical insurance for as long as I can remember. Advising us as a small business owner, with our children when they were employed by us, then when not. Comparing plans and the best coverages as our lives have grown and changed and even with medicare and supplemental plans for my husband. Tony and Ashley will treat you like you are their most important client even when they aren't making any money from you. They have your best interest at heart, not their pockets. During what was the crazy start of "Covered California", Tony compared programs for us to choose, even though he didn't make money on one of them. I went with "Covered California" because, although not cheaper, the deductible was lower. When I had problems with that insurance company and the deductible, I called Tony's office for help to find me another insurance company so that I could please work with them again. Ashley, who is truly a saint, looked over my records, explained their was an error and would fix it for me. What? She doesn't ask questions, she fixes. She is so smart from doing this, that what would take hours, with me days, she can solve in minutes. Beyond that, she doesn't give up, she will fight for you and won't stop until there is an equitable solution. When it comes to changing insurance companies, Ashley told me, Tony will have to look at my doctors to see who has them in the plan and again give me choices which will be the best for me. I'm sure he'll offer those in which they may not make money on. Their service is so far beyond what anyone else does these days, that I'm just speechless. It was a lucky day, when I first met Tony, a luckier one when Ashley joined him. I recommend the Tony Uccelli Agency with 5 stars, if I could it would be 10 stars. Even if you don't know me, all you need to do is call them, talk to either of them, and you will be amazed with their knowledge and the recommendations they offer in handling your health insurance needs that best fit your family

As a young person a few years out of school, I was looking for an independent financial advisor who…read morecould invest money for me outside of my 401(k) contributions. I found Top Gun Financial through word of mouth and have been a client for about 4 years. Greg provides outstanding service and is always responsive to emails and calls. This is especially important because I am not local to the area. Greg keeps in touch on quarterly basis through a client newsletter, which I always read so that I can keep up with his investment strategy and what's happening in the markets. I've learned a lot, and the results have kept me a client all these years. I would highly recommend Top Gun Financial to anyone who is looking for independent financial advice.

From the owner: We manage stock portfolios for individuals providing superior investment performance and a personal…read morerelationship. We also provide financial planning and consulting services on an hourly basis.