I specifically worked with Amie…read more 15/10 recommendation. The first time we spoke, around a year and a half ago, Amie (gently) turned me away and shared her free PDF as a resource to get a better handle on my finances before I paid for her services. I feel like most places would have taken my money and not have put my best interest first so that was really surprising and honestly, solidified my interest in working with her. She has a really good character! A couple of months ago, we met for the second time and I had paid off all of my debt and had an emergency savings, so we agreed to move forward with the final call & financial plan! I feel a lot more confident about retirement and that I'm making the right choices with my money. Amie is very kind and straightforward, and also happy to answer any questions! I am 25 so I had a lot of questions haha. My only regret is that I did not know about a financial planner when I was younger. Had I had seen Amie at age 20 or 21 I feel like I would be in an even better financial situation. Again, I highly recommend Amie and can only imagine that the others who work at Lulafinancial are just as great!

I've known Amie for years as a performer, and after discovering they were also a professional…read morefinancial adviser, I jumped at the chance to meet with them. I've worked the last 15 years as a professional freelance musician and teaching artist, and had never met with a financial adviser, so I came in quite nervous, though eager to learn. Within minutes of our first session, she laid out some excellent core tenets for me to follow, assessed my financial situation, was realistic and transparent, suggested several easy steps for me to start. She did all this while being supportive and encouraging - allowing me space to drop any guilt or shame for having "started late" on things like building retirement savings and investments. She was professional, knowledgeable, kind, and followed up immediately with a write-up with action items for me. Needless to say, I feel infinitely more confident and clear on next steps, and I'm excited to continue working with her. Do yourself a favor and hire Amie for a financial planning meeting! It's one of the most important steps I took in adulthood and you won't be sorry.

Samantha has been managing my family's portfolio since 2018. This has been one of the best…read moredecisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our financial portfolios, where she has guided us on salary contributions to different pots (retirement accounts, college savings accounts for our kids, and stocks), she advises us on life insurance and linked us with colleagues to help with our taxes and living will. We couldn't be happier with our decision to work with Samantha and hope this can be a life-long partnership - she is very talented and astute with markets and really has our back with every decision.

I have been a client of Samantha for many years now. She is amazing. I cannot imagine working with…read moreanyone else. She is highly knowledgeable. I can vouch for every 5 star reviews. Thank you Samantha.

I highly recommend Sean Burgess' financial planning services. I chose Sean because of his…read moreaffordable, one-hour consultation session offering. I wasn't looking to spend thousands of dollars to have a financial advisor provide ongoing money management services. I really just wanted an expert to look at my situation in detail and provide advice that I could execute on myself. That's exactly what I got, and it was an incredibly valuable hour for me. Going into our session, I felt overwhelmed and without a plan for achieving my short and long term financial goals. Sean examined my situation (via a detailed questionnaire he had me complete in advance of our meeting) and provided, in a kind and straight-forward manner, both high-level perspective and clear guidance on specific actions to take. The greatest benefit of my meeting with Sean was that I came away with a much-increased clarity of my financial picture, which improved my sense of control and reduced my stress. I wouldn't hesitate to consult him again in the future when the need arises.

It has been several years since I went to see Sean so please keep that in mind but I just came…read moreacross his Yelp profile and realized I should add a review as meeting with him has stuck with me since then. I went to see him originally as I was searching for a financial planner that would really dig into my specific situation and help me "tune" my finances. At that time I had a general idea of finances, more than most people but less than some. I had read up on compound interest, opportunity costs... blah blah... and I had been saving about 50% of my paycheck and maxing out my 401k for decades. I've also tracked my spending in Quicken for about 20 years so I have an amazingly detailed view on exactly where all my money goes. With all this data, I was looking for a partner to put things over the finish line as I wrapped up my last few years of working. So now was the time that I needed another set of eyes on my finances to put an exit plan together and double check my math. It turns out that Sean isn't the person for this type of work. Although a SUPER nice guy with a passion for helping others, his advice from our one meeting was just the very basic fundamentals of financial planning. For example, for retirement he recommended that a person have X percentage of their current salary saved for a certain number of years. This is a common boiler plate idea that is a good starting point for thinking about finances. Unfortunately, this didn't fit my goal of seeing him as I wanted to "tune" my finances, not just keep sacking away as much as possible and use an off the shelf formula to determine success. I was willing to pay for personal advice but what he offered wasn't helpful or tailored to me in any way. I pointed out that this calculation doesn't apply to me because half of my salary as well as my max 401k match shouldn't be calculated into what I need to save for retirement. Will I keep saving 50% of my income during retirement? Of course not. When I pressed him on this, he didn't seem to have an answer. There were many more examples like this where he used a very basic spreadsheet to determine net retirement needed, current savings rates... which, for the right client, would be a great place to start. I do see that some people will get real value from working with Sean because they might not understand these concepts. What I am thankful to Sean for is that he inspired me to take matters into my own hands and dig deep into this project myself so I was able to retire at 50. This wouldn't have happened if I stuck with Sean. All of the resources that Sean brings to the discussion can easily be found for free on most any 101 planning website. But, if you want someone to walk you through these new concepts, Sean is easy to talk to and pleasant to be around. I would also plan on moving on from him fairly quickly as you will be doing yourself a disservice to stick with the basics that he provides for very long. Lastly, I would echo Daniel F's review almost verbatim.

I recommend Fidelity Investments and the reason I recommended is because I tried doing investments…read morewith cash app Wells Fargo brokerage interactive brokers TD trade, E*TRADE, Coinbase, Charles Schwab, and Fidelity. This was over about 10 years during this time I observed who had the best customer service, which was at the best user and the most educational and easy to use. I found it by far. Charles and Fidelity were the best and Fidelity was better than Charles Schwab because they put information right there in front of you quite regularly and they have much better rates on certificate of deposit and they had a much better way of explaining everything right up on your phone without you having to go onto the website or anything or call and ask to speak to Customer Service . I would highly recommend Fidelity Investments for beginner or for someone who is interested in wealth management .

This morning I came to know if I can invest some money in their company …read more Because I am French but with a permanent adress ,à job and a bank accounts. The emoloye told me that I need to prove that I have the right to be in usa . If you go to the website they tell you that with a ITIN number is possible . Who lie ? If I become millionnaire it will be not with them . Not a good company. And the employe at the front desk don't know his job and he is really stupid .he needs to lie a better way or change his job ,he has nothing to do with this kind of job ,plus he is totally disrespectful . Why most of the time american have a superiority complex and treat you as a stupid man ?

Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.

Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.

Jason was able to make himself available to help me when I needed it the most and really gave me…read morevaluable advice to avoid a very costly financial decision. He's very knowledgeable and straight forward which I really appreciated given the circumstances. After talking to three other sources that gave me mixed and conflicting advice, Jason was able to get to the bottom of it. He's not a CPA but was able to provide me with financial advice related to taxes while also taking into account my personal investments. I recommend him to anyone needing a trustworthy financial advisor.

The amazing insight and advice on the tax impact on our investments helped me adjust my investment…read morestrategy. Jason was thoughtful in his approach to assessing our situation and guiding us into a more productive strategy. Innovative and knowledgeable. I can't say enough good things about them. Also I recommend checking out the tax calculator link.

Fast, efficient, and reliable management of customers by volume. Per usual, Schwab customers are…read morehands on and come so young as teenagers all the way to the wise and well seasoned. Staff is friendly, well trained, team oriented, and pragmatic while always professional. It speaks volumes when they can impress my young teenage son as well as my mother-in-law during the high volume seasons.

4.0 million gone and schwab did nothing but screw two handicapped guys…read more My father trusted Schwab with his life savings for decades. He loved his Schwab account. He developed dementia later in life, and I, his autistic son, went to Schwab to ask for help after noticing something was very wrong. Instead of helping, Schwab pretended to assist us -- dragging things out for nine months, answering slowly, all while running out the statute of limitations. When time expired, they told us they would do nothing to recover the money. Over $4 million dollars was stolen from his Schwab trust account. 140 checks were written from an account that should never have had checks written from it. My father NEVER wrote checks on his Schwab account -- he only used his Wells Fargo account to cover bills, protecting the principal at Schwab so it could generate income ($120k-$150k a year). Schwab never warned us, never protected him, and let criminals bleed the account dry. Because of Schwab's failure: My father died penniless in a public institution. I, his dependent son, ended up homeless. We were forced to pay $318,000 in taxes to the IRS and Franchise Tax Board -- for money that had been stolen. Schwab ran the clock out rather than helping a loyal client and his disabled son. They showed no ethics, no urgency, and no human decency. Trust Schwab if you want to risk your family's entire future.

Good service and food. Plenty of seating. Nice vibe. Cute decor. Order at counter and find a seat!…read moreThey're pretty prompt and really friendly.

Food wasn't bad but nothing to ride home about. The mimosas are strong but still taste like orange…read morejuice so that was a plus. However, the seating arrangement was a turn off for my party. We entered and could not find a single hostess station or greeter. After wondering around we found someone who instructed us to order first then find a table. We found something upstairs but I hated feeling like I was hawking people down trying to pounce on a table lol. Additionally, because there are no dedicated servers per table you have to find someone and make it work. Also, watching servers run around randomly with food made me a little uncomfortable. I don't want my food just flailing in the wind. Overall, would I come back? Sure Would I recommend it to a friend? Not sure

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!

Jirayr and Ryan at Citrine Capital are absolute professionals that provide the highest level of…read moreservice to their clients. I am a tax accountant and work with a number of their very satisfied clients, and would not hesitate to refer Citrine Capital to anyone looking for a qualified CFP (Certified Financial Planner). From the moment you meet either one of these gentlemen you get the immediate impression that they have their clients' best interests in hearts. They are highly responsive to their clients and professionals with whom they have mutual clients. In particular, their expertise with tech professionals and other individuals with equity positions places them at the top of their field. Will absolutely be sending referrals their way.

We absolutely loved working with Jirayr and his team. Jirayr…read morehas been everything we hoped for in a financial advisor: 1. Trustworthy and transparent. 2. Approachable, kind and understanding. 3. Knowledgeable and responsible. 4. Able to think "out of the box" and accommodating for changing needs. 5. Always available. And much more. If you want to learn how to manage your assets wisely and need help with financial planning don't hesitate, Jirayr will not disappoint.