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.

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.

We engaged Sandra for guidance on asset division and drafting the MSA for our divorce. Working with…read moreSandra was truly a gift during one of the hardest times of my life. She brought calm, fairness, and clarity to every step of the process. From the start, she stayed focused on what the California Family Code actually outlines and guided us toward solutions that were fair and reasonable. When things got tense or new demands came up, she handled them with professionalism and calm, always grounded in facts and fairness. We tried mediation and had a discouraging experience. We were skeptical about trying again, but when we asked her to act as our mediator, she completely changed that. She helped us move past our impasse in no time. No matter how many times I needed her to clarify a term, she explained everything with patience and transparency. She made sure I understood every recommendation. By the time we finalized our agreement, even my attorney had nothing to add. That's how thorough and thoughtful her work was. She made an overwhelming process feel doable and made me feel supported and seen. I wanted a fair outcome, i.e., no "winner or loser", and she was instrumental in helping us achieve that. I talk about her to anyone who asks who helped me during my divorce, and I wouldn't think twice about recommending her. I plan to work with her again as I map out my post-divorce financial plan and strategy. She's incredibly knowledgeable, honest, and compassionate. I'm so grateful we found her.

My family and I hired Sandra Giudici to provide us with some much needed financial advice. We found…read moreit easy to work with Sandra as she is extremely professional and friendly. Over the course of several months, Sandra consistently provided clear communication on a variety of complex issues in a prompt and courteous manner. Sandra has extensive knowledge of the laws governing various types of assets as well as the tax consequences of making certain decisions with a particular type of asset. Her detailed knowledge proved to be invaluable in guiding my family and me about which decisions were best to make in order to avoid generating unnecessary expenses. Without reservation, I would highly recommend Sandra to anyone who is in the process of navigating a complex financial and legal matter. Having her on your team will provide you with both the peace of mind as well as the confidence to know that you are making the best decisions given your individual circumstances.

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.

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'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!

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.

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!!!

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.

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!

Avoid PRIYA SAGAR like the plague…read more Someone at Fidelity referred me to Priya Sagar for help with broader financial strategy. We met in her office to review my portfolio and discuss where Fidelity might add value. Priya spoke at length about her managing money for clients with portfolios exceeding $100 million, and emphasized how dedicated she was to her work. We agreed on clear next steps: she would send me materials to review and a link through which I could share my portfolio details ahead of a follow-up discussion. Unfortunately, none of that happened. Her office scheduled a follow-up call, but Priya never sent the promised information. I reminded her office that I was waiting on those materials so the meeting could be productive, and they said they would follow up with her. Still, nothing came through. At that point, I decided not to continue. To me, credibility starts with doing what you say you will do. In my experience, the claims made in the meeting were not matched by the follow-through. A lot of confidence, but very little substance is just hubris.

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.