I open an account with ML. I'm supposed to call ML to move the money to their Preferred Deposit…read moreplan in order to earn the higher interest. I've called 6 times over one week and placed on hold for upwards of 15 mins. No option for a call back either. Annoying hold music. Is this their way of avoiding paying my higher interest? I will now research other banks and move my money. Update - Alex at the Concord Contra Costa Blvd. BofA branch was able to connect me. He is the only reason I don't close my account with BofA. Alex gets 5 stars. BofA gets one star.

When it comes to my family's money, I wouldn't trust anyplace else. I'm a client of Tore Saso and…read moreRob Gellman. If they recommend something to you, it's because it's what's right for your situation They have fun personalities and aren't the stuffy people you'd expect for a prestigious firm. They are extremely professional and know their stuff. Their support staff is also very prompt and knowledgable.

Mr might is one of the best accountant that I ever know, he is so talented in his job and ability…read moreto support his clients to advise them not to pay extra to IRS, Im so grateful that he's my accountant

We were referred to Mr. Moe by our CPA who retired after 23 years of doing our taxes. I sent…read moreeverything to Mr. Moe on 03/24 who stated he had received everything. I emailed him on several occasions. On 04/13 he said he could not open the files because of malicious virus. though I sent him everything from my Gmail account which I have used for so many years and the same account I used to send everything to our other CPA BTW. I dropped e erything at his office on 04/13. He kept telling me we need to get an extension since the files were submitted late. On 04/14 at 8:39 pm he emailed me and said he terminated us. Thank God being a book keeper I knew several CPA's who would do our taxes which is not complicated at all and we did our taxes on 04/15.

Phil Mills State Farm, and his team are outstanding. They are responsive, knowledgeable, and truly…read morecare about their customers. Lisa is always on top of every detail, and the entire staff provides prompt, professional service. After decades with State Farm, Phil is hands-down the best--proactive, trustworthy, and especially valuable in today's challenging California insurance market. It feels great to have an agent who truly has your back. Highly recommended.

I highly recommend this team of experts. They always go above and beyond expectations. Very…read morereliable and knowledgeable team. Can't say enough great things about this team. Thank you for all you do for us Phil mills and team.

I enlisted the services of Phil and his Team to help prepare my 2012 personal tax returns as well…read moreas the returns for my very first small business. The entire Stratys team provided a level of expertise and customer service unlike any other tax service firm I have used in the past and I felt that the team was with me every step of the way. The Stratys team was unique in the the level of effort they had in communicating questions and answers for my business and myself. The Stratys team even helped my organization setup our Corporation and walkthough the challenges of a startup. It was clear that Phil has a team that is very knowledgeable and was able to address any concerns and questions I had for a multi-state return. Compared to a HR Block business, I would gladly pay again for the high quality and accurate service I received. Definitely recommended!

I consulted with Phillip for our own and my mom's income tax returns. He is excellent!…read more - Phillip is very knowledgeable and experienced. He might ask you lots of questions, but please keep in mind he is doing that to help you obtain the right tax benefit you are allow to get. - Philip is also an expert in FBAR and FATCA filing. Tax is never fun so to have someone we can trust is so important. In order to get tax done correctly , I believe you have to find the right person first. Philip is the right person! I highly recommend Stratys consulting !

I never thought I'd be reviewing an insurance company. If you know me, I'm mainly a foodie here on…read moreYelp. This could be the beginning of something special as I'm starting to realize the importance of service. There are lots of underrated businesses in the Bay Area. Is this one of them? For starters, I saw their Google reviews and there are so many good reviews. I come here and what?!? There's only 3 reviews? Then I explore deeper and I see so many "filtered" reviews here on Yelp. They're hidden gems. People's opinions masked by Yelp's unexplainable algorithm. I've been with State Farm most of my life. My previous agent Yan in San Francisco was great. I have 4 cars, home, umbrella and life. It wasn't until I moved to the South Bay and heard about Sunny Susanto's agency. She helped me understand how important it is to protect my family. I have 2 young kids, and Sunny helped me with whole life products for them. Yes, you can start life insurance early and did you know that your kids can borrow from the premiums you've built up over the years? In case you're wondering, I added an earthquake policy as I know the big one is coming. I also added the life policies for my kids along with a potential conversion of my term to whole or universal life. You can ask Sunny what they mean as I am still learning and going thru the process of converting. Sunny's agency is near my home, but I was able to do everything by phone and/or video conferencing. I still opted to visit the office and I was pleasantly surprised to see a well decorated office. When I opened the door I was greeted by Jake (the life size poster) and pleasant staff members. I forget their names, but everyone seems nice. I met my twin Victor there and he was so kind. Sunny Susanto State Farm seems like they're here to stay. There is no sales pressure and they really know their products. They have a great remote team. I transferred over here mainly because I got a good explanation of the products that my family needs.

*** UPDATE Sunny contacted me to clear things up and took…read morecare of the quote request. Always good to know business owner care enough to monitor and respond to customer feedback.

Elliott and his team are very professional and are truly dedicated to understanding their clients…read more I had a great experience with Elliott, he was straight forward and addressed my financial needs.

Elliott was an excellent resource for me. When my insurance situation changed he showed incredible…read moredepth and breadth of understanding in regards to insurance options available for me. He was reliable with follow up and most of all courteous. would recommend to anyone looking for a new insurance agent.

Great service and very informative personal! Price is right for the services! Raul is always the…read moreman to go for my tax return

They were fast, got the job done. They were a lot cheaper than many many other businesses for my…read moreslightly more complicated than normal need.

Great accounting group I used them for my business. Very helpful and professional…read more They are very quick to answer questions you have.