After having several nightmare experiences with financial advisors in the past, I can't express…read moreenough how glad I am to have found Carrara! What initially stood out to me about Shival was how personal the entire experience felt. I never felt like I was simply being handed a standard investment strategy or treated like another account. He and his team took the time to understand my financial situation, my goals and priorities, and what I was actually trying to accomplish long term. As a Physician hoping to own my own practice one day, Shival custom-built a portfolio around that goal. He comes from a background in investment banking and hedge funds on Wall Street and it's clear in that he's always looking several steps ahead rather than simply reacting to what's happening in the market in current time. Have one convo with him and you'll see he's the most calm, cool, & collected fella out there. Because of his background, he's very good at breaking things down without making you feel talked down to. I always leave our conversations feeling like I understand not only what we're doing, but why we're doing it. Another major positive has been his responsiveness. When I have a question or something comes up, I know I can text him at any time (day or night!) and will get a thoughtful response. I don't feel like I'm chasing someone down or waiting weeks to get an answer. Most importantly, I trust Shival (and Tara and the whole team). They never make financial decisions feel intimidating, and I never feel pressured into doing something I don't understand. Instead, he walks me through the options, provides me with pros/cons, and helps me make informed decisions. I would absolutely recommend Carrara/Shival to anyone looking for a wealth advisor. The biggest thing for me is that I don't feel like I'm simply working with a financial company - I feel like I have an actual advisor who knows me and understands my situation, my goals, and is helping me build a thoughtful long-term financial strategy.

Carrara is big on financial wellness. I've never thought of my money in those terms before but it's…read moreactually a really unique way to track and manage my progress and financial goals. Beyond that the team is great, communication is prompt, thoughtful, and transparent. If you're looking for a dedicated advisor who actually gets it, can tailor a strategy to your real-world goals and opens doors to higher-tier opportunities, I cannot recommend Carrara highly enough. 5 stars all the way.

Very professional and friendly. I highly recommend this CPA. Very professional and friendly. I…read morehighly recommend this CPA.

Justin has been my parents' CPA for many years, and when I needed to register my new business, he…read morehad just opened his own office. I immediately trusted him with the process. As always, Justin was extremely professional, honest, and personable. He handled everything in a timely and efficient manner, making the entire process of opening my new business smooth and stress-free. Justin took the time to explain each step clearly and made sure all paperwork was handled correctly. His knowledge and attention to detail gave me great confidence throughout the process. I truly appreciate his dedication and reliability! I highly recommend Justin to anyone looking for a trustworthy and competent CPA. He absolutely deserves five stars:)

I entrusted my money with Alex, and I've been so grateful ever since. Even though it wasn't a large…read moreamount when I started, Alex--and his wife and business partner, Tori--have always treated me like I was their most important client. They're kind, professional, and truly committed to helping people succeed. Alex schedules regular check-ins, is always available for questions, and together they offer free classes on topics like investing, retirement, and Social Security--as well as thoughtful client events. When I needed help transferring funds from an old retirement account, Alex made the process seamless and stress-free. Over the years, I've seen real growth in my accounts--but more importantly, I've felt supported and genuinely cared for. That kind of trust is rare. If you want personalized, honest guidance, I wholeheartedly recommend them.

I've been working with Tori for over six years and I couldn't be happier. She takes the time to…read moreexplain everything to me in full detail and always asks if I have any questions or concerns. I'm not the most financially savvy person so it's wonderful to have someone in my corner who knows what they're doing.

Ryan is a kind, honest, and communicative financial advisor. I have recommended him to several…read morefriends and family members. He has taught us so much about money, and has really assured us that we can achieve our goals. My husband and I are both risk adverse hard-workers. We always err on the side of caution, while trying to align things to our own personal beliefs. Here are the best things about working with Ryan for almost three years: - He takes on the work of researching and organizing information for major purchases and life events. You describe your wants, needs, and concerns, and he can help guide you towards the best decisions for your family financially. He put things in visuals and charts! - He is very understanding. Personally, I don't want to invest in things that have to do with guns or war. He ensure this. - He knows a lot about trends and long term things. He's been a well-trusted financial planner for years. I trust professionals over myself in most situations, and your money is definitely something that could use a professional's opinion. Ultimately, he presents information in a non judge mental manner for you to make your own decision, but I appreciate his knowledge. - Flat Fee. That's it. He is a fiduciary and he's in the business of helping you make the right decisions. If you're on the fence, try it (if it's financially something that works for your budget and lifestyle). This is the opinion of a non financial planner investment person.

I had never had a financial planner before, and after researching/interviewing a few firms, I am…read moreglad I chose Ryan. He is a "fee only" advisor -- which means he doesn't get a commission for selling you financial products that are advantageous to him. He put together a simple, doable plan for achieving my financial goals. He clearly explained my different options, and the pros and cons of each. The way he spelled things out makes it very easy for me to focus.

Alec was very quick to respond and willing to answer my questions, no matter how basic they were!…read moreHe gave great applicable advice during a brief phone call. He is very quick and seems to be knowledgable, I would definitely recommend reaching out for his perspective and advice!

Got a meeting in with Alec and received a literal wealth of knowledge shared with me on steps to…read moretake to invest in my future as well as my son's. I appreciate the honesty and transparency from Alec as well as the step by step process he shared with me to reach my goals. If you're wondering who to speak to on investments that your current/future self will thank you for, reach out to Alec. Best to get started sooner rather than later. Thanks again Alec!!

Marco is super nice and helpful and patient and a heck of a sweet guy…read more And he knows his stuff inside and out. Easy Peasy. Take a load off of your mind and do yourself a favor.

I requested a virtual session and got an immediate message from Marco asking me to call for him to…read morebetter understand our situation. Although I didn't have enough saving to qualify for his services, he was very professional and still asked questions to help direct me in the right direction. He seemed very honest.

I had a great experience working with Mr. Na. He recently started his own firm, and you can really…read moretell he brings solid experience from working at larger firms. He is very knowledgeable and well-rounded -- whether it's tax, bookkeeping, or payroll, he's able to explain things clearly and give practical advice. I especially appreciate how patient and responsive he is, which makes the whole process much less stressful. If you're a business owner or just need help with your personal taxes, I would definitely recommend reaching out to him. It's hard to find someone who is both professional and genuinely cares about helping clients.

Evan is a reliable and knowledgeable CPA offering strong expertise in tax, accounting, and advisory…read moreservices. He is very detail-oriented, responsive, and proactive in helping clients plan beyond basic compliance. A solid choice for individuals and growing businesses seeking professional, efficient support.

Bruce has been my financial advisor for several years now and I honestly can't say how helpful he…read morehas been in my journey to financial health. With Bruce, I set up an IRA and after having my son, we put together a life insurance plan as well. Both processes were very simple and Bruce was so patient to explain everything along the way. Bruce is one of the most efficient and professional people I've had the pleasure to work with and I am excited to continue our relationship to see what my financial future holds!

They don't respond to new customer inquiry in a timely manner or in my case, at all. How are you…read moresuppose to trust somebody with your finance when the guy can't even get back to people. Poor communication skills. When you deal with people's money you gotta show you are on it.