Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

The last time I came here was LAST YEAR in 2024 and they had very WELCOMING and FRIENDLY staff. I…read morehad to take a real estate exam so they could not finish my transaction in time by noon but, they wished me all the BEST of LUCK so I came back right after I finished my exam about 15 minutes before closing! SONG OF THE DAY to play along to this YELP REVIEW: Rockin Robin by Bobby Day They remembered me and said "how did the exam go?" I said "I think it went well. I was the last person to leave the exam room." They helped finished my transactions and I loved their SNACK STATION so they noticed that I took a lot of snacks! They said "Go ahead and take as many as you want!" I returned TODAY in 2025: only to find out that the old STAFF was not here at all. Disappointedly, I went ahead to check in the snack station... I was hoping to find the great selections of snacks but, NOPE! They only had DUM DUMS and a Keurig for coffee & hot chocolate! In 2024, they use to have GRANOLA BARS, RICE KRISPIES, CHEEZ ITS, CHIPS, pastries and more! The good luck snacks that I ate before I took and passed my real estate exam last year was not there anymore. I wanted to come in and tell the old crew what a good luck charm they were! I guess they moved on to the next chapter in their lives. PARKING: PLENTY SERVICE: Anonymous

For some reason I thought they'd have an ATM here but I guess they didn't. I get that everything is…read morevirtual now for Charles Schwab but I figured I'd give it a shot to ask. The lady at the front desk was very kind and professional and explained different ways I could make deposits but in general this seemed like a place you go to for consulting/investing advice.

My Fidelity Consultant Ryan Albin was originally from the Campbell California location. He's been…read morealways warm & welcoming to me. Sucks that he transferred to San Diego, But I'm happy for him. I been loyal to him for over 7 years & when I had ZERO in my account. I actually requested to transfer & work with him remotely. That's how good he is. San Diego Fidelity you gained a wonderful GEM. Anyone reading this. ASK for RYAN ALBIN, Tell him you got referral from Francis!!

Fidelity refuses to provide my aunt with a benefit statement which she needs to apply for Aid and…read moreAttendance through the VA without a power of attorney for the agency helping her. This could cause her to be evicted from her assisted living and has caused her to incur unnecessary expenses in an already strained budget to get what she should be entitled to. STAY AWAY FROM FIDELITY

We have been working with Carl Friedemann for the past few months and are very happy. He and his…read morestaff are on top of everything and very very helpful in getting us organized and making sure all of our signatures and paperwork are complete. Carl is easy to work with, friendly and knowledgeable. We were so disorganized financially before we came to Carl, and now we are on top of all our accounts and in a much better place financially. We are feeling so much better about our financial future. Carl is easy to get a hold of and returns his calls in a timely manner. He patiently answers all our questions and never seems rushed or in a hurry to get off the phone. We highly recommend Friedemann & Associates.

Just returned from a Wilsey Asset Management Investment Symposium. We were updated on our stock…read moreholdings. The returns are looking good. But what I really like about WAM is their approach to investing. They look for a reason NOT to invest in a company. And they emphasize the long term strategy to make money-no quick rich sell here. Call for an interview. There's ZERO pressure...or just check out their radio show every Saturday morning at 8.

We have trusted Brent and Chase wi our portfolio for over 7 year, with excellent results!read more

Stay away from these guys. They have very high fees they impose on employees. After working a…read morecouple years as a contract worker with a 401(k) they took my whole account balance and gave me nothing. They "absorbed the account as a fee." There are many options out there and if you care about your employees pick one that doesn't eat their precious savings.

IPSD has been my my TPA for about 8 years. They do a great job and are always good about following…read moreup with me to make sure I have done what I am supposed to do to stay in complaince. In a busy world where many administrators wear more than one hat, they understand that my compliance is not the top of my priority, but it is for them! THANK YOU IPSD for keeping on on the straight and narrow!

I am in the Tax and Accounting business. I have over 30 years of business experience and have…read moredeveloped an excellent client base that has expanded over the years. I provide tax preparation, consulting and tax defense both for individuals, businesses and corporations. I am always searching for opportunities to provide extra services for my clients especially in the areas of wealth management and financial planning. When it comes to trust, professionalism and product knowledge in the investment field, I sent my clients to Dmitriy to explore all options when it comes to their retirement or simply for a portfolio analysis.

Dmitriy is a truly professional and caring person who puts your best interests first. He does all…read morehe can to invest your money carefully and treats it like it is his. In fact, Dmitriy sometimes cares too much for his customers and puts them ahead of his self interests. I would highly recommend trusting your finances with Dmitriy Bgatov! Matt Ficke

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.

Darren, Maria and Jessica are great. They have been helping me with my taxes for years. They are…read moreresponsive, knowledgeable and professional. I recommend !

This branch is one of THE worst Wells Fargo branches around. I am a 35+ year customer and stopped…read moreby today, late morning on a Friday, to get some cash and wanted to change the beneficiary on my one account since I will be traveling for the next month or so. Of course Wells Fargo can not make it easy like ANY other bank and let you do this simple task online, they tell you you must go in person into a branch to fill out a new beneficiary form. So while I am at this branch I ask the lame-o teller for a beneficiary change form. She asks me if I have an appointment! Appointment to fill out a short, common, every day form with one signature needed? No! Sorry, I did not see any need to make an appointment. Then she tells me there are no "bankers" there today, all day, and I should go online and make an appointment for next week. What the ...??? Sorry, I don't have time for that. Didn't realize it would take an act of God to change the beneficiary on one damn account. Lame, understaffed, lazy people in this branch. Ridiculous.

We really love our local WF branch and the great staff there. WF makes accessing and managing our…read morefunds very easy and the app is a great mobile tool with very helpful insights. Thanks folks - see you soon!

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.