Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

After listening to a sales pitch by this company, we had some questions so we called the local…read moreoffice. We called & called & called for an entire week only to receive a recorded message saying that "no one is available"? So we followed up with calls to 4 other offices and finally the corporate main number with the same results. WHY would anyone "trust" their assets to people who are never available???? It doesn't make any sense to ask your customers to manage your money only to find that the office is not staffed with fulltime employees. This is NOT the kind of firm we can rely on to be trusted with our investments.

From the owner: We focus on one thing--partnering with you to create a financial strategy for today and beyond…read morethat's flexible enough to change along with you. The ultimate goal? Help you identify what is important so you can achieve your goals--we're committed to being here for everything life brings your way.

Horrible service from the Emeryville supervisor, Joel Corona. Two weeks after being told Geico was…read moregoing to evaluate a phone call to determine whether my coverage had been properly explained, he hadn't done that and proceeded to mansplain about why collision coverage wasn't recommended to me. He talked over me several times and accused me of lying, all without having done any research to determine the validity of what I was saying. Do yourself a favor and avoid doing business with Geico and their Emeryville office. particularly Joel Corona.

Jacob Peters, bad insurance adjuster! Do not chose GEICO! If you had a bad experience with GEICO…read morereach out to me!

I am very satisfied with how carefully and kindly my tax return was handled. The staff are also…read morefriendly, which is why I go back every year.

I've been coming here for years! He is very knowledgeable and works fast. I wouldn't go anywhere…read moreelse. He also helped me handle an audit and it went very smoothly.

Mary is a thorough and detail oriented accountant. I've been her client for about 4 years and I…read morealways feel like I'm in the best hands. She helped me navigate the confusing financial and tax things that happens after a parent passes away, including the final tax return and how to ensure things were organized and filed correctly. Mary is also direct, to the point, and available and super responsive when I needed her. I am planning to be her client for a very long time!

Mary has prepared my tax returns for the last three years. I am so glad to have switched to…read moresomebody I can rely on to answer my questions, who responds quickly and freely offers her encyclopedic knowledge. She is so efficient, and I have absolute confidence in her.

He didn't have the space for a new client, but answered my questions and probably spent 10 minutes…read moreon the phone helping me just to be kind. It was much appreciated.

Chris has helped us with our tax returns the last couple years. I don't know how many clients he…read morehas, but he's made us feel like a top priority. He responds quickly with consistently helpful tax advice and has maximized our refunds. He has a personal touch that has made tax season smooth and stress free.

Salina was cool, made it easy and smooth. Nice clean and safe location. Just have to have patience.read more

They were friendly and even gave me advice since I had been there several times for the same thing.read more

I've used the ATM here once out of four attempts to do so. It is the closest bank to my place. This…read morebranch has been closed during posted hours multiple times. I suggest calling ahead or avoiding entirely. Today, ATM is out of order again and the branch is 'unexpectedly closed'. Several missed UPS notices peppered the front door so I suspect they've been shut for a week or so. Will they ever return? Unknown.

Not in the best area. The manager is very rude. When I went in for a suspicious message from Bank…read moreof America, they refused to look into it without an appointment. The number I saw on the suspicious message showed as a scam number from my online research, but the manager insisted that it's the right number just because it says "welcome to Bank of America" when you call it. Overall, rude manager!

I have never really had a financial education, and having ADHD has made it difficult for me to…read morelearn how to manage my money. I had a consultation with Jennifer this week and in 30 minutes, I literally understood more about my finances than in my entire life. She was so knowledgeable and yet down to earth and easy to understand. I hung up so motivated and empowered and already made significant and impactful changes! I cant recommend Modern Family Finance enough.

Writing a review for my financial planner was not on my Bingo card for my life. But when Jenni,…read moreLisa, and Cathy at Modern Family Finance are as fantastic as they are, it has to be done. To set the scene: I don't know anything about money, or the market, or really budgeting, if we're being honest. My working class family didn't know anything to teach me, and I was resistant to learning because I was sure it would mean discomfort at best and shame at worst. Luckily, opposites attract, and my spouse is a Responsible Adult who wanted to manage some inheritance in addition to our weirdly/ unnecessarily complicated financial situation. Enter: Modern Family Finance, referred to us by a friend. In my mind, they are fantastic for three main reasons. 1.) Based on what I just described, you will not be surprised to learn that I truly have no clue as to the wizardry they do with investing, but I love this. As far as I'm concerned, my accounts are like little Tamagotchis that I get to occasionally login to check and see how they're thriving. Our money is doing great, our finances are tidy, and our goals are being met! My Responsible Adult spouse DOES want to know, and Modern Family is an open book and wants to teach. Everyone wins! 2) The whole process of working together centers around YOUR particular and specific needs, goals, and personal priorities. They keep in mind both short term needs and long term visions to help you get and stay on track. I really appreciated the emotional intelligence and care Jenni brings, especially to our early meetings, and I still think about the questions she asked to help us understand our own relationships to money, and what needs to heal to move forward. They truly work with you where you are. Their approach is clearly not just about managing money, but building quality of life and empowerment. 3) They are truly the kindest people you could hope to work with. Getting me to respond to an email about life insurance or the 401K from ten years ago is like trying to put a cat in a bathtub, but somehow, miraculously, they don't judge. The team is thoroughly patient, kind, ridiculously detail oriented, and in general the most delightful people you'd hope to meet. As a queer couple navigating major life transitions, they give us clarity, patience, and structure without overwhelm. We'll be clients for life.

Mike is a consummate professional. He has a genuine interest in his clients needs and is not afraid…read moreto challenge them to take control of their finances. Mike is clearly a student of wealth management and takes his craft very seriously with an emphasis on continuing to build personal equity. We are going on 5+ years working together after Mike initially helped me with an inherited IRA and now helps me annually with various strategies like back door Roth's. He is always making recommendations about insurance, debt consolidation and future planning. I sleep better at night knowing that my family's finances are being watched over by Mike Troxell!

Dealing with financial stuff does not bring me joy, so I'm very fortunate to be able to work with…read moreMike. Not only does he know everything I need him to know, but he's easy to talk to and I never feel silly asking him questions. I don't ever want to work with anyone else!