I wholehearted recommend Palbir to anyone looking for a financial advisor to help them meet their…read morefinancial goals. My wife and I couldn't be happier with our decision to work with Palbir. We recently worked with him to get a wholistic view of our family's finances. What we enjoyed most about working with Palbir is how personable he is and how easy it is to work with him. He's also a great listener which helps him truly understand his client's situation along with their dreams and aspirations. Conversations with Palbir felt natural. He's extremely responsive to emails. It makes getting clarification on follow up questions easy. Each time we speak with Palbir, we would walk away with realistic solutions to improve our chances of reaching our financial goals. Palbir was detailed oriented and left no stone unturned when he analyzed our situation. If we were off target in certain areas, he was quick to pin down root cause and offer practical solutions to help us improve our chances for success. As a result of the adjustments we have made per Palbir's recommendations, we are already a little closer towards achieving our goals. I would give him 10 stars if I could.

I originally hired Palbir of Smart Path Wealth management to help me evaluate whether or not I…read morecould afford to buy a house in the next few years (I'm 30). After multiple discussions, he also helped me determine what I needed to do if I want to switch careers eventually and what the options are for investing with my values in mind. I am a software engineer with little extra mental energy after I leave work, so Palbir's willingness to explain every piece of his suggestions to me as well as answer all my questions was so incredibly helpful. I would recommend Palbir to anyone who wants sound financial advice, regardless of how much background they have in finances and investments. He's a good investment.

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 have prepared the tax return for my wife and I in the past, but we began looking for an enrolled…read moreagent to start doing them. We had a meeting with Greg and discussed our situation and left him our rather simple 1040. He explained his fee schedule to which we agreed . A few weeks later we called to set up an appointment for 2025 tax preparation. Rebecca told us that we would first have to pay Greg a surprise $300 "onboarding fee". She said it was sort of an "investment by the client for the future." What?? No thanks. That's no way to do business. George Mate

Started working with Greg at Adaptax years ago. He is professional and honest with his advice.read more

My wife and I are expecting our first daughter this month, and needed to look into our options as…read moreit came to life insurance. When we first met with Scott, he gave us an easy to understand overview of all the different options that were available to us. What I liked most is that Scott took the time to understand my families needs, and consequently didn't try to push the hi-cost policies I didn't need or want (Refreshing, since every other company I talked to tried to). Rather, he gave his recommendation on reasonable policies that fit our plan, took the time to explain every detail, and he found the right company to buy them through. We will definitely be using Scott for all of our future needs.

I had a great experience working with Scott. He was professional, very friendly and personalized a…read morewhole life insurance policy to meet my needs and income. I couldn't have asked for better service or experience. Now my family is covered and I'm saving for retirement. If you're interested in life insurance or saving for the future, Scott is the man! :)

Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I have been retired for almost 10 years. A year prior to retirement, financial planning wasn't a…read morepriority. Someone referred me to Insight to Wealth for a review. Overwhelming skepticism! I was thinking I could setup my own retirement plan. The more research I did, the more worried I became. I began to imagine the tremendous effort, patience and expertise required. I asked for a plan. Enter Brian S. Brian emphasized that a hedge against inflation is key in a solid retirement plan. I didn't think of that. So, he setup a diversified plan consolidating all my IRAs and 401ks using various investments vehicles. The variety provided protection against inflation, he said. 10 years later, I am living a lot more comfortably than during my working years, thanks to Brian and his team of experts!

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

I have had the pleasure of working with Nick Adams and his team at CJM Association Services. Nick…read moreis very responsive and you can tell he cares deeply about his quality of work, and his communication with his clients, team members, and industry partners. Thank you Nick.

We've been blessed to work with Jen for a number of years as part of our HOA Management. Jen is…read morehighly responsive (always has been), has always been very helpful and has excellent customer service skills. I appreciate that she shows through her efforts how much she cars about myself, the community and our homes. Thank you Jen for being a rockstar! So glad we continue to have you with us!

Fast service. Helpful accounting services. Sean is very responsive to questions. I would recommend.read more

Sean is super quick, responsive, and helpful. I would highly recommend his service. With this…read morequarantine and extension for tax filing, somehow it slipped my mind that taxes were almost due. I greatly appreciated the fact that you could request a consultation through Yelp. I filled out the "First-Time Client Form & Quote" online, answered some questions, and got a quote shortly after submitting it. Just a FYI, minimum preparation fee if $400. But we've messed up doing our own taxes before on Turbo Tax and had to pay a hefty interest fee for our error. For that reason, I have been willing to pay more to make sure that doesn't ever happen again. My husband and I have multiple properties which is why we just don't even try to do taxes on our own anymore. With this quarantine, everything was done online and was quick. We had a meeting online, Sean set up a cloud folder for us to drop our files, and he had our tax return ready within ONE DAY! SUPER FAST! We were able to sign everything off with DocuSign. If you're tech savvy and want someone who is quick, responsive, and thorough, Sean is your guy!

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!

Sloppy financial services. Lack of attention to detail missing critical factors in planning and…read moreassisting customers in their lifetime financial planning. Be cautious in your decisions in allowing them handle your money. If you do use them get outside auditing to ensure your investments safety and planning.

I visited this branch last Friday around 4:00 PM because I was interested in opening an account…read more There were only a few people there, so I waited until someone became available. When I approached the front desk, the receptionist asked how she could help. I told her I wanted to open an account, and she asked what type. I explained that I wasn't sure and was hoping to speak with someone who could guide me through my options. She told me no one was available and that someone would call me instead. During this time, there was a man in a suit standing behind her who did not appear to be assisting anyone. The interaction felt rushed, as she quickly took my phone number and mentioned someone would contact me. I understand it was close to closing time (they close at 5 PM), but I arrived with enough time to at least schedule an appointment or receive proper assistance. It has now been a week, and I have not received any follow-up call. As someone ready to open an account and bring new business, this experience left a bad impression. Customer service and feeling welcomed matter, and unfortunately, this location did not meet those expectations.