Annette is a true pro at what she does and it reflects in her approach to her clients. She gives…read moregreat advice, looks out for her clients and I appreciate her candor and knowledge.

Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.

Just an update- Amanda Pecot has moved to the Tax and Financial Group and I have happily followed…read moreher there. The new office location is much more convenient for me. When Amanda left, I was disappointed how Guide My Finances handled the transition. My friends and I who all used Amanda were assigned to different, seemingly random advisors via email- not even worth a phone call. The new advisor (Jackie) never bothered to reach out.

Jackie has been a game-changer for our finances, tax strategy and even real estate investing. She…read moreis an expert in all three and has a unique way of communicating that makes the tech aspects of what she does approachable and understandable. I cannot recommend this company enough for all forms of financial advice!

I started working with Katy a couple months ago and am very very pleased! She is thorough,…read moreattentive, responds quickly and has held my hand the whole way. I had 1 previous advisor, he previously managed my grandmas estate that I inherited in the bay area, whom I did not care for. We are in our 30's with 2 small kids and a lot of dreams but new to money management, stocks & bonds and all it's terminology. I felt so lost but Katy made sure to take time to explain things slowly and ensure I understood fully. Highly recommend!

I would 100% recommend Mr Broadus. He was very kind and understanding. He was super patient with…read moreall my ongoing question. He explained everything to me in a way that I felt more empowered to make my decisions knowing I knew all the information. Mr Broadus returned all my calls or emails very promptly and was always polite, friendly and respectful. A+++ from me. Janeen Blackford

We have been with Scott for about 2 1/2 years now. Scott does an excellent job at explaining the…read moreoptions and the potential ramifications. We are retired and withdrawing monthly. We are very happy with the portfolio performance and especially the communication level. The plan that Scott has us in we really love. The flat fee option where Edward Jones cannot get a commission on what they sell you is an excellent option. I know that the only motivation is the benefit of the portfolio which is comforting.

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.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

Suzanne is very welcoming and put me at ease while helping me with a complicated tax issue and…read morecreate a roadmap forward. Grateful for her knowledge and efficiency getting things done.

I called Suzanne over the phone looking for a new CPA. I own and run a multi million dollar…read morerevenue company and searching for a professionally ran CPA firm. When I called her phone she answered by saying "yea" which I thought was an odd way to answer the phone. It was very muffled and sounded like she was driving. I then decided that wasn't the type of CPA I was looking for and said thank you however this isn't what I'm looking for at this time. She then proceeds to call my phone back five minutes later demanding to know why I hung up on her and I politely said again that this wasn't the type of CPA firm I am looking to hire and thanked her for her time. I again hung up the phone. I then received the attached text from her. She seems highly unprofessional and I'm glad I went with my gut instinct on the first phone call not to hire her. This is not the type of CPA I want managing my company. I'm stunned she would send a text like that. Not recommended.

Exceptional service, expert help in any situation for business or personal tax consultation and IRS…read moreform preparations. Very personable and easy to talk to.

Ria and her team at Depauw Tax has been an integral part of our little business here in Vista…read moreCalifornia since we opened six years ago. Depauw handles our payroll, business, and personal taxes. Can't say enough how much we appreciate them, they have helped me sort out business property taxes, state taxes, EDD, Federal taxes, tax planning, etc.

I'll give you my exact situation because I don't believe in hyperbole…read more I'm a disabled veteran and was paying to go to an online learning program that was supposed to give me the credentials I needed to get my foot in the door to work with animals. I knew that I was only starting for my own benefit and edification, that I am permanently disabled, so I was shopping around for a school that was online and $1000 or less so I could manage the payments. I'm not even sure at this point that the school (Career Step) is accredited properly. I'm still looking into that. At any rate, apparently this is the company that the school sold my loan to. I don't understand why and I don't understand why that is even legal. I thought I was paying the school directly, monthly. I received a payment booklet in the mail, much like one might see with a car insurance company. These people seem almost more like a bill collector. They cannot tell me who all businesses they manage or collect for. I paid (credit card auto draft) monthly for veterinary tech school. Apparently the school I used had me sign something which caused me to receive a letter later saying that I was now obligated to Monterey. Had I had a chance to read reviews here on yelp or Google I would've never went to that technical school because I'm a bachelor degree level college-educated woman, and any tech school that would use a company like this is not a legitimate school in my opinion. I'm curious as to why they have not been investigated by the Better Business Bureau, or some other entity. In fact, I just called them now to find out why they don't report monthly to the credit bureau like school loans are supposed to. My report shows that I've never had a school loan, which is a lie. This is my first and only one. But one call to their company number and I noticed that all I get is voicemail and no option to leave a message. That's not legitimate. Even if I press zero. So I wonder if they went out of business. If somebody has a legitimate number for them where a human being answers, please let me know. Thank you. As I read through their reviews, I see that most of the people are like me: They are someone who got a loan through one company, and these folks are like some sort of intermediary, with a physical address supposedly here in the States, but nowhere can go in and speak to a human being. That is not how business is done. Subpar subprime lenders are becoming this way. But my credit was good; no need for my college to sell my loan off to some sub-par company to ruin my credit and report things as late payments when it's not even a legitimate school loan. My credit report literally says that I've never had a school loan. So, that makes me also question the school that I attended. Will be having a serious talk with them also, because I did not finish the program and I was supposed to be able to go at my own pace because of my medical issues. Just be forewarned: You can get a loan through them but you may as well pay them off early with a credit card like I did because you will be dealing with a myriad of people, who are not bankers or bank representatives but just some lackey on the phone who doesn't understand why your loan just keeps going up and up and up when it's supposed to be an interest-free loan. Our government needs to shut down subpar lenders, including anything fly-by-night, 25% to thousand % interest lenders that prey upon the poor, desperate, the under-educated, or overworked. May I suggest Dave Ramsey? I am back to working his plan instead of "Worshiping at the altar of the credit score." Supposedly he is lobbying to work to shut down the payday loan, and the other subprime lenders. I've had better respect out of payday loan places; at least they answer the phone. And I have not used a payday loan lender for like a decade. I learned my lesson the hard way. Just say no! --------------------------------------------------- Update half-hour later when Maya called me back. Apparently they are on Pacific Time. She is struggling to find my loan in the system. Twenty-five minutes later we have both located my paid off account and looked at my online account payment history. I have no late payments. She found me but can't explain to me why my paid and closed loan for $1,432.59 doesn't show up on my credit report as a school loan. I paid my loan off about six months early...all she tells me is "maturity date was the 20th of each. Credit is reported to the bureau monthly." Per Maya, Customer Service Representative.

SCAM ALERT! SCAM ALERT! SCAM ALERT! SCAM ALERT! These people…read moreare very unresponsive and only want your money. They will do nothing for you, ignore request, and continuously make harassing phone calls during the day, at night, and even on holidays. There are plenty of other financial loan institutions that can help you. You don't need help like this. They will not support you.

I came to Jeff during Open Enrollment via google search hoping to find something more affordable…read morethan the $400+ plan I was in. He was excellent at explaining the process and our communication was very easy via email and texts. AND he was able to get me into the new plan within 3 business days. I'm very grateful and highly recommend.

Jeff Babcock and his company has really helped our family, including my wife, son, and myself on…read moremedical insurance programs. His friendly guidance has helped us reach the best solution and choice for our needs. I would say that he is "THE BEST IN THE WEST" !!! Ron S.