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    Synergy Financial Services

    5.0 (1 review)

    Services - Synergy Financial Services

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

    Synergy Financial Services Photos

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    Recommended Reviews - Synergy Financial Services

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    9 years ago

    Helpful 1
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    Teh Financial Coaching

    Teh Financial Coaching

    (101 reviews)

    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.

    Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

    1st United Credit Union

    1st United Credit Union

    (52 reviews)

    Proud to have been a member since I was old enough to have my own account! Fast, Friendly, and…read moreFamily-oriented is what this financial institution is all about. This location used to be its headquarters, before they moved to the glitzy & ritzy side of the East Bay - can you guess where that is?! Pleasanton! Since I work right next to this branch, it has been super-duper convenient to run all my banking errands during the week; yet alone, having the Hayward staff so vibrant & hospitable - shoutout to Brenda & the rest of the team! Super helpful & don't leave you hanging when you've got any questions/concerns you may have about your account or any information you would like to know. In addition, they also have perks throughout the year - whether it be freebies or some knick-knacks & giveaways as an appreciation to its members like me, who continue & will continue utilizing their services. They are a cash-less branch, though; meaning that you won't find the traditional teller windows here & being able to get cash on hand. They have 2 ATM machines inside that can help you deposit and/or withdraw from your accounts, in addition, to being able to check your balance, as well. They also have an outside ATM machine, just in case you're in a hurry or you come across to this branch on weekends (yep, they are closed on weekends!) - and they just installed a brand new one within this last month. Ample parking is available (they have their own lot), in addition to street parking along Amador - and its members are predominantly Alameda County employees, so make sure to acknowledge your co-workers when you see them here! Haha. Glad to be a part of the 1st USCU family that gives me a peace of mind & trust in having my finances managed by this institution.

    Went to deposit cash via ATM.... Machine malfunctioned and Janeth did her due diligence to make…read moresure my transaction completed in 24 hours. Thank you Janeth.

    Synergy Financial Services - financialadvising - Updated June 2026

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