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

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.

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.

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I had my account in Alameda for quite a few years and was very happy with Edward Jones. Then all…read moreof a sudden, my account was transferred to the Castro Valley branch. It was downhill from there. I was told by Rosalyn's assistant that my account was non-compliant with new regulations, and that I was "required" to have a consultation with Rosalyn. When I reluctantly agreed, Ms. Antonio spent the entire time telling me that I needed to have a larger retirement, but I did not ask her opinion, and my plans for retirement are my business, unless I ask for advice. After that, when I refused a "required annual consultation" I was told to take my business elsewhere! I've never been treated so unprofessionally in my life! So I have moved my account. Really, Vanguard is a much better place for retirement accounts. The return is good and they treat their clients with respect.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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 can't say enough about this CPA. He helped me with my uncles estate and it was not easy. I will…read morecontinue to use his services and never hesitate to recommend him to anyone looking for an honest and knowledgeable CPA.

We've had four tax accountants and Robert Holmes has been the best. I trust him totally. He's…read moreaccurate, knowledgable, and accommodating. I'd recommend him to anyone.

My biggest annoyance with Mercer is that their portal support is only open until 2 PM Pacific time,…read moreMonday through Friday. This is an easy, probably not very expensive fix. The quality of your service will depend on your specific financial advisor and their support. If you have an inattentive advisor, you should request an alternate.

I had my initial conversation with Mercer today. The gentleman I spoke with was not really helpful,…read moreas i dont currently work with Mercer. Its like when I was in my 20's just starting out with TD Ameritrade and couldn't speak with anyone because I only had 25K invested. Now im in my 60's and have more but because I dont currently have my investments with them they wont give any advice. Just want to know how taking a distribution from an inherited IRA might effect my social security. They wouldnt work with me at T D Waterhouse and Mercer does want to give out any ( free advice ) is what Mr Deskin called it. Glad im with Schwab, the young man I work with there is great. SHWAB EVERYONE

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!