Lily and the entire team at Guide My finance have been fantastic to work with. She manages both my…read morepersonal financial planning and our company's 401(k), and her expertise and attention to detail really stand out. Lily is always responsive, patient, and great at breaking down complex financial topics into something easy to understand. The firm itself is equally impressive--professional, organized, and clearly committed to delivering a high level of service. Everything runs smoothly, and you can tell they genuinely care about their clients and long-term outcomes. I highly recommend Lily and the team to anyone looking for reliable, knowledgeable financial advisors.

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.

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.

This company is very open to sharing their knowledge and expertise regarding solo 401ks even if you…read moredo not use their services! Their product does not quite meet my needs but well-earned 5 stars!

They know their stuff, but seem to be looking to make a quick buck off the original fee and don't…read morereally care about their customers long term. Mark Nolan set up a Roth Solo 401k for me and did a good job up front. They charge an annual fee to file for you each year. The first 3 years I was way under the minimum in my 401k and didn't need to have anything filed, so I didn't pay the annual fee to have them file. Since then I realized I did need their help badly to straighten some things out. I sent an email explaining why I didn't pay the annual fee and said I would be happy to pay for the years where they did nothing to bring my account current and would be a loyal customer. Mark's response: "Thank you, but once we resign from an account we don't take the client back." As a business owner who cares for my customers, I can't fathom treating someone like that. I guess I'm glad to have seen Mark Nolan's true colors before I paid him anymore money.

Brett Gottlieb, founder of Comprehensive Advisor, has built an amazing team of professionals to…read moresupport his business. He is very talented, extremely knowledgeable, professional, trustworthy, always responsive and the level of customer service he provides is unmatched in the industry. Brett spends a lot of time up front getting to know YOU, YOUR goals, YOUR risk tolerance, YOUR priorities, before putting together a customized strategy and investment plan to suit YOUR needs. I highly recommend Brett for ALL (or any piece) of your financial planning/management needs (financial strategy, living trusts/wills, Social Security, Medicare information, tax planning, life insurance investment, estate planning, 401k's, ROTH IRA'S, etc.). I have been working with Brett for almost 3 years, and I couldn't be happier with his management of my financial life! Now that I've retired, I have a tremendous amount of confidence in the investment strategy he has put together for me that I will be able to live out my life as I've always dreamed.

Very professional and great follow up. I've learned a lot from attending their seminar and two…read moresubsequent interviews. We are going to be starting a long relationship with this firm.

Eric has been the financial advisor for me and my wife since 2017. Our professional relationship…read morecouldn't have come at a better time, as I'd just come into a sizable amount of money after a tech IPO and need direction on how to best allocate funds. His guidance over the years has been invaluable. He's extremely personable, knowledgeable, honest and reassuring. He never pressures us into anything, and allows room us to make the right decisions for #us. His frameworks for day to day and long-term financial health and wealth management have been extremely beneficial for us. I've referred so many of my friends across various industries and economic backgrounds (tech, professional athletes, friends wanting general advice, etc) to him and they've all said the same thing: he's the real deal! I'd bet the house on WealthBuilders!

Eric is friendly, professional, and well-versed in all facets of financial planning and investment…read moremanagement. Although he is equipped and experienced to partner w/ folks who have been working with a Financial Expert their whole lives, for someone like myself who is early in my career and new to many of the topics we discuss, Eric breaks everything down so it's easy to learn and master. He goes out of his way to make himself available to answer any questions. I can't recommend Eric enough!

Although I am not reviewing as a client, I am leaving this review as a future client of Root…read moreFinancial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have "the algorithm" direct me to Root with James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review... I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor... But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though I'm not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari!

The team at Root Financial Partners are impressively knowledgeable. James has a way of making…read moreeverything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team.

I sold $100k i of stock in my Schwab acct. I bought a cashiers check at my Citibank branch. I…read moremailed it to my biz partner of over 40 years. I recd a phone call with accusatory questions from a Schwab Detective...or so he said...named Steve Gross in Colorado. I told him I didn't appreciate his questions and the check was perfectly legal. We had words. He said " If that's the way you want it !! "....then he hung up on me. The following day, all my Amazon purchases were declined. My Citibank acct was frozen..I could not withdraw one dollar nor close the acct. I am a 71 yr old senior living alone in a mobilehome. I have no living family or any friends to help me. Steve Gross is NOT a Judge...nor is he God....what legal right does he have to ruin my 50 yr record of " exceptional " credit over one phone call?!! I am waiting to hear back from my local news network who helps people in need...Mark Martin splassshhh@ icloud.com

At the start of the month I was told that it would take 14 days until they could assign someone to…read morefix an account issue. Then to fix it takes about a week. It is now the middle of the month and they are going to "try" to get it expedited by getting a fixer assigned in 7 instead of the now normal 21 days. It seems that they have a magic time machine to go backwards. This all has to do with transferring the assets in the account to my name from my deceased wife. Sooo there is no question of the outcome except this............. In the mean time the funds are not being productive for me and since Schwabb is doing this to many others how much are they increasing their own profits by collecting interest on the funds? I wonder if this is a case of incompetence or corruption? This company appears to be limping along and perhaps it is ready to go out of business.

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.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

I can't say enough good things about ABMG! They're amazing! Larry and Brianna have helped us so…read moremuch from taxes to all things finances. We would be lost without them!

I worked with many accountants over the years working in the production services business,…read moreincluding vice president of production services at Paramount Pictures . Larry Lerner stands out as my favorite of them all. He and his wonderful office staff, especially Allie, have always been professional, accessible, easy to deal with and very fair. They have always been there for me including during my recent fight with leukemia where they stepped up and made sure everything was taken care of during my illness. Fortunately, I am in remission and I look forward to many more years of dealing with a ABMG, Larry and Allie!

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.

Darren, Maria and Jessica are great. They have been helping me with my taxes for years. They are…read moreresponsive, knowledgeable and professional. I recommend !