Tom was excellent! He helped me out significantly with a 30 minute appointment to see if he and I…read morewere a good fit. Because of particulars of my case, we were not a good fit, but he recommended several people who would be. He also told me what to look for in a financial planner/wealth management specialist. It was incredibly helpful. Tom was great at active listening and making sure he was getting the correct information from me. While other specialists I've talked to were knowledgeable, they were not as careful or thorough as Tom about making sure they understood my assets, income, living situation, and goals as Tom was.

My husband and I had a great 30-minute session with Tom. He was very thorough in understanding our…read moresituation and assessing what next steps are based on our goals. As someone who isn't particularly confident managing my personal finances, it was reassuring to have a professional like Tom take us through what we should be thinking about and how to work toward our goals. We left with some recommendations that will help us stop being ostriches and actually learn to manage better long term.

I have been a Schwab customer for over 20 years and have gotten consistently excellent service at…read morethe Menlo Park branch. In the last 5 years I've set up multiple trust accounts at Schwab, including a couple of special needs trusts for relatives. There were some complicated issues, and Schwab handled them all flawlessly. I'm always impressed with the speed and professionalism with which Schwab addresses all my requests, questions and concerns. They are head and shoulders above any other financial institution I've used. Just superb. A++.

the last six months the S&P has been up about 7.6%. My money with Schwab has been -8% . Was told…read morebecause I have most in high risk. I use Robo advisor which I thought would a least keep my head above water.Only have about 100,000 in there maybe I am doing something wrong. I wI'll not let keep going in this direction.

I've had the pleasure of working with Brandon over the last year, specifically with helping me…read moreduring our company's IPO and the impact on company equity. Brandon was very helpful in providing guidance on selling strategies and gave me a plan to prepare for this recent tax season. Over the year, we also worked on a comprehensive financial plan and even went through important aspects of a first home purchase. Brandon and Diversifi Capital are very easy to work with and provide you with customized content based on your financial planning needs. I highly recommend them!

We were so lucky to find Alfred and his team at Diversifi. After years vetting various planners and…read moreadvisors, we were constantly in sticker shock at the price of hiring someone to help manage your money. I love their subscription pricing system as it allows for a monthly payment and relationship build over time, vs a huge lump sum payment that really makes you take a pause. It's pretty brilliant. The team is highly responsive and you can see they have high integrity. I just love this. Onboarding is a challenge if you have many accounts that need to be catalogued, but I have faith they'll improve the process & tools. They offer financial education via video tutorials if that's your thing, but it's not a requirement. The actual consults are organized, efficient, and down to earth in terms of financial vocab. Overall, we're very please and looking forward to working with them for many months to come. Highly recommend!

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

I've been working with Akram at All About Your Taxes since 2021, and I can honestly say he is the…read morebest tax professional I've ever had. Before finding him, I was going to a lady in Chinatown because her prices were cheaper, but I quickly learned you get the kind of service you pay for. Mistakes were made on my taxes, and I needed someone reliable and knowledgeable to fix them. That's when I found All About Your Taxes, and Akram helped me amend the errors and get everything corrected. Since then, I've stayed with him every year because he is extremely thorough, detail oriented, and professional. The entire process is always smooth, seamless, and stress free. Akram truly goes above and beyond. He takes the time to explain everything clearly, answers all of my questions, and always acknowledges my emails. Akram gives great advice that is tailored to my situation. I always feel confident that my taxes are being handled correctly. I am so happy I found Akram and I highly recommend him and the team at All About Your Taxes.

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.

Clayton and the rest of the team at Menlo Asset Management have done a truly exemplary job since I…read morebecame a client. They have helped me make sense of what had seemed like such a daunting task of getting my financial life in order. Clayton has always taken the time to listen and understand my goals and helped to develop strategies that have helped make them a reality. If you're looking for a financial advisor or to just get a second opinion on your existing investment plan, it would be well worth your time to meet with the team at Menlo Asset Management.

From the owner: Menlo Asset Management is an independent wealth management firm located in downtown Menlo Park…read more What differentiates us from other firms is that we take a holistic goals-based approach to the wealth management process. We take the time to get to know every client we work with so that we understand their backgrounds, what their primary objectives are, and then work alongside our clients to help devise strategies that are truly tailored to their specific needs. Our independence allows us to keep clients' interests at the front of all of our recommendations since we are not compelled to sell proprietary investment products.

Carrie is a great resource on all things financial. She is very personable and intelligent…read more Whatever stage you are at in your financial goals Carrie can help. Highly recommend her!

Highly recommend coach Carrie. She is incredibly patient, resourceful, kind, smart, and…read morecollaborative. We learned as a couple how to release our historical closed-minded beliefs and find new strategies to build the financial life we wanted. We have saved thousands of dollars from using Carrie's methodologies. The ROI has been astounding.

I'm not sure why this place gets such poor reviews. I typically do not come to this branch…read more However today I was downtown running errands and had to make a quick stop to take care of some transactions. Location is right on university. Parking is easy- there is a large multi story structure one block away. Front desk staff were friendly and helpful and approachable. There was no wait and they took care of my issues promptly.

If I could, I would give this place -100. It was the worst experience I've ever had, so I'm…read morecompelled to write this review in the hopes that someone will read it before going here and change their mind. I had a 1-1 appointment with a financial advisor (Courtney John) in the late afternoon. I showed up for my appointment 5 minutes before my appointment to check in. Right after I checked in, the front desk lady informed me that my advisor had been notified and that she'd be with me shortly. It was an hour long appointment, and I was waiting for the first half an hour with no updates on how much longer I had to wait. I got frustrated and left the place. Now you'd expect that they'd at least give you a courtesy call and follow up, but I got no follow-up call, and no apology for wasting my time and for their poor management. I don't think I can trust this place or their advisors with my money or any financial advice if they can't respect my time, and worse, even acknowledge their mistake. This place is horrible. Don't waste your time and energy here.

Rich Chambers has been managing my money since I was a teenager. I'm in my early 20's now and,…read morethanks to his expertise, can reliably tell an IRA from a hole in the ground. I first worked with Rich when I was looking to open up a savings account. We talked about my priorities and what I might do with the money. He was attentive, listening to my goals -- emergency funds, a new car, a down payment on a house -- and helped me figure out how much I should be saving and how. When I got my first 401k after college, he all but filled out the forms for me. We talked a lot about risk, where I was in my life and career, and took on a pretty risky set of options. When the economy collapsed and he could tell I was stressed about my barely started retirement fund taking such a hard hit, he kindly reminded me "Don't open your statements". Excellent advice for someone who won't be touching the account for another forty years. When I left the job that gave me the 401k, he coached me on setting up a rollover account so I could avoid the nasty fees ING wanted to charge. I still haven't completed the forms on that, but I promise it's on my to-do list. My grandfather died two years ago and I received an inheritance as a result. I'm looking forward in the coming months to investing that money, tapping on Rich's expertise. I was very good at saving before I started to work with Rich, but all my money was languishing in a random Wells Fargo savings account that gave me .2% a year. Now I feel secure that as I work and save, my money is going to be wisely invested and I'll be able to buy a house someday soon, and retire someday later. Rich has given me a strong sense of empowerment; not only do I know how to save money, I know how to save it well.

I've been working with Rich for a number of years. He is very easy to work with and is very…read moreinformative.His advice tends to be conservative and that is what most investors really need. Being an investment advisor is difficult since most clients expect to make money and when they don't they are unhappy. Rich helped save me from getting involved in further real estate deals prior to the "mortgage melt down". Although all my real estate continues to do well, it would have been a mistake to have invested in more real estate assets. ICM is reasonable on their fees and uses an approach that allows clients to choose from various risk tolerance portfolios. Most of the options use mutual funds balanced with other investments to better round out a largely unbalance S&P 500 index fund. Further ICM approaches these investment by using low cost or no load funds if possible. Overall, Rich and his people do a great job. I would highly recommend them. Timothy Joyce

This is my review for a bad experience I had with a financial analyst named Janet Z , her Morgan…read moreStanley office is located at 1400 Pagemill Road , Palo Alto. She's mandarin speaking , and her English is so broken that for the whole time , I always had difficulty in digesting her explanation during the discussion on the market and her investment strategy. I had to cut my finger and sacrificed With a lost of 10% from my account value in order to get out and close my account from Morgan Stanley, while this lady had managed my account for over two years of time. There hasn't been Any income gain on total of two years. Morgan Stanley and this lady have definitely made more commission income from my money Than myself. The market had actually soared strongly from the beginning of 2017 and til Oct 2018. It's unbelievable that she is "so-called a licensed financial analyst " has such poor performance on her investment strategy. She's irresponsible for my lost and she also blamed the market and her management insight when I questioned her for her incompetence. I knew I had to protect my money soon enough before she will continue to loose them. Final words , Do not use her.