Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Been going there the past 15 years and just so professional and knowledgeable and friendly.read more

They have done my taxes for over 35 years when they were located in PB. Steve retired and Andre…read morenow does mine. I haven't had a problem in the decades I've been with them.

Brian and his business are AMAZING. I initially needed Brian's services when I received a large tax…read morebill from the IRS. I made the mistake of doing my taxes on turbo tax and 2 years later owned the IRS a significant amount of money. I contacted Brian on a Saturday morning and he had responded within the hour to have a plan to fix my problem. Brian indeed saved me thousands of dollars and most important a ton of unneeded stress. This year I used him to file my 2018 taxes and it was worth every penny. Very easy online portal to upload information and necessary documents. Brian had my return completed within 2 weeks with very prompt and thorough work. I highly recommend Brian and his services. Never again will I use a cheap tax service such as turbo tax... don't make the mistake I did by using turbo tax.. rather use Brian and his services. A+ all around!

I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I have received great service from Andy Kimari at this company and highly recommend this company…read morefor all life, health and disability insurance needs. Ross C. San Diego

I was spending after tax dollars on my life insurance until I met Andy. Now I have "Key Person…read moreInsurance" that covers me for anything that prevents me from going to work and it is now paid for in pre-taxed dollars. Who would have known you could do this and get more coverage for less money each month? Andy Kimari that's who. Thanks Andy.

My wife and I got invited by Mercer advisors for dinner event for March 2023!…read moreMy wife did RSVP for that event and we got the confirmation next day via email. Next day I received a phone call from a lady named Gianna. She stated that our reservation has been cancelled. She was very rude on the phone. We are still getting emails from Mercer advisers for the event, but my wife got really upset. she doesn't want attend anymore. Looks like very unprofessional company. They have also not good reviews. Wouldn't recommend Mercer advisors company!

My husband and I could not be more pleased with Mercer Advisors. Josh, Shala and their incredible…read moreteam have guided us on everything from investment strategies to estate and tax planning. We Wish we had heard of Mercer years ago.

We started working with Jessica several years ago and it was the best decision we've made! We work…read morein the private sector and Jessica has a lot of experience with these kinds of compensation packages (stocks/RSUs etc.) something I've had issues in the past with others. I refer all my friends to her. She's also very personable and patient :)

Best tax preparation company around. Extremely efficient and on point knowledge of tax laws! I've…read morebeen blessed to have Kyle do my taxes for at least 20 years.

Fabulous personalized support!…read more I am confident Joy's dedication and competence is leading me to a debt free future.

I cannot say enough good things about Debt Free Joy and the financial coaching I've received…read more Having personalized 1:1 coaching made such a difference for me because it wasn't just generic advice, it was practical guidance tailored to my real life and goals. I've learned how to budget better, stay focused on debt payoff, and make long-term financial decisions with more confidence. The support is encouraging, honest, and completely judgment-free, which made it so much easier to stay consistent. The accountability alone has been worth it. If you need help getting your finances organized and reaching your financial goals, I absolutely recommend working with them

I called this office on June 3 to schedule a visit, I was told I needed to send my tax returns and…read morehave a phone consultation. The phone appointment was set for June 18th. Today they called and said Vickie Petix was not taking new clients and I was being referred to another accountant. I asked for the same date and time; she confirmed. I then received a callback saying she hadn't looked at his calendar and he was on vacation. I am moving and the appointment was time sensitive. I wonder if they looked at my tax returns and I don't make enough money? This office made two appointments with me and cancelled both of them. I now have no time to find another accountant before I relocate. i would strongly recommend looking elsewhere!

Started with Petix& Botte in the early 1990's. I've worked with Paul for the past 30 years. A…read morevalued partner in our lives, my wife and I. Brilliant, Reliable . His leadership has guided Petix & Botte into becoming best of class reputable firm over the past 3 decades. Petix & Botte - Professional to the highest degree. John Hitt

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.

Giving five stars and a glowing review is simply not enough to express how happy we were to work…read morewith The GreenHouse team. As first time home buyers, we had no idea where to start. We were also out of state which made everything that much more difficult. I'm a big Yelp user and relied on the hundreds of other 5-star reviews to look for a real estate company. I was so impressed with Craig and Jesse from the start. The initial call was SO organized, thorough, and personal. Not only did they give us a incredibly detailed step-by-step guide of the buyer's process, but also spent the time to learn more about us as people and what we were looking for in a home. I was surprised my how much time and energy was invested before even signing any contracts with them. After meeting with a few different teams, we chose the GreenHouse Group and 100% stand by our decision! Communication was consistently strong and we were always in contact with someone/the entire team along the way. We worked with Lori & Alexa who also helped us navigate documents and important deadlines. The GreenHouse Group has a well-designed platform to track the home buying process--making it easy to see deadlines and to-dos. We worked with Craig for our Kick-Off Tour. The GHG evaluation system for homes captured everything important to consider when purchasing a home and we learned so much about what to look for when checking out a home. Craig was straight-up, incredibly knowledgable, and clearly looking out for our best interest. He took us to see quite a number of homes that day and even had snacks and waters to keep us going! Unexpectedly, and uncommonly, we found a home from that weekend's trip we wanted to put an offer on. Craig jumped right in and guided us through the 'make-an-offer' process. He worked incredibly hard to negotiate on our behalf and was able to coordinate inspections and video walk-throughs for us when we couldn't be physically present. We were always promptly and transparently well-informed and advised. We never felt pressured or persuaded to make any decisions. Craig and the GHG team presented the facts and gave recommendations based on 20+ years of company experience--always looking out for our best interest. They were 'real' and weren't out to "sell us" on anything. Even during the rent-back process, the team coordinated with the other realtor to work with the sellers on transitions and key dates. It was super fun when Jesse and Lori were already at the house when we arrived to pick up our keys--what a thoughtful surprise! To top it off, they came with a whole container of new home goodies and essentials for us to use while we settled in (and even had some for our dog!) The care box was super useful, especially when we didn't have any of our kitchen items yet! Even after the sale and getting our keys, the GHG team is still there to answer your questions and help you out--including a list of recommended contractors and other services you might need when moving into a new home. I'm sure I am forgetting something here, but needless to say, we 10/10 recommend the GreenHouse Group to anyone looking to buy (or sell!) a home. We have no regrets and could not have asked for a better team. Thank you GHG!

Selling a home is stressful (especially for someone like me!) but Lori and Jesse made the whole…read moreprocess feel surprisingly easy. They were always available to answer questions, kept me informed every step of the way and made sure I knew what to expect throughout the process. Their advice on pricing and negotiations was spot on, and everything moved smoothly from getting my house ready to list all the way through closing. I also want to give a shoutout to their TC, Alexa. She kept everything organized behind the scenes, was always responsive and helpful, and made sure nothing slipped through the cracks. I have no doubt that her attention to detail played a big part in helping us close on time. Thank you to Lori, Alexa and Jesse in making this process feel smooth and manageable! If you're looking for a knowledgeable, responsive team to help sell your home, this is your team!