My hubby and I finally started to think about planning for our financial future last year. We…read morefound Michelle through a referral after interviewing 3 other financial advisors. I can honestly say, a year later, that we made the absolute right decision! Michelle takes a holistic approach to your finances. She's not just trying to sell you investments. She had a frank discussion with us about our household budget (or at the time, lack of one). She thoroughly reviewed our current state of affairs, and helped us make decisions about how to maximize what we have and plan for our future. It is SUCH a huge relief to have her on our side. We are in a much better financial position than we were a year ago, and that is in great part to Michelle's advice and guidance.

I'd like to second the positive reviews already posted here -- Michelle and Gene are so helpful and…read morepatient! I needed help consolidating my 401ks from previous jobs, but didn't have the slightest clue what to do with them. Michelle walked me through all the options and explained her recommendation for me, and Gene sat with me through numerous phone calls, tracking down all the appropriate information from my old accounts and filling out the paperwork to get everything transferred. I can't thank them enough for the relief I feel getting that taken care of, and I know I'm in good hands moving forward.

I am pleased to recommend Vanessa Sisemore as a trusted insurance advisor. She is beyond caring and…read morecompassionate with her clients. Vanessa truly cares about the well-being of her clientele. She ensures that each and every person is properly covered and educated about the various options. Vanessa goes out of her way to help others. She is generous with her time and resources. I am proud to work with her and I highly recommend Vanessa.

Vanessa is a great agent. She is very responsive, always on top of things, and very nice to deal…read morewith. It is nice to know that someone has your back in the insurance industry.

Kate is wonderful. She is deft at crafting a financial plan tailored to your individual needs. I…read morehad 3 different financial advisers prior to Kate, so I know a little about the typical services of a financial advisor. Kate is not typical. Her range of financial knowledge is outstanding. I was referred to Kate after I was chosen by my family to manage my mother's finances. Kate's handling of my mother's portfolio has been excellent. Kate also helped me with my finances. As a young professional, my needs were very different than my mother's needs. This may sound cheesy, but she really does show you how to make your dreams a reality. It's because of Kate that I have been able to purchase my first home, save for retirement and recognize the value of no credit debt. I am skeptical by nature, but over the years, the advice Kate has provided me has always been right on the mark. Her fees are reasonably priced for the market and a bargain for the high caliber of service she delivers. If you are able to snag her as an advisor, consider yourself lucky.

Kate recently spoke at a Future Women Leaders event in San Francisco entitled: Personal Financial…read morePlanning 101. Just to provide some background - Future Women Leaders is a 501(c)(3) non-profit organization that enables women in the San Francisco Bay Area to further develop themselves personally/professionally- and the purpose of the event was to provide an overview of money management and to instill attendees with a feeling of empowerment so they are better able to manage their own finances. The event was sold out with a waitlist weeks prior to its occurrence - so clearly a popular topic. Kate gave a fantastic ~2 hour presentation that hit on all the major topics relating to personal finance - i.e. savings goals, insurance, retirement, taxes, debt management, etc. We asked attendees to evaluate the speaker through an anonymous survey - feedback was overwhelmingly positive. Frequent written-in comments pointed to Kate's excellent presentation skills and extensive knowledge base. Respondents also noted that they felt they had received the tools to improve their money management skills. Kate was a very warm/outgoing, intelligent and well-spoken presenter, and we are looking forward to inviting her back for future events.

Michelle Alberda's proactive approach was what first caught my attention. After hearing her present…read moreabout her business and contrasting that with our other financial advisor's approach, I was really intrigued. We have been clients for over five years now and really appreciate her dedication, attention to detail and the proverbial "thinking outside the box.." We highly recommend Michelle and her great assistant Gene.

Michelle Paxton was knowledgeable, responsive, and made the process smooth. Highly recommend!read more

If you need a pre-approval for a purchase or a cash out refinance Michelle Paxton can do it all…read more Love working with her, she is personable, friendly & very knowledgeable. Thank you for your help Michelle.

Tammy as been my Financial Advisor for the past 4 years, through the ups and downs, she as always…read morebeen there. The three words I would use to describe her are Trustworthy, Direct and Real. She is respectful of my hard earn monies. She cares about my future lifestyle. I love that. She as been there to assist with wealth building, she is great for couples just starting and for people close to retirement, who need organization. I love her green/sustainable investment options; as she says "invest in things that are aligned with your belief.

Would not recommend Deb Knowles!! My experience with her was horrible!!! She actually seemed…read morepretty nice at our first interview when she was trying to get my money.. as soon as I handed her that check she was a totally different person.. couldn't get me out of her office fast enough, totally dismissed me if I had any further questions and practically rolled her eyes at me if I did have any questions... Big mistake on my part!!

I transferred my funds to Deb after a disasterous and costly experience with a different highly…read morerespected investment company. Deb has done an amazing job of analyzing and evaluating my needs, helping me with an IRA to Roth IRA conversion, and increasing the value of my investments. I highly recommend Deb Knowles financial and investment advice.

We have had a very fulfilling experience with Carmen as our financial planner. To start with, we…read moreabsolutely love that her flat fee from the get-go covers all subsequent visits (within reason) so you can actually re-evaluate the plans you make with her based on what happens later. It is also nice that her advising is not tied to a product so that it is clear that there is no conflict of interest. On a personal basis, she's a great listener and an extremely friendly individual, a nice combination since you don't get the idea that she's providing a plan off the shelf and yet she exudes joy when the plans you develop with her bring you to your goals. She was recommended to us and since we started working with her, we've recommended her to others because of our experience. We have heard horror stories of financial planners who try to fit you to their own notions. Carmen absolutely doesn't do that.

I love Yelp - it's the perfect vehicle to shout out stellar business people so that others can…read moreconfidently benefit from them too! I cannot recommend Carmen more highly. Her work has been flawless and I continue to rely on her expertise and integrity without hesitation. I came to Carmen with such a tangled mess of inheritance accounts that I never thought they could be unraveled. Carmen diligently worked through each one until we came out with the very best possible result. She far surpassed my expectations - my family and I truly have her alone to thank for our future financial comfort. And she achieved all of this with a good natured smile and kind words. Carmen is our hero.