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    Wealthfront

    2.1 (29 reviews)
    Open 7:00 am - 5:00 pm

    Services - Wealthfront

    Investment management

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    4 months ago

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    2 months ago

    No customer service available to help if you have any questions they keep your money but no one is there to help you.

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    3 months ago

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    7 months ago

    Great savings rate, great customer service support and are always responsive with troubleshooting any issues I have! Thank you Wealthfront!

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    29 days ago

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    1 year ago

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    8 months ago

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    2 years ago

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    1 year ago

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    2 years ago

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    2 years ago

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    4 years ago

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    3 years ago

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    8 years ago

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    7 years ago

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    3 years ago

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    5 years ago

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    6 years ago

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    8 years ago

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    4 years ago

    Terrrible customer service, terrible at communicating, rude, hard to reach. Hectic interface. Terrible.

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    8 years ago

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    6 years ago

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    10 years ago

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    7 years ago

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    8 years ago

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    Diversifi Capital - Dfi Team

    Diversifi Capital

    (33 reviews)

    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!

    Tessara Wealth - Kimberly Keesler Herrera, MBA - Financial Planning Resident

    Tessara Wealth

    (27 reviews)

    We've been clients for almost 10 years and have worked with most of the firm as they've grown…read more Tessara (fka Ballast point financial planning) has been instrumental in guiding us as our income and net worth has climbed. Shawn has also been a trusted resource for referrals to other services we have hired in the Bay Area and we're so appreciative of him. Most recently, Vidalia is our lead planner and she is fantastic! She is knowledgeable, responsive and personable. I admire how she handles my questions in such a calm and composed way which I know can be challenging sometimes since I handle clients in my own career. We've "graduated" now that we have a stable financial plan but will have no hesitation becoming clients again if our planning needs change in the future.

    Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly…read morethorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will absolutely be using in the future to track our assets. Very grateful for Shawn and BPFP!

    Burlingame Wealth Management

    Burlingame Wealth Management

    (10 reviews)

    When I left the corporate world and started doing contract work on my own I wanted someone to help…read moreme grow my retirement plan. A friend recommended Dave Magnuson and I haven't looked back. Dave is incredibly smart, knowledgeable and very easy to work with. He took the time to get to know me, my longterm goals and what I was comfortable with. He is great with communication and lays out options in a way that you understand but also feel empowered as you gain more knowledge of your financial health. After seeing my retirement portfolio grow we have now added financial planning for our children. We feel so secure with Dave handling all of our family's needs. Last summer my mom retired and back we went to Dave to make sure she was making the best decisions for her life during retirement and that she would have a comfortable financial future. My mom feels very stable in the decisions they made together and so appreciates the comfort level she felt with Dave during a huge life change.

    David is exactly what I was looking for - an extremely bright guy (Stanford grad, Georgetown law)…read morewho can advise on and manage all of my financial needs. Not only can he manage IRA and other retirement accounts, he can advise on employer's 401k investment options (even though he can't manage them directly) and he can take care of estate planning and other family-related legal needs. He's super friendly and easy to talk to - not pushy or salesy, and very patient with questions. He makes complicated investment concepts easy to understand, and backs up his strategy with decades of data.

    Fidelity Investments - Hours

    Fidelity Investments

    (42 reviews)

    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.

    Lawrence Pon CPA

    Lawrence Pon CPA

    (34 reviews)

    My husband and I were referred to Larry three years ago by a real estate colleague. We had just…read morereturned from an overseas assignment. Larry asked to see our returns from the three years we were there, and then promised us over $100k he could get returned to us because of overpayments he said we made while there. The short story is that he proceeded to get us audited for all three years we lived overseas, which is still ongoing 2.5 years later and thousands and thousands of dollars out of pocket trying to fix it, not including the penalty the IRS is trying to attach to it. There is no refund, as Larry had promised us, only a horrible experience. When we were still clients Larry stopped returning our calls and avoided all communication with us. This went on for months before we finally pulled the plug with him. I have seen other reviews about the same thing happening to others. It has taken me a long time to write this but I hope we can help others avoid someone who has very poor business practices.

    We had been referred to Larry from a friend who has used him for a few years. Our initial phone…read morechat in January was great, Larry was friendly and seemed like a competent CPA. He said he could do our taxes for about $1500, which seemed a little steep but we agreed because we had just bought a home (and figured a CPA would be best to make sure we were filing correctly). This was our first experience with using a CPA. Larry had requested some documents from us, which we provided in mid-February. He said he would take a look and get back to us with any additional requests for documents. After radio silence, we reached back out in early March to check in and make sure nothing extra was needed, his response was "Will get back to you after our review." At the beginning of April, we reached back out to see if our taxes would be done by the filing deadline, or if we would need to file an extension. His response led us to believe he didn't even read the email, "I'll let you know if we need more info." We replied explicitly asking if he was going to be able to file our taxes, or if we needed to seek alternatives. He never replied. April 15th, we sent another email asking him to confirm that our taxes would be done by May 17th, this years filing deadline. He replied the next day, responding "yes it will. Just a crazy tax season this year with changes in the middle of the tax season!" Well, you can probably guess where this is going. We emailed him this morning (May 17th) as we had not heard anything for a month. He responded, "I am double checking, I misplaced the password for your W2s." I wish I was joking. He followed up about 15 minutes later with another email requesting 1098 and 1099 forms. I really wish I was joking. Needless to say, our confidence and trust in Larry was shattered. We hopped on TurboTax and filed our taxes in about 3 hours this morning, something Larry Pon, a Certified Public Accountant, couldn't accomplish over the course of 5 months.

    Wealthfront - investing - Updated August 2026

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