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.

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.

Very disappointing experience. Dave promised many things the company could help me with and…read moredelivered on none of them. It felt like instead of getting help with taxes he was trying to make a mess for me with employees and the IRS. If I were any of you there are plenty of reputable accounting companies to choose from and would not waste my time with this company. They filed a corporate tax return when I was a sole prop. Gave wrong numbers of tax liability because they were unaware that we only pay sales tax in California sales not nationwide Communication was very limited and when I had questions no one seemed to have the expertise to answer them.

If I could give negative stars, I would give as many negative stars as I could! Unfortunately my…read morefamily got their personal and business taxes done with Peninsula Accounting for 6 years from 2010 to 2015. In that time, my family was told that they owed OVER $169,000.00 for federal tax returns and OVER $28,000.00 for state tax returns and I didn't even include amounts due from 2010 returns because I don't have them readily available. After switching to an EA (Enrolled Agent), we amended 3 years of taxes (I wish we could have amended more) and received refunds for overpayment of $36,726.98 from the government and $15,095 from the state of California ($51,821.98 total). Additionally, they charged us over $1,000 each year to process our taxes. Our new EA only charges us $490 each year. DO NOT USE PENINSULA ACCOUNTING!

Aaron was recommended to us by a friend when we were trying to figure out what we should be doing…read morewith our money to feel comfortable in the future. We have always been savers, but knew we weren't making the most of what we had... and we were worried that we'd never be able to retire, or even if we could survive without two huge incomes in the Bay Area. Aaron listened to all our concerns, looked at our finances, and then went over everything he'd do so we could feel comfortable about our future. He likes to say he's not a therapist, but I literally got more out of his meetings than I would with any therapy. Aaron makes you think about what's really important to you in life, and how best to use money to actually be happy. With his guidance, my husband and I are so much more comfortable with our future. Aaron is so easy to talk to and we mesh well with him. We had actually talked to another advisor before him (another recommendation), but didn't feel very comfortable with him. Every meeting we have with Aaron, we always comment how we're so glad we found him! Highly recommend!

Aaron has been an excellent guide during this difficult time in my life. Because of him I feel…read morebetter about my financial health and he has help to ease a lot of anxiety about money and my future.

Becoming spiritually connected to my finances was something I had never considered. Creating a…read morehealthy realistic relationship with money gave me the self-assurance that money is not just about money. We all know this right. Do we? Realizing that abundance and prosperity is so much more than the bottom line opened my channels into paths of certainty, with abundance. Saving money is always good, but fully understanding our life's abundance with financial and physical well-being is amazing. Denise is kind, smart, encouraging and dedicated to facilitating abundance in all of us. Thank you Denise XO

Can I give her 10 stars? Please?…read more I am a firm believer in personal development and seeking support when I feel stuck in an area of my life. But it never dawned on me to go to a money coach until a friend described Denise as an "angel" in his life. As a standard-issue American I've always had secret emotional issues with money. All I was aware of, though, was that I hadn't saved enough. But in meeting with Denise I've learned how much unhappiness I've had around money-- and I've learned that I don't have to be unhappy with it anymore. I can feel a massive burden lifting, and before Denise I didn't even know I was carrying the damn thing around! Oh, and yes, I know I'll get the whole saving issue licked as well. Denise is in a class of her own. She truly is magical, an angel. And she's incredibly informed, expert and professional. I wish the other people I've gone to in my life were half as effective and Denise, but they weren't even close. If anything I've said resonates with you, do NOT hesitate to see Denise! You won't be sorry, I promise. One more thought: I was surprised that Denise had so few reviews here, especially given her stellar reputation and how long she's been in business... And then I noticed how embarrassed I was at the thought of publicly admitting that I'm seeing a money coach. Nobody admits to needing help with money, and everybody that I know well admits privately to having a miserable relationship with it! So please don't assume that, because Denise only has two reviews, she isn't as great and successful as she actually is. :-)

From sensitive issues to annual tax filing, a great firm with great people.read more

Highly Recommend Tony V for Home Insurance! Tony was…read morefantastic to work with--professional, responsive, and genuinely knowledgeable. He took the time to understand exactly what I needed and gave me a good amount of options and suggestions. The whole process was smooth and stress-free thanks to his clear communication and attention to detail. If you want someone reliable who truly looks out for your best interests, Tony is the one.

Tony Verreos is the most efficient, relatable and professional insurance broker I've ever dealt…read morewith. I rarely write reviews, but in this case, is the least I can do. Our condo insurance company ditched us (like may others in California) and our Mortgage company bought insurance for us (only at crazy expensive rate!). Unlike any other agent I contacted, Tony searched through earth and sea to find a company willing to sell insurance to us. He spent hours doing the research on our behalf (I'm sure he didn't even came even with his commission), and this is what sets him apart from his peers. He is also an extremely nice guy, who takes his job seriously and invest in personal relationships to support his business. Highly recommend! Sergio

Glen Monroe (the founder and advisor at Monroe Wealth Management) is approachable, honest, and…read moretalented. He offers competitively priced services ranging from financial plans to ongoing asset management. He even limits himself to a manageable number of clients to ensure that all his clients get the close attention they need. My meetings and communications with him were easy and informative. It is very clear that he is qualified, experienced, and successful. I ultimately hired someone else to handle my particular situation, but I'm confident Glen would have done a great job. I'm leaving this review anyway, because I think anyone who is even remotely uncertain about their financial situation should schedule a meeting with Glen for an honest opportunity to hear how he can make it better.