Melissa is great. I found her after my accountant of almost 50 years retired suddenly. She was…read morealways there to answer questions, and my return was done quickly and efficiently. I loved working with her and would recommend her in a minute.

I love that 805 Accountant makes bookkeeping and taxes simple for the small business owner. Rarely…read moredo you get partner-level service from bookkeeping to tax planning/preparation services. Look no further for your financial needs!

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

I've had nothing but great results from my relationship with Schwab. I have a "personal " advisor…read moreand she's been very helpful.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

I engaged Bob Carey to prepare my corporate return and anticipated working with him on my personal…read morereturn as well. The corporate return was prepared accurately and within the fee range disclosed in the engagement letter, which I paid promptly. However, when I asked follow-up questions regarding differences between his methodology and that of my prior CPA, the interaction deteriorated significantly. During a phone call, he raised his voice ("I don't need to take this crap...I'm DONE, OK??"), used hostile language, and abruptly terminated the call. Within minutes, he returned my personal tax documents by email, effectively ending the engagement during filing season. While his technical work on the corporate return was satisfactory, I found the communication and professionalism during this exchange deeply disappointing. Clients transitioning from another CPA may reasonably have clarification questions, and I did not feel those were handled constructively. Others may wish to consider communication style carefully when choosing a tax professional. Now I have to find someone new right in tax season with no referrals and no smooth transition.

I was referred to Liz by a fellow hairstylist. Can't begin to describe how thankful I am that I…read morefound her. She helped me get organized with my finances and small business. She assisted me with retirement planning and saved me from paying thousands in taxes. Shes my girl!

I've been working with Mike for a couple of years now and he's given me some very good financial…read moreand marketing advice, he's even referred several clients to me for my design business. He's a very nice guy and seems like a person who really just enjoys helping people. I'm really impressed with his savvy and enthusiasm for teaching and showing people what he knows in person and through media.

Michael moved some money over for me from Fidelity and he was very helpful with the transition. I…read morewasn't getting any help from Fidelity and I wanted a local financial advisor that I could meet with and get help making decisions. I found him by going to napfa.org I was looking for a fee only financial advisor. I am happy to refer him to others as I had a very good experience.

Went to a couple financial offices to talk about starting a Roth IRA. I felt the most comfortable…read morewith LPL, they really knew what they were talking about and made me feel like i was making the right decision going with them. They have a program that involves risk and really opened my eyes about the amount of risk I'm willing to take. Anytime i have a question they're available and respond quickly which is a big plus to me. Would recommend them to any of my friends or family looking to invest!

Without notice or provocation they dumped a large amount of clients at the end of the year, leaving…read morepeople to scramble in finding new places to get their taxes done. Other CPA's I have talked to mentioned how poorly it was handled. I will never recommend them to anyone. Patrick

I give The Lynd Group my highest rating. I met Michael and Debra Mansfield 8 years ago when I began…read morelooking at my retirement savings and the best way to optimize my Social Security benefits. Michael walked me through a number of options and even met me at the SS office to guide me through my options. They have been my advisors ever since. This team of highly qualified experts operates on honesty, integrity, a sense of community and putting their clients first. You never feel pressured -- it's about service, not commission. I trust The Lynd group 100%.

Gabe listens to his customers. I have NEVER liked ANY Financial Planners. He is literally 1 in…read more1,000,000,000. You will not be disappointed for taking a meeting with him and you will definitely not be disappointed in investing in his services. Looking forward to getting rich! Thanks, Mr. Swan!

From the owner: Retirement is stressful for a person to deal with on their own, but this major life event should be…read moreeasy to navigate. With the right amount of help from the right team, planning your retirement can be made simple. When people are looking to retire and leave their careers behind, they trust Swan Retirement Planning. We are a premier retirement planning firm with more than ten years of experience in banking and finance. We help people maximize their social security, finance long-term care, and are open to having discussions about anything related to life insurance. Call us to begin your smooth retirement process!

What better review can you give someone then to say, "I trust this person with my money; and thus,…read moremy future." Well my wife and I do. Debbie and Jennie are a dynamic duo and we enjoy coming in to see them, which makes this very important process a lot less stressful and a lot more enjoyable. Whether you invest $1,000 or $100,000 they give you the same level of attention and service (trust me I know because we've been on both ends.) There are two boxes You have to check when choosing a financial planner, 1. They have to be knowledgeable 2. They have to have YOUR best interest at heart. Check and check. Check out Debbie and Jennie before you invest a dime.

Absolutely love Deb! Always helpful, honest and will make time to see you whenever you need. He…read moreassistant is fabulous as well. Highly recommend for your financial needs and retirement planning!

I can't say enough good things about this attorney. Eric Ridley has helped me more than once, and…read moreeach time he went out of his way to offer guidance, answer my questions, and follow up with me. I originally reached out when I was dealing with a debt collector who was constantly harassing me, and he took the time to explain my rights and walk me through my options. His advice made a stressful situation feel much more manageable. What stood out the most wasn't just his knowledge, but his kindness and genuine willingness to help. He took the time to talk things through with me, responded to emails thoughtfully, and made sure I understood everything without ever making me feel rushed or pressured. It's rare to come across someone who is both highly professional and truly compassionate. If you're looking for an attorney who truly cares and takes the time to support you, I would absolutely recommend Eric Ridley.

I hired Eric Ridley as my attorney because his website made the bankruptcy process seem simple and…read morestraightforward. Unfortunately, my personal experience was very different. A large portion of my debt came from my son's high school football injury and his seizure disorder, so I was already overwhelmed and going through one of the most stressful periods of my life. Instead of receiving the guidance I desperately needed, most of my case was handled by an out-of-state paralegal, and the process dragged on for over a year. The one time I spoke with Eric directly, he made a comment suggesting I "cut off" my 16-year-old son because his medical bills were too high. As a single mom with no second parent involved, I was devastated. I had no idea how I was supposed to simply stop supporting my child. That conversation left me in tears, and I eventually reported my concerns to the California Bar. Eric agreed to reimburse part of the fee I had paid. In my opinion, bankruptcy representation requires compassion, clear communication, and hands-on guidance--especially for clients dealing with medical-related debt--and I did not feel I received that. Switching attorneys was the best decision I made. I hired Karen Grant, who immediately fixed the issues, communicated professionally, and had my case filed within a month of our first meeting. This review reflects my personal experience, and I hope it helps others who may be searching for the right attorney during an already difficult time.