I paid Brandi lots of money. She sent me aggressive all caps emails. She gave me homework, I…read moresubmitted it and then she schedule a one hour meeting where she reviewed it in front of me. I had big questions about long term investments and she told me I could save money by changing my cell plan. She came recommended from a friend, but my experience was nothing short of disappointing. The entire time we worked together she made me feel like I was lucky and she was doing me a big favor. She has some formula with some pretty antiquated forms. . I regret working with her.

Vincenzo is a God-Send! He went that extra mile beyond what…read morewe expected, always looking after us and jumped through many hoops to get us our loan. We really lucked out having him as our broker. I can't say enough about the excellent service and such a friendly and hospitable person to work with. My hat is off to you Vincenzo!

There are few people that I trust with the most important elements in my life that I simply cannot…read moredo myself, but are essential to my wellbeing: my hairdresser and my financial advisor. I've had the opportunity to work with Dave Carroll on devising a financial strategy for my business, and trust him immensely. He is a professional that knows his industry so well, he can explain it to non-financial gurus, such as myself, in a way that not only makes perfect sense, but also gets me jazzed about the possibilities that exist in my financial future. Even better, Dave is fair, honest, and does not throw in any surprise fees or confusing financial commitments. He can provide you with a full picture of your finances and help you navigate through your choices with an educated mindset. I highly recommend him to anyone seeking personal or professional financial advice and guidance.

Dave Carroll brings confidence, knowledge, and experience to the critical and often confusing task…read moreof managing financial investments. Dave keeps me in the loop with regular and personal communications. When we talk, he takes the time to make sure I understand what all of the options are and why he's recommending one over another. I trust Dave and feel so much safer with him managing my finances.

Trust. I an…read morerelatively new to Capital Advantage. When it comes to my money, to someone else managing it, what I need, what I want, is to be able to trust. To trust the integrity above all. Trust the knowledge. Trust the expertise. Trust the service, the responsiveness. Trust the overall goodness. And I trust Capital Advantage. I trust them because my friends trust them. I have friends who have been with Capital, happily, for years. My friends trust them year after year. My friends recommend them. Recommended them to me. I trust Capital because of my experience with them. They do what they say they will do. They work hard to be sure they understand what I want and what my options are. What my needs are. They demonstrate they understand. They double check to be sure they understand. When I call, someone answers. When I e-mail some gets back to me. Quickly. I feel seen and heard and valued. But to summarize. Overall, I trust them.

I called Capital Advantage on a whim this week looking for some quick advice. The receptionist was…read morequick to tell me she'd have someone call me back later in the day. Within a few hours John gave me a call and we chatted for around 30 minutes. He gave me very sound advice and helped me feel comfortable with a big financial choice. John was great, very practical and understanding of my situation. While the timing is not right for me to use Capital Advantage right now for my financial situation I will definitely call them first thing in my future when I'm ready. Thanks again for your help, John!

My husband and I have been working with Evor and Johnny for 4 years now and couldn't be happier. We…read morefound them through a website that listed fee-only financial management firm. This appealed to us because we were looking to hire someone who would manage our investments according to what would be best for US, not where they would get the most commissions. I don't like dealing with accounting stuff and was dreading the process before our initial appointment, but they ended up making it fun for us, yes, FUN! We did some exercises that helped us define what kind of a life and future we wanted, where we saw ourselves and the process from there was pretty easy. Evor and Johnny exceeded our expectations as far as the services they provided. We were expecting someone to manage our accounts, but they went over our trust documents, disability insurance, taxes, and had great referrals to the best of people in all those areas. What I like most about working with Evor and Johnny is that they are very pleasant to deal with, easy to get ahold of and answer any questions you may have, personable, transparent, have high level of integrity, and truly care about your personal goals and future. I have been recommending them to friends and family and anyone looking for a trustworthy financial advisor.

Evor's services are great! Read my story below:…read more I met Evor doing a small construction project at his home years ago. I found out what he did for a living and we ended up talking about my investments. I could tell immediatly he was on his game. I had a hodge podge group of investments new and old both, brokerage, IRAs, Roth's, etc. that just ended up in a box - unwatched. Even though I dreaded changing all the accounts over, Evor made the process seamless! He filled out ALL the forms, made all the calls, gave me my tax info, all I had to do was sign the forms... Now I have the peace that he is taking care and watching my investments. He emails or calls me when he feels we should move money from one sector to the next, sends out an informative news letter AND I now get all my investment info in one nice package that is easy to understand. To top it off the fees he charges are very resonable. I would highly recommend his services.

In the past week, two people asked me if I would recommend a reliable and honest investment…read moreadviser, so I thought I would write a review for mine. After being a stockbroker for a decade, I learned a lot about investing. On the job training taught me many things. I learned that you have to be confident to trust your investment expert and your investment expert needs to be smart and well versed in the financial markets. Jonathan DeYoe and his team of experts continually earn that confidence from me and my family. For several years, we have been clients of DeYoe Wealth Management. Thank goodness. The team at the firm care about our portfolio as if it was their own. They are on top of things and they keep us connected. Jonathan makes sure to keep us informed of changes in the market that affect our investments. He publishes newsletters that are informative and keeps us in tune with what is going on in the world of finance. We appreciate the expertise and care the DeYoe team provides time and time again. Over the years, we have transferred our Merill Lynch personal account and opened a SEP, two IRAs and a college fund with DeYoe Wealth Management. We took our time to get to know Jonathan and his associates and we are very pleased with our professional relationship. The team at this firm is very knowledgeable and we have been happy with our rate of return and results ... even in a down market. Their choices have outperformed the S&P on a regular basis. Originally I met Jonathan at a business networking meeting (BNI) and he was introduced to me by a mutual friend and client. In the last five years, I have recommended DeYoe Wealth Management to friends and I have heard great feedback from them as well. The DeYoe investment team has a terrific track record and their excellent reputation is well deserved. So if you are confused about all of the financial information you hear on the news and read in the papers, call these guys and ask them to help you understand what is going on and to get you on the right track. They will ... cause that is what they do.

Financial Planning isn't something I'm good at... Saving money, isn't my forte! The entire aspect…read moreis daunting and overwhelming to me! I've worked with Jonathan for 5+ years. What is consistent is his honesty, sincerity, and transparency in what he does. With all the ugly news of our financial systems running aground due to lack of integrity and greed, Jonathan is a fresh breath of air. Working with Jonathan has been good for me because he's firm, but completely flexible with how he works with me. He's also very passionate about what he does and that passion really shines thru. In addition, the support staff always makes me feel warm and welcomed and part of the DeYoe Family. Jonathan is my defacto Financial Planner.

As a busy entrepreneur, it's essential to have expert help, and The Lee Accountancy provides…read moreprecisely that. They have been filling our taxes for the past few years, and I wish I found them earlier. They definitely know what they are doing, and they deliver every single time. I highly recommend them!

Mr. Lee and his team were excellent, professional, and responsive in the beginning. We were…read moregrateful for their help navigating some difficult tax situations. Unfortunately, after some rocky years followed by a few solid ones, they made huge mistakes on our taxes. It was a mess trying to follow up with different people as the office wound down and Mr. Lee retired. We've had to have another CPA fix everything.  And got to the IRS in person as well.

I highly recommend Cortland L. Golightly at Element Wealth Management as a Financial Advisor. As…read moreCo-founder and Managing Partner, Cortland brings over two decades of industry experience to his office in Walnut Creek. He serves as a compassionate and attentive partner who genuinely cares about our financial goals and has methodically tailored our accounts to meet them. As a mom, it means everything to have a trusted advisor who understands the dedication it takes to build both a stable future and a nurturing home for our family. Cortland and his team check in with us several times throughout the year to ensure my family's questions are answered and strengthens our confidence by patiently explaining financial strategies and concepts. I learn something new every time we chat with him. If you're looking for a trustworthy and dedicated financial advisor, I wholeheartedly recommend Cortland! Feel free to message me if you have further questions!

I've been working with Dustin and his team for about 5 years and I'm so glad I found him. Most…read moreadvisors will talk about your portfolio and stop there. He looks at the whole picture: investments, taxes, insurance, big life decisions, all of it, and how they fit together. He's genuinely curious about you and what you're trying to build, and he's kind about it. He's also fun to talk to, but he never wastes your time. Meetings are relaxed and get somewhere. He clearly knows the market inside and out, and he explains things in plain English so I actually understand what I'm doing with my money. If you want an advisor who's sharp, warm, and easy to talk to, call him.

We found Dustin in 2022 and haven't looked back. What sets him apart isn't just that he knows his…read morestuff, but that he actually listens and takes the time to understand our goals before he advises. He's given us helpful advice through each of our major life transitions recently: career change, a growing family, buying a house, and figuring out our retirement accounts. He's always been quick to respond and genuinely invested in getting it right for us. He also has a great sense of humor! We highly recommend Dustin to anyone looking for a dedicated, expert financial advisor.