I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

If you're looking for an advisor, and considering making contact with Alison... make the call…read more You're going to find a completely approachable and transparent professional, and there's no reason not to explore working together. A good advisor knows how to dig beneath the money and numbers talk into the emotional realm to connect their advice to your goals and what they represent for your well-being. To do this effectively, the advisor needs to care genuinely for the people they are working with. You will understand when working with Alison that she cares - it's so obvious. Her ability to simplify complex financial concepts and provide straightforward advice is truly impressive. She has a smart approach that inspires confidence and trust, making the entire process smooth and stress-free. She makes working with her feel easy and intuitive. Highly recommended for anyone seeking a blend of expertise and personal touch in their financial advisor!

I have worked with Alison over the years on her website and branding, and more recently as a…read moreportrait photography subject. She is a pleasure to work with because she is patient and human, treating work as a relationship and not just a transaction. After including her in my Women in Finance portrait project and speaking with her more in depth about her work, it is clear to me that she really cares about her clients and their best interests-- exactly what is needed in a financial adviser.

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.

For decades I had a huge aversion to tracking and organizing my finances, both in my personal life…read moreand in my sole proprietorship. The main reason I had this aversion was a vague sense that I was probably wasting more money than I cared to admit both personally and in my professional practice, and I had shame about facing the music. The irony of course is that my aversion to facing it was making the problem much worse--which made me want to avoid the problem more, and on and on in a downward spiral. Luckily for me, one day a few years ago I was sitting in a theater waiting for the performance to start, and I happened to chat up the guy sitting next to me. At some point I asked him what he did, and he said he was a financial organization coach. A lightbulb went off in my head. This is exactly what I needed- a coach to hold my hand through the psychologically daunting task of actually facing the numbers of my personal and business expenses, tracking them, and setting up budgets. Also providing accountability that I actually do it. I asked for his card, and soon after the man from the theater, Adam Koren, gave me a very helpful and generous free initial consult. True to my pattern, I procrastinated and stuck my head in the sand for nearly another year around this issue before pulling the trigger and hiring Adam. And I am so so so glad I finally did. I started working with Adam in April, and now by early January, my life has completely transformed around this issue. I have extremely organized and well-categorized tracking in Mint, I have monthly budgets, I'm looking at comparative monthly and yearly charts, and I feel totally in charge of my personal and business numbers. Even more important, I don't feel shame about it any more! It wasn't some deep psychological process we went through (it was relatively painless) but just Adam's gentle, encouraging presence to guide me to do this each month, plus his knowledge of many of the psychological pitfalls people have around it, and his practical knowledge of tracking and budgeting, made it about as easy as it could have been for me. Plus, simply having the accountability to have to do the tracking before each call forced me to do it, rather than procrastinating as I used to. (By the way, one tip he gave me about budgeting that made it a zillion times easier for me to set up, was this: I only need to set up budgets in Mint for categories I need/want to cut down. For example, I'm trying to cut down food expenditures, so I need to set up a monthly budget for food--but I don't need to track a monthly budget for, say, clothing, because I don't spend that much on clothing and it's not something I feel I need to cut down. I still can see all my expenditures on all categories--including clothing--and each month I analyze monthly income vs. expenditures overall. But I'm only actually setting bonafide budgets for about 10 categories I've identified where I'd like to trim down. This turned budgeting from a daunting task I'd been avoiding for decades, to an easy one that is actually kind of fun for me to look at because it's not overwhelming. This is only one of many, many high-quality reframes Adam has given me.) It's only the first week in January and all my business and personal bookkeeping from last year is already done-- and I'm ready to file my Schedule C self-employed tax return. I cannot emphasize enough what a huge shift this is for me. My usual pattern for two decades has been to scramble a year's worth of expense tracking around October 7th, a week before the deadline from my inevitable extension! I would also only do business tracking, not personal, as that was what needed to be done in that week. Not this year. I just texted my tax guy, who has been used to these shenanigans from me for two decades, "Believe it or not, I'm going to file my taxes very early this year." He said, jokingly, "I'll believe it when I see it." I replied, "Well you're going to see it soon! When's your next tax appointment? I'm ready to file!" I'm saving about five hundred dollars a month now just from increased awareness about my expenses and trimming things that aren't really providing value (without feeling like I had to go on a restrictive "crash diet" around spending.) So the coaching has paid for itself just on purely financial terms. But much more important to me, I feel like decades of shame has been lifted from me around this issue. A huge weight has been taken off my shoulders by transforming financial disorganization into organization, and I feel like so much mental and emotional bandwidth has been freed up just by handling this one area of my life. I am so glad I chose that seat in the theater! I shudder to think how I might have never solved this problem for the rest of my life, had I chosen just one seat away. If you struggle with the same issue I did around financial disorganization, I can't recommend more highly that you work with Adam right away.

I had a great time working with Adam. During the complimentary initial session, we went over…read moreexpectations to make sure we were a good fit, he asked me to think about why I wanted to meet with him, and I had an idea of what things I needed to do to make the most out of our next two sessions. During our two hour-long sessions, we went over my spending versus income. He helped me look at my spending from various perspectives and encouraged me to put together a budget that I feel really good about. Before coming to Adam, I was having quarterly panic attacks late at night, whenever a large bill would come in, about how I was going to get through the next few weeks. I feel much better having worked with him and feel that I have the tools to spend more responsibly, analyze my spending habits, and put together rainy day funds to plan better for the future.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

For my use, Fidelity works. I am not an active trader, so I have my finances in Fixed Income…read moreproducts (CDs and T-Bills). I found the reps are very helpful, and may I say I LOVE the feature they have for your Online Account, which is called "Money Transfer Lock" - which you set to on or off, which is a much needed extra security device.

Fidelity put me on margin I called them 24 times I never signed a legal document for margin TOLD…read moreTHEM 24 times I had to spend 5 1/2 hours going through the paperwork and going through the phone tree each time before they finally took me off. It took them three months to take me off I alleged. I'm not the only one they're doing this to I asked when I got put on they said maybe 13 years ago twice we don't really know! Fidelity said they have no Internet site for complaints and is no phone number for complaints the whole margin department is very DEVICIVE THEY DO NOT CARE ABOUT THE CONSUMER!

We're glad we connected with Faruk. His knowledge and insights have been very helpful and…read moreinformative. He's patient and takes the time to understand you and your financial situation before presenting recommendations. We would definitely recommend Faruk to anyone interested in planning for their financial future.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Professional, Knowledge, Personal. Sean's been fantastic…read more We work well together. He has a wealth of knowledge in the industry and knows the best way to explain things so that I understand. If there's ups and downs in the market, he knows how to keep me calm. If I need guidance with something more personal, for example, a new company I was considering working for, he brought valuable insight and helped me make an informed and thought through decision. Couldn't be happier.

Affinity Capital Advisors works hard to make sure our account is handled. Sean manages our account…read morewithout making me feel pressured or in the dark. He has a way of explaining everything and presenting all of our options, so we can make a confident decision. He helped make sense of our IRA's, and create a college account for our new baby. He is the best financial adviser I have ever had.

Rick Prime and his team are extremely knowledgable, professional and client service-oriented. We…read morebelieve he always has our best interests in mind, and consistently follows through in a timely, respectful manner. He is responsive, bright and very honest. A great problem-solver, and caring human being, I highly recommend his services!

You get to a certain point in your life and you realize that while you are pretty good at your job…read moreand saving money you have no idea what to do

I had a small Charles Schwab account for years. I finally cut ties with my high priced advisors and…read moremoved most of my money to Charles Schwab. They have been super helpful, while I have been taking control of my own investments. So far, so good.

I was a bit hesitant about this branch because of the reviews but since I'm a longtime client of…read morethe brokerage I decided to drop off some forms, as one of the options of submitting them. The staff was very friendly and the paperwork was checked and I was off on my way. Later that night I checked the status of my request and, to my delight, my information had already been entered -- "in progress."