We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

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.

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.

While we didn't end up moving forward together for now, Adam really helped me clarify my goals and…read morefeel a bit more grounded as I embark on the (super overwhelming) journey of trying to understand and manage my finances. His approach is warm, patient and non-judgmental. Thank you Adam!

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

We started our investment consultation with Fidelity in February 2021 since we had 401k accounts…read morewith them. Joiya Mitchell was our consultant and she guided us into setting up our investment account and consolidating other 401k accounts with other investment firms. We had bi-monthly phone calls to current statuses of accounts and setting up the account and if we had questions. In early 2022, Joiya moved to another position and Ryan Herrera was the new financial consultant assigned to our account. We decided to consolidate Roth accounts from other firms with Fidelity and Ryan helped us with the process and we held quarterly phone calls during this year and in 2023 to discuss status and the Markets. So we recently had our first in-person meeting with Ryan at this office. The office has 6 dedicate parking spaces for customers in the building lot, which you enter on Bonita Ave. We checked in with the staff and waiting in the lobby. There's a coffee machine and canned water in a fridge and restrooms. It was finally nice to meet Ryan in person as we discussed trusts. He showed us on the Fidelity webpage as to how we can upload information and can get lawyer referrals. And of course we discussed the Markets. It was a great and beneficial visit to the Fidelity office and meet Ryan. We will visit every other appointment now.

If you're interested in trading Fidelity is a terrible custodian. They're software simply does not…read morework they've had trader pro, trader Plus and they're like basically 10 years behind interactive broker. If I could give Fidelity zero stars I would.The annoying thing is that they have this giant network of reps who claim that like oh it's really great but it's not. You're basically market blind using their inferior technology I hate them and I'm mad that I'm stuck with them because I've been with them for so long but I'm going to try to do everything I can to leave as soon as possible. I have been transferring assets and I will continue to do so. Their platform is disgraceful for such a frigging big institution who has so many assets how can they be so dumb.

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.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

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."