The BEST! I have been working with Derrick for over 10 years. He has provided me with the most…read morepersonable service ever. I feel like I am his only customer at times. If you are looking for the best quote and wonderful rates please contact him today. What are you waiting for? Why haven't you called him already :)

Derrick gave me a better understanding (the non insurance language) so that I can understand the…read morevalue of life insurance. He handled our policies well and took the time to ask questions to ensure that we had the right coverage for my property etc. Very pleased with Derrick love his straight forward.

Claudia is great. My parents had already worked with her for years. She helped them navigate a…read morechallenging system--they were renters until the day they died, without much in assets. She helped them through tax season every year so that they could continue to survive as renters, on fixed incomes, in a city catering to the wealth. I'm grateful to that. She also helped me through a very hard year after my father passed. She walked me through everything I needed to do in order to "tie things up" with the IRS in regards to his passing. She executed within the perfect balance of kindness and business. I realize she's very busy. But she always had time to answer my questions.

I emailed Ms. Fitch months ago, telling her why I wanted her help. She emailed me back -- on a…read moreSunday! -- asking for more details. When I wrote her that I wanted to reduce my taxes as a retiree so as not to have my taxes go to pay for needless wars or donations to Israel, suddenly Ms. Fitch stopped responding. Was there a connection between my reference to Israel and her sudden silence? When weeks later I contacted her again by email, she told me she was heavily invested in helping her current clients as it was tax season, but invited me to contact her after April 15th. I contacted her again late June or early July -- again by email, and she asked for my telephone number and told me we would set up a telephone interview. On the day prior to my telephone interview, Ms. Fitch emails me cancelling the appointment I had waited months to have with her, explaining apologetically that one of her clients had suffered a financial catastrophe and needed her help. By email, we made another telephone appointment for the following week. When the day and hour came for our telephone interview, Ms. Fitch was a no-show. She didn't follow-through with her commitment and I received no apology for her irresponsibility. I no longer think her initial silence or her final silence was coincidental or accidental. It was racial. * * * Later, after reading the above words I posted in a previous review and caught in her own trap, Claudia F. of Fitch Financial Advisors disingenuously wrote me at my previous review. "Charles: we appreciate your taking the time to comment. We've been back through our phone logs and notes as far as 2014, and find ... no Charles. We're sorry you had this experience with some company but apparently not with ours." No. No. No. Here's just one email Ms. Fitch sent me on June 14th, 2019. No need to go back to 2014 at all. "Hi Charles: I will call you, but I realize now that I don't have your number. Pls let me know that. And I will need to reschedule this for next week. I have a client who is in critical condition and will need to be on site at his residence center this afternoon. Time frame is unknown, so let's set this for next week, Monday or Wednesday afternoon both work. Let me know what day and time you would like. Thanks. Claudia Fitch, CFP®, EA Fitch Financial Advisors LLC 2627 Chestnut St." This is the same woman and the same organization. Deceptiveness so shallow doesn't even deserve the credit for a nice try. But thanks for the boost in proving this company lacks integrity.

"Early on I tried to work directly with my bank but I found they weren't willing to go outside…read moretheir own lending facilities to find out what the best deal for me wasI worked with FundingByRicky.com to secure what I needed at the time and at super reasonable rates"

Frank, Rimerman + Co is a bay area firm with four locations. Their office is located in the…read moreEmbarcadero One building. They provide all of the services you would expect from certified public accountants.

Screwed up my incorporation process. Cost me about $1 million when I sold my company…read more Thanks Frank Rimerman!

I'm so grateful I found Amy! Me a numbers just don't seem to gel and I've never been a great book…read morekeeper so when I decided to find one I just knew from her Yelp reviews that I was going to love her and I was right. It is such a gift to have her taking care of my books and taxes. The stress of running a business is enough as it is and to have to wear the hat of a bookkeeper on top of everything else was just too much. She has helped this stress manager manage my own stress in a better way and anybody who's looking for some stress relief, she's your gal! Not only is she an expert in her field, she is highly professional and just a delight to work with. Such a fun, sweet, genuine, caring person. I trust her with my entire business because she is truly trustworthy. I can't say enough about Amy.

Amy is awesome! We have a construction company and a community-based non-profit and she keeps all…read moreof our books straightened out! She knows all the new technology and apps that go with QuickBooks so everything is as easy as can be! She's very reasonably priced and an absolute pleasure to work with. Amy and her team are thorough, professional, and and caring with their clients. We are extremely happy to know Slater and Associates are looking out for us!

Carolyn is so helpful and we have engaged with her services twice, to purchase insurance. She makes…read moreit seamless and helped provide us with solutions that fit our family's needs.

I use Carolyn Kim's services for my health insurance. It is so convenient and comforting to have…read moresomeone guide you through the confusing world of health insurance. And her services are free! Highly recommended.

Jessica at Beam Financial helped me understand all the overwhelming details about my finances and…read moreset me on the right tracks towards financial organization and financial freedom. She not only set me up with debt repayment plans, and projected income spread sheets, but helped with with practical strategies to increase my income and create the career I dream of. Jessica has calm, knowing and understanding, that is especially reassuring when it comes to vulnerable matters such as debt and financial worth. I couldn't recommend Beam Financial enough! Nicole P.

I'm a small business owner and I have been using an old version of Quickbooks to manage my…read morebookkeeping. I knew it was time to transition to the newer version, Quickbooks Online, but I was concerned about making mistakes with the migration of my data. I also needed training and guidance to learn the newer version. I contacted Jessica, and in three, 1 hour consultations she had me up and running! You can meet with her in person, or you can use a screen sharing software called Screenhero. She was able to see my monitor and we could converse through the microphones in our computers. It was a really efficient and convenient way to "meet." The experience was really great and has given me more confidence in managing my own books. Jessica is very knowledgeable and was really nice to work with! She helped me with Quickbooks, but she also offers personal financial planning, business financial planning, accounting services, and small business coaching.

OnMarket ins has been my ins co for the past 18 years. I've always trusted them with my business…read moreneeds, Marat is more like family than "my agent".

This insurance office is outstanding! They are very professional, polite, and knowledgeable. They…read moreadvised me on what coverage I actually need based on a thorough risk analysis. Their number one concern was making sure I was protected! They are an independent agency, and have access to many insurance carriers instead of just one like most companies. They were able to search the market in order to locate me the best coverage for the best possible price! The staff at this office is outstanding! Everything is done promptly and efficiently. They totally changed my perception of what an insurance agency can be.I highly recommend people check this agency out for any of their insurance needs!