I've known Amie for years as a performer, and after discovering they were also a professional…read morefinancial adviser, I jumped at the chance to meet with them. I've worked the last 15 years as a professional freelance musician and teaching artist, and had never met with a financial adviser, so I came in quite nervous, though eager to learn. Within minutes of our first session, she laid out some excellent core tenets for me to follow, assessed my financial situation, was realistic and transparent, suggested several easy steps for me to start. She did all this while being supportive and encouraging - allowing me space to drop any guilt or shame for having "started late" on things like building retirement savings and investments. She was professional, knowledgeable, kind, and followed up immediately with a write-up with action items for me. Needless to say, I feel infinitely more confident and clear on next steps, and I'm excited to continue working with her. Do yourself a favor and hire Amie for a financial planning meeting! It's one of the most important steps I took in adulthood and you won't be sorry.

My wife and I engaged Amie for financial planning help to get a sense of how far we are from…read moreretirement. We found her super nice to work with, but we also ended up feeling that the service she provided was too simple for our needs. I think the level of detail in her planning would be appropriate for someone who is new to the basics of financial planning, and could be the right choice for clients who might get overwhelmed by too many details. But we ended up not feeling confident in some of her advice because we wanted to get at the underlying details. Here is an example. Aime provided us with a financial calculator to predict whether our portfolio was sufficient to generate sufficient income for retirement. This calculator was based on a single predicted rate of return in the market. We have since learned that such calculators ignore a significant factor, called "Sequence of Return Risk", which are accounted for by other calculators. When I brought this up with Amie, she said she had no objection to us using other calculators, so long as we didn't get overwhelmed. There were a couple of other examples where we would have appreciated more detail. For example, she recommended a 100%/0% stock/bond allocation. Since this is substantially different from typical advice, it would have been nice to hear more justification than she provided. Anyway, I ended up feeling that Amie is a great resource for beginners to get their finances in order. But for people further along, where there are significant risks to making mistakes, the simplicity of her approach may be insufficient.

Samantha helped me acquire a life insurance policy after being denied coverage with several of the…read morenew online-only providers (ladder, haven). The problem was that I was an active rock climber when I started looking for insurance a couple years ago and that risk made them decline to offer coverage. This, by itself, made it harder to get a life insurance policy. I tried applying to several other life insurance companies but they all funneled me to independent brokers, who were not very helpful. Samantha was a breath of fresh air when I finally contacted her. She was quick to assess the situation and got the ball rolling with a very respectable life insurance company that was a little more lenient about rock climbing. The whole process only took a couple weeks and Samantha constantly kept me updated with the status. She's helpful, friendly, and most importantly, trustworthy. Happy I found her and I will definitely come back to her for more financial planning needs in the future.

Samantha has been managing my family's portfolio since 2018. This has been one of the best…read moredecisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our financial portfolios, where she has guided us on salary contributions to different pots (retirement accounts, college savings accounts for our kids, and stocks), she advises us on life insurance and linked us with colleagues to help with our taxes and living will. We couldn't be happier with our decision to work with Samantha and hope this can be a life-long partnership - she is very talented and astute with markets and really has our back with every decision.

I highly recommend Sean Burgess' financial planning services. I chose Sean because of his…read moreaffordable, one-hour consultation session offering. I wasn't looking to spend thousands of dollars to have a financial advisor provide ongoing money management services. I really just wanted an expert to look at my situation in detail and provide advice that I could execute on myself. That's exactly what I got, and it was an incredibly valuable hour for me. Going into our session, I felt overwhelmed and without a plan for achieving my short and long term financial goals. Sean examined my situation (via a detailed questionnaire he had me complete in advance of our meeting) and provided, in a kind and straight-forward manner, both high-level perspective and clear guidance on specific actions to take. The greatest benefit of my meeting with Sean was that I came away with a much-increased clarity of my financial picture, which improved my sense of control and reduced my stress. I wouldn't hesitate to consult him again in the future when the need arises.

It has been several years since I went to see Sean so please keep that in mind but I just came…read moreacross his Yelp profile and realized I should add a review as meeting with him has stuck with me since then. I went to see him originally as I was searching for a financial planner that would really dig into my specific situation and help me "tune" my finances. At that time I had a general idea of finances, more than most people but less than some. I had read up on compound interest, opportunity costs... blah blah... and I had been saving about 50% of my paycheck and maxing out my 401k for decades. I've also tracked my spending in Quicken for about 20 years so I have an amazingly detailed view on exactly where all my money goes. With all this data, I was looking for a partner to put things over the finish line as I wrapped up my last few years of working. So now was the time that I needed another set of eyes on my finances to put an exit plan together and double check my math. It turns out that Sean isn't the person for this type of work. Although a SUPER nice guy with a passion for helping others, his advice from our one meeting was just the very basic fundamentals of financial planning. For example, for retirement he recommended that a person have X percentage of their current salary saved for a certain number of years. This is a common boiler plate idea that is a good starting point for thinking about finances. Unfortunately, this didn't fit my goal of seeing him as I wanted to "tune" my finances, not just keep sacking away as much as possible and use an off the shelf formula to determine success. I was willing to pay for personal advice but what he offered wasn't helpful or tailored to me in any way. I pointed out that this calculation doesn't apply to me because half of my salary as well as my max 401k match shouldn't be calculated into what I need to save for retirement. Will I keep saving 50% of my income during retirement? Of course not. When I pressed him on this, he didn't seem to have an answer. There were many more examples like this where he used a very basic spreadsheet to determine net retirement needed, current savings rates... which, for the right client, would be a great place to start. I do see that some people will get real value from working with Sean because they might not understand these concepts. What I am thankful to Sean for is that he inspired me to take matters into my own hands and dig deep into this project myself so I was able to retire at 50. This wouldn't have happened if I stuck with Sean. All of the resources that Sean brings to the discussion can easily be found for free on most any 101 planning website. But, if you want someone to walk you through these new concepts, Sean is easy to talk to and pleasant to be around. I would also plan on moving on from him fairly quickly as you will be doing yourself a disservice to stick with the basics that he provides for very long. Lastly, I would echo Daniel F's review almost verbatim.

Give plenty of credits for Alex. Very patient, attentive at…read morecounter through helping my accounts.

On hold for over an hour at 0830 am, still no answer and need to make appointment for financial…read moreplanning assistance. Would give a no star.

Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.

Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.

Jason was able to make himself available to help me when I needed it the most and really gave me…read morevaluable advice to avoid a very costly financial decision. He's very knowledgeable and straight forward which I really appreciated given the circumstances. After talking to three other sources that gave me mixed and conflicting advice, Jason was able to get to the bottom of it. He's not a CPA but was able to provide me with financial advice related to taxes while also taking into account my personal investments. I recommend him to anyone needing a trustworthy financial advisor.

Jason listened to my situation and although I couldn't use his services due to my situation, we had…read morea great conversation. He had a great wealth (pun intended) of knowledge relevant to what I thought was an uncommon scenario and I wish I could have started a business relationship with him. He is what a financial advisor should be: a great listener, knowledgeable, and professional. They're also a B Corp (aka an ethical corporation) and have many services for those with a social/environmental inclination.

I went to this branch in the afternoon to drop off a rollover check. Should've been a simple…read moretransaction except I had to wait in line for almost 1/2 hour and hence very frustrated by the experience. There was no one in front of me except for a new client who wished to open an a IRA account & rollover her 401K from Citibank. This is the type of transaction that the greeter should've been able to hand off to someone else. Instead, she spent an insane amount of time helping this one client herself. After much back and forth, the greeter grabbed a laptop, set the woman down at a communal desk in the lobby, and stood next to the her to help her open the new account on the computer. She abandoned her station and completely ignored everyone waiting in line. At this point the line is already quite lengthy (about 4-5 clients, which is a long line for a normally quiet branch). Finally, a FC named Alvin came out of his office and helped me. Last time I visited the branch, I dropped off an LOA to gift some shares to a non-profit, except the wrong lot was journaled. Had I not catch the mistake, it would've cost me thousands in additional taxes. Nothing about Schwab is ever smooth or pleasant. And the fact that a client opens a new account in the lobby with zero privacy is very disturbing. I would have taken my account elsewhere a long time ago if I am not handcuffed by my employer (my 401k plan is unfortunately at Schwab).

Fast, efficient, and reliable management of customers by volume. Per usual, Schwab customers are…read morehands on and come so young as teenagers all the way to the wise and well seasoned. Staff is friendly, well trained, team oriented, and pragmatic while always professional. It speaks volumes when they can impress my young teenage son as well as my mother-in-law during the high volume seasons.

Food wasn't bad but nothing to ride home about. The mimosas are strong but still taste like orange…read morejuice so that was a plus. However, the seating arrangement was a turn off for my party. We entered and could not find a single hostess station or greeter. After wondering around we found someone who instructed us to order first then find a table. We found something upstairs but I hated feeling like I was hawking people down trying to pounce on a table lol. Additionally, because there are no dedicated servers per table you have to find someone and make it work. Also, watching servers run around randomly with food made me a little uncomfortable. I don't want my food just flailing in the wind. Overall, would I come back? Sure Would I recommend it to a friend? Not sure

Located conveniently across form the Hyatt Regency on 3rd street, this is a fantastic eatery with…read moresomething for everyone. They offer indoor, upper level, and outdoor seating. My friend and I stopped in for a late lunch, but learned they serve breakfast all day. We opted for the lunch options. I got the chicken salad with the hummus plate. WOW super refreshing after a long day of travel. The salad was packed with candied walnuts, goat cheese, and ample chicken. Sevred with a side of toast, it was excellent to dip into the hummus. This is a fantastic spot with healthy options as well as delicious cocktails. I recommended this to many coworkers staying at the hotel.

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

Working with Mike at Pixel Financial Planning was a great experience that provided me with a clear,…read morestress-free roadmap for my future. He broke down the financial impact of retiring at various stages and modeled several different age scenarios, which turned a stressful guessing game into a concrete, achievable plan. As a true fiduciary, Mike tailored every scenario to my specific goals, giving me the confidence to make informed decisions about my career timeline and exactly what my lifestyle will look like in the years to come. He also gave me great insight into tax saving strategies that I had no idea of. I would recommend Mike for anyone who needs similar planning assistance.

My wife and I wanted to know exactly what our retirement picture would look like, and what we could…read moredo today to improve our future. Mike didn't sugarcoat anything and told us what tax advantages we should be taking advantage of, the increase in savings we needed and how to make sure our money was working for us. After several meetings, I feel so much better about our situation. We actually have a plan to get us to where we want to be in retirement! We understand places where we could potentially live, travel, and plan for a fulfilling life during our next stage because we don't plan to slow down! Oh, another tidbit is Mike was very flexible in his plan. For example, we told him how important socially responsible investing was for our values. He designed a socially responsible portfolio that aligned with these goals (water funds, alternative energy, good companies overall) - no big oil, tobacco or companies that build missiles. Thanks Mike!