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!

I had my account in Alameda for quite a few years and was very happy with Edward Jones. Then all…read moreof a sudden, my account was transferred to the Castro Valley branch. It was downhill from there. I was told by Rosalyn's assistant that my account was non-compliant with new regulations, and that I was "required" to have a consultation with Rosalyn. When I reluctantly agreed, Ms. Antonio spent the entire time telling me that I needed to have a larger retirement, but I did not ask her opinion, and my plans for retirement are my business, unless I ask for advice. After that, when I refused a "required annual consultation" I was told to take my business elsewhere! I've never been treated so unprofessionally in my life! So I have moved my account. Really, Vanguard is a much better place for retirement accounts. The return is good and they treat their clients with respect.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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.

I have been working with Tiffany for 4 years on my personal finances. I can tell you straight out,…read moreI would not be where I am right now without her! I am completely organized with an excel sheet that covers incoming/ outgoing expenditures so that I am set up for recurring items, as well as prepared for one-offs. My credit cards are paid off and I have a significant sum of money in my savings (something I hadn't been able to do before). I have separate accounts such as my "weekly allowance" for things like gas, groceries, movies, etc where I can track day to day where I stand; a Vacation fund, an Emergency account, etc. It's very convenient to meet on zoom on a periodic basis to keep things lined up and flowing smoothly. The relief of knowing where I stand financially on an ongoing basis is priceless! Not to mention that she is such an easy person to work with; smart and experienced beyond general personal financial management.

Where to start? I guess by saying that Tiffany "saved" me, well she saved me loads in credit card…read morefees and saved me from so much stress! My husband had died 2 years prior and I inherited his business and some of his debt, in the grief-fog I had been making the most of those dam credit cards. I was over $100k in debt, multiple credit cards some at 30% APY and my credit score was shot. I had held off going to a financial advisor for 2 reasons - 1. I thought I knew how to get out of debt - cut up credit cards and make payments - simple (wrong). and 2. It seemed weird to spend more money when you're already in debt. But I'm so glad I did! Tiffany and her knowledge and non-judgemental approach was worth every penny (and more tbh). Tiffany provided clarity and a kick up the butt to get my debts down. Not only focusing on what I can do now, but what I can also do in the future to prevent getting in debt again. Its been over 2 years since I first met Tiffany and I can say I am debt free, credit cards are at $0 balance and low APR and my credit score is crushing it! I plan to go back to Tiffany to work on my next stage of financial growth. Do it - you will be pleased that you did!

I reached out to ScoreWell when I had an unexpected finding in my credit report. Instantly the…read moreteam, Ken and Bryan went into action and submitted the appropriate disputes and within a week all 3 agencies fixed the error. Amazing! Highly recommend!!

I want to give my sincere thanks to Ken and Bryan for helping me fix my credit reports. Even though…read moreeveryone tells me it's supposed to be easy to take my sister's items off of my credit report, it took me 3 years to get every single item off of every report. It was preventing me from achieving my own financial independence because my sister's loans on my report were impacting my ability to get accepted for a credit card. So I turned to Scorewell. Bryan helped me take off my sister's items with ease and aplomb, and Ken guided me on how to start building my credit with a secured card. Now I'm glad that I'm starting to build my credit. Thank you, Ken and Bryan, for all you do!

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!

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!!!

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Silvia is FAST. Like "blink and your W-2 is already entered" fast. On top of that, she is insanely…read morefriendly -- the kind of friendly that makes you forget you're talking about taxes and not winning a small lottery. I walked in stressed, confused, and fully prepared for emotional damage. I walked out calm, informed, and weirdly happy??? Who has that experience doing taxes?? Silvia explained everything clearly, moved with purpose, and treated me like a human instead of a number. No nonsense, no attitude, no wasted time -- just competence and good vibes. If you want your taxes done right, quick, and without questioning your life choices afterward, this is the place. I would give 6 stars if Yelp wasn't scared of greatness.

While there are some positive reviews now but don't get surprised by IRS letters a few years later…read more(see the photo), I had a very different and costly experience. Despite being told my 2019 tax returns were handled and filed by Jonathan (See photo), I discovered in 2024 via an IRS letter that they were never actually filed. After confirming this with the IRS, I had to hire a CPA to resolve the issue, resulting in significant penalties and interest. Also spending time and effort for this mess. I spent a lot of time speaking with the IRS many times. Avoid this company at all costs. I dealt with Jonathan, Samantha, Silvia, and Mason, all of whom were unresponsive and unprofessional. After dozens of calls and emails, they finally refunded my filing fee ($1500) but refused to cover the heavy penalties and interest their negligence and obvious fault caused me. I hired the lawyer to file lawsuit and will also report them to the IRS. I am also in contact with other victims of not filing (listed below) to join my lawsuit. My lawyer told me that they had multiple businesses with bad reviews and reputations in LA before they started business in Norand California. Don't let them scam you too. AVOID HERE. I will post my progress of my actions. Please see reviews from these people Jessie S review from Jun 13 2024. Zhang D from May 08 2023 Susan M from Oct 2 2022 Nunya S from Apr 24, 2021