I specifically worked with Amie…read more 15/10 recommendation. The first time we spoke, around a year and a half ago, Amie (gently) turned me away and shared her free PDF as a resource to get a better handle on my finances before I paid for her services. I feel like most places would have taken my money and not have put my best interest first so that was really surprising and honestly, solidified my interest in working with her. She has a really good character! A couple of months ago, we met for the second time and I had paid off all of my debt and had an emergency savings, so we agreed to move forward with the final call & financial plan! I feel a lot more confident about retirement and that I'm making the right choices with my money. Amie is very kind and straightforward, and also happy to answer any questions! I am 25 so I had a lot of questions haha. My only regret is that I did not know about a financial planner when I was younger. Had I had seen Amie at age 20 or 21 I feel like I would be in an even better financial situation. Again, I highly recommend Amie and can only imagine that the others who work at Lulafinancial are just as great!

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.

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.

MOst difficult frustrating experience i have ever had, i have yet to receive my withdrawal which…read morewas mailed 10/12 to the wrong address, returned and remailed out via regular US postal. I have spoken with several employees regarding the matter, charged a $25 fee for overnight service. yet i still have not received my withdrawal. When i spoke with the representative on 10/26 he/she stated my withdrawal was remailed via UPS and i should receive with a day or so. yet when i called on 10/27 the rep stated it went out via regular post. Not to mention the other fees. All i can get is im sorry for the inconvenience, well i am withdrawing because i need it for an emergency, depending on this company i would be dead. Not to mention all my bill are now overdue

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.

I had a one hour meeting with Sarah, and it was well worth both the time and money. Sarah has an…read morein-depth knowledge of financial planning and a great skill to explain the details. She provided me very valuable and personalized insight that I had not received with my previous financial planner. After we concluded the meeting, she sent detailed notes in addition to a simple "Action Plan" that I'm able to put into motion immediately. Lastly, I also appreciated that unlike many other Financial Planning companies, the pricing was very transparent and reasonable. I strongly recommend Sarah and Simply Financial planning!

Sara is amazing. As other reviewers have noted, she possesses in-depth knowledge of financial…read moreplanning and an exceptional ability to clearly explain complex details. She provided me with valuable, personalized insights that I hadn't received from my previous financial planner. After our meeting, she followed up with detailed notes and a straightforward action plan that I could implement right away. Her action plan helped me take real steps toward the goals we discussed, including estate planning, saving, and investing. Sarah was invaluable when it came to running quick, accurate numbers. She was thorough and thoughtful in her approach to debt management, investing, retirement planning, and all the "financial stuff" I tend to find overwhelming. As someone who feels pretty clueless about finances, I had a lot of basic questions--"When should I plan to retire? Should I buy a house or keep renting?--and Sarah responded with both sound data and reassuring guidance. After working with Sarah, I feel like I have a solid grasp of what I need to do. Highly recommend. -HMH

Good service and food. Plenty of seating. Nice vibe. Cute decor. Order at counter and find a seat!…read moreThey're pretty prompt and really friendly.

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

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.

Transamerica retirement account is by far the worst financial institute I've encountered. This…read moremorning they decided to transfer my entire retirement to another provider that I had never heard of. If I hadn't called them about a possible fraud alert, I would have not known where my retirement funds were. I still don't know how to set up an account and verify my identity with the new provider. After my previous employer asked me to close my retirement account with Transamerica (my previous employer was going out of business and could no longer pay TA fees to maintain retirement accounts). So, I submitted a rollover request. Transamerica lost the rollover request and I resubmitted. 6 months later, they did not roll over as I requested, but sent me an alert that I had just submitted a distribution request to liquidate my account. 20 minutes later on the phone, I learned they are closing my account and rolling it over to a new provider that I've never heard of. They are not planning on sending me any paperwork with details, and I would not have known who to contact or how to access my funds unless I had called them this morning.

Astonishingly backwards. I've been trying to pay back my 401k loan and am literally baffled by this…read moreplace. They apparently have an online banking portal "sometimes" but my account doesn't qualify for it for "reasons." So I requested wire transfer instructions. They gave me their physical address. When I asked them for routing and account info they said "use your loan number." I tried to explain to them that no, a routing number is in fact required for this transaction. They put me on hold for ten minutes. When the (very nice, this isn't her fault personally) lady came back on the line, the escalated advice was "put N/A in the routing field." I tried to explain to her that no, this is in fact a mandatory numeric field because this is HOW BANKS WORK. I asked her if I could use Zelle instead and she said "what is Zelle." In the end I had to drive 60 miles to my bank to get a check to send them. In 2026. I'm sorry, are we supposed to trust this institution to play the stock market for us when they don't understand what an ACH transfer is? Unbelievable.

Ali Zane knows credit repair better than anyone I've dealt with. He spent a solid amount of time…read morewalking me through my reports, pointed out issues I hadn't even noticed, and put together a strategy that made sense for my situation. No upfront fees and he only gets paid when results happen -- that alone told me he was confident in his work. Professional, straightforward, and effective. If you're serious about fixing your credit, start with Ali.

10/10 experience…read more Wrote to Ali at IMAX to see if we might work together. They acknowledged me right away and asked me to share my credit report for review. Then within 2 business days, Ali had analyzed my credit report in detail. He said I didn't need to spend the money to hire him and instead gave me VERY detailed actions to take on my own as well as GREAT advice on how to approach refinancing. What a pro!

We absolutely loved working with Jirayr and his team. Jirayr…read morehas been everything we hoped for in a financial advisor: 1. Trustworthy and transparent. 2. Approachable, kind and understanding. 3. Knowledgeable and responsible. 4. Able to think "out of the box" and accommodating for changing needs. 5. Always available. And much more. If you want to learn how to manage your assets wisely and need help with financial planning don't hesitate, Jirayr will not disappoint.

Jirayr and Ryan at Citrine Capital are absolute professionals that provide the highest level of…read moreservice to their clients. I am a tax accountant and work with a number of their very satisfied clients, and would not hesitate to refer Citrine Capital to anyone looking for a qualified CFP (Certified Financial Planner). From the moment you meet either one of these gentlemen you get the immediate impression that they have their clients' best interests in hearts. They are highly responsive to their clients and professionals with whom they have mutual clients. In particular, their expertise with tech professionals and other individuals with equity positions places them at the top of their field. Will absolutely be sending referrals their way.