Over the years, Anna has successfully guided us from pre-retirement and into retirement. She's…read moresmart, patient and very hands on. She responds quickly to questions and is thoughtful in her responses, customizing her solutions and providing options to meet our specific needs. I would highly recommend her.

My husband and I recently had a retirement plan put together by Jennifer Bush and their staff. We…read moreare so grateful to have her as our CFP. Jennifer is very caring, kind, knowledgeable and down to Earth. She is easy to work with. She has been diligent with everything concerning our plan. She is excellent at explaining what needs to be done, she goes over every detail and makes sure you understand how to implement the plan. We appreciated seeing the different scenarios/columns in regard to our three housing options. We discussed what makes the best financial sense for our future retirement. It was eye opening to see where our money goes and how to make a budget. We are very aware now and make better financial choices. We looked at the worst case scenario and best case scenario and what needs to happen to get the best outcome. After seeing it all in writing it made things very clear. It was so helpful to have another set of eyes to go over everything. We felt like a weight had been lifted and it gives us hope for our future. I have an outlined to do list of what I need to take care of. We looked at our Trust, bank accounts, investments, life insurance, housing insurances etc. We had a previous Advisor but unfortunately it was such a bad experience for us. I was stressed and worried, not knowing who to turn to for help. After several months of searching the internet and narrowing it down, I kept coming back to Jennifer's profile. I am so glad I reached out and got the help we desperately needed! Our experience with Mainstreet Financial Planning has been extremely positive and we highly recommend Jennifer Bush and the entire Team.

My husband and I are very grateful for the financial guidance provided by Financial Journeys…read morePartners. It was very reassuring to work with an experts when we were planning to retire 4 years ago. Financial journey partners uses the most up to date software to help you see where your at financially and it it has great tools to help with budgeting . We use it daily. There is also a great social and Educational element to company, Elaine, Scott and Linda, offer regular educational webinars and have a variety of speakers give talks about relevant topics. The office staff is amazing also. They are very responsive if you need anything. Also there is a social element, they host an annual holiday party and other social activities for the clients. Last year they spearheaded the inception of a woman's group for their female clients. The group has encouraged all kinds of activities from pickle ball to hiking and movie going. They really go the extra mile and do an excellent job with our finances. They know the clients and care about them, that is why I highly recommend them

My husband and I have been Elaine Manley's clients for...well, many many years. At our first…read moremeeting, Elaine was able to persuade my husband to sign up for his new company's 401k -- we're old enough that it was still rather new so he needed the push. That decision set us up to be able to retire several years ago and to travel now. In the interim she and her team have alerted us to news we needed, held our hand when we needed to calm down about the market, and provided references for tax preparers, Medicare experts, travel experts and more. Her team is very sharp and very helpful. Elaine and her team have made our lives easier and we greatly appreciate that.

Laura is one of the most conscientious people I've ever met. She is smart, thoughtful, committed,…read moreand cares deeply about her clients and their goals. I use Laura for my financial planning and I recommend her to everyone I can. She is the best!

I met with Laura today. She helped me get my finances in order which was perfect timing for spring…read morecleaning and getting a fresh start toward my long-term goals. I highly recommend her!

We have filed our taxes with Kathy for the last few years, but this year's experience was so poor…read morewe will not be returning. Her communication was non-existent, such that we had heard nothing two days prior to the filing deadline, even though we provided all of our documents over a month ahead of time with confirmation of their receipt. After reaching out for an update on the status, we were told they would not be done in time and we'd need to file for an extension. As a result, we overpaid by a substantial sum, which we won't see until next year's filing. If we had not reached out, it's certainly possible we wouldn't have even been able to get the extension submitted in time. Very poor professionalism, and it's clear that not all clients are treated equally. Would not recommend to anyone.

Do not use Kathy for your taxes…read more Not only did Kathy miss the deadline for filing our taxes, she failed to provide communication, and most importantly lost us money. When the deadline for tax filing was 2 days away, I noticed we had heard nothing from Kathy. I reached out and after 24 hours finally managed to get a response which stated they were very busy and we'd have to file an extension. The onus was completely on me to remind my accountant that my taxes weren't filed. It was an inconvenience to say the least and we had to scramble to get the extension filed on time. Had we been on vacation or had extraneous life events we would have been financially penalized. Secondly, I had other family employ Kathy and they also had the same experience (lack of communication and taxes filed late) -- so it was not just us. And finally, Kathy had us overpay our taxes by nearly $11,000! Instead of having that money returned in our accounts, she assumed we'd want it applied at a 2022 tax credit. When I called and said that's not what I wanted and didn't realize that's what the paperwork was, she rudely stated, "rule number one: know what you are signing". If I understood taxes on a legal level I wouldn't hire an accountant - I explained this to Kathy and I said that's what I hired her for -- to understand and clarify the legal language for me. She again, rudely told me, "Rule number one: know what you are signing". Given this level of service and extreme incompetence, coupled with flat out rude behavior, I would never recommend her. Kathy's an incompetent accountant who I would not trust to do anyone's taxes after this experience.

I heard about Certified Divorce Financial Advisors by reading a book called Divorce, Think…read moreFinancially Not Emotionally. I looked up CDFAs in California and found Karlyn Henry who is a member of this firm. I can't say enough good things about her! I hired her because her bio stressed how she focuses on the client and is flexible depending on their situation. That is an understatement. She listens closely, gathers all relevant information and puts it into a format that follows CA divorce law precisely. When it came time for negotiations, I was fully prepared because she explained everything to me clearly. I am not exaggerating when I say I got over 100 times her fee in my divorce. While that may not apply in every case, it surely did in mine as I almost gave up a big chunk of assets until she showed me the big picture. She is a pleasure to work with and has a sense of humor too, which never hurts when going through divorce. I highly recommend you give her a call and have a consult. She's the best!!

Divorce Capital Planning was retained in my recent Collaborative Divorce. My now ex-husband…read moremanaged all the finances and I was basically in the dark on many, many things. This same ex-husband has zero respect for professionals of any professions. You know how there is always "that guy" who thinks he's the smartest one in the room? That's my ex.. Jason was our "financial neutral". He had a big job. Somehow he was able to gain my ex's respect and trust. Something that never happens. Jason was also able to lead these meetings between us with such grace and never, ever made me feel that he was favoring my ex-husband over me. He was some kind of wizard! Truly. I did not walk away from a single interaction with him feeling that I was not as important as my ex. Jason's ability to do that while dealing with someone who can be difficult (not me!) was remarkable. Jason was also incredibly responsive when needed. I don't think the man sleeps, to be honest. He would answer any and all questions. His patience is admirable to say the least. Divorce sucks. It's scary and full of all kinds of emotions. Having someone involved with the personality and skills like Jason made the process a whole lot easier.

I had a very bad experience with Larysa Prytula and would strongly suggest NOT using her for any…read moreinvestment advice or service. She is not trustworthy and did not fulfill her judiciary duties. She advised me to invest in high-risk "alternative investments"; i.e., non-traded REITs and BDCs. She knew that I was elderly and a Stage IV cancer patient, and yet took advantage of my ignorance of such investments. Initially, she administered a risk assessment questionnaire, and I scored very high on the "low-risk" end of the scale. That is, I wanted no risky, illiquid investments. When I expressed concern about these non-traded entities, she had two responses: 1) they were destined to "go public" within "a year or two", and 2) we could sell them in the future if I wanted. It turned out that neither was the case, and now I have thousands of dollars stuck in investments that I cannot liquidate even after over 2 years of trying. She has been uncooperative in attempts to get my investment money returned. I firmly urge you not to use Larysa Prytula at Solutions Wealth Management for any investment advice.

There are many choices for financial planning, but I recommend the advisors at Solutions Wealth…read moreManagement in Campbell. I have known three of their advisors for over two years and I can honestly say I feel comfortable recommending any advisor at this firm! I am looking forward to investing my money with LPL Financial. Larysa Prytula at can be that trusted advisor for you. She is a whiz at researching trends and good investments. She is also very kind and approachable.

You need Virgina as your accountant for your business. If you have a small business or multiple…read moresources of personal income she is EXCELLENT. She talks to me in plain english, not accounting jargon, so that I can understand everything that is happening with my financials and tax returns. Virginia spent significant time showing me how Quickbooks worked for my bookkeeping, explained how some of the tax code works, and generally helped me get confident and informed about my business's financial health. She is extremely diligent and patient with bookkeeping in Quickbooks and proactive about taxes at the end of the year. Virginia is also a good human, during a difficult period in my business she was conservative abut how much time she spent on our books to keep our costs low. She is direct and to the point. A valuable asset that I am very grateful for!

Finding the right CPA is like dating. You have to wade through the sea of options available, sift…read morethrough the bullshit, sometimes get burned - but I tell you now, it's well worth it when you find the right person. I wanted to find a person with the full package: experience, energy, resiliency, flexibility, and humor (although, I did initially imagine a Ben Affleck-esque accountant coming to save me with guns a blazing). My friends and family and colleagues said nothing - verbally. They just stared. It probably didn't help that March 15 was creeping up and my QBO was a mess. I was an utter mess of anxiety with the shakes. I'm not a praying person. But I prayed for a miracle. Cimmer agreed to meet with me and look over what I would need in order to complete all the required tax forms (I had a vague idea of what those were). In that short time, I knew she was going to be my Baywatch red floaty. And it was just like in the show!! She sprinted in with the red floaty in tow, hair whirling and all, to save me from drowning. The best part? She didn't just pull me out, she taught me how to swim! She gave me the tools I needed to clean up my books, showed me what my spreadsheets and numbers should look like, and translated the jargons of QBO/accounting/finance/numbers. She set me on track and pro'd through the taxes. I cannot put into words how much gratitude and appreciation I have for Cimmer. She is exceptional with so much knowledge and experience. I needed a person, not to do the grind work (that's what I needed to learn), but to have solutions with plans and execute processes and improvements. She's my rock star and I am ecstatic to have her in my corner.

Robert has prepared and filed my taxes for the past couple years, and more recently gave me…read moreexcellent tax advice that saved my family literally 1000s of dollars. Helped speak to the IRS on my behalf, and knew the right forms and questions to ask I wouldn't have known otherwise. Thank you!!

Robert was very nice and professional, i have not done business with him yet but he seems to be…read morehonest . i would recommend him