Wake-Up Call of a Lifetime…read more As someone who's spent years in the medical field as a nurse -- dedicating myself to caring for others -- I'll be the first to admit: I never really took care of my financial health. I didn't grow up with good financial habits, and I've never been someone who felt confident navigating money, retirement, or planning for the future. But getting Sunny involved was the turning point. This wasn't just financial advice -- this was a total mindset shift. Working with Sunny was a real wake-up call, in the best way. He helped me do what I had avoided for far too long: face the numbers -- and gain power over them. Together, we mapped out my retirement goals, created a plan for my daughter's 529 college fund, and broke down exactly how much I need to save and spend each month. For the first time, the fog cleared. The future became real, and possible. And here's the kicker -- I always thought I was overspending... but once we ran the numbers? Sunny told me I could actually splurge once in a while! Imagine that! For someone who thought financial planning meant restriction and fear, this was like breathing oxygen for the first time. Sunny isn't just knowledgeable -- he's relatable, caring, and deeply committed to helping people like me realize: I can do this. He didn't just build a plan. He helped me build belief. If you're on the fence -- don't wait like I did. I only wish I had started this at the beginning of my career. I could've avoided years of waste and guesswork. But now? I'm taking ownership of my financial future, and it feels incredible. If you're ready to stop living in the unknown and start building the life you deserve, talk to Sunny. He's the real deal. Highly, highly recommend

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

Joseph possesses a great mix of financial knowledge, non-violent communication skills, personal…read moregrowth techniques, and business experience. I didn't know what to expect when I started consulting with him and was a bit worried about confronting my financial status in general. Instead of what I expected, which was him helping me to simply tackle head-on what I was concerned with, Joseph has been excellent at helping me identify issues connected to my financial concerns, then over time help me understand what I truly want to be doing. I wind up not only able to achieve my original goal, but several others along the way. He also reaches out periodically - between appointments - to let me know information I might not have come across and his holistic style is very refreshing in Silicon Valley, a style that comes across genuine and without flowery pretense. It's been incredibly empowering to be on this journey with his help and I would recommend him without hesitation to anyone who needs consulting or advice!

Joseph helped both my partner and I through a bad time. Both her parents died within a year, the…read morehouse was sold, profits divided. A cancer diagnosis also threw a wrench into our plans, but Joseph rolled with it, was very patient with all the crisis that kept occurring. He kept us on a steady course for retirement, and gave us good advice when we were freaking out. We very much appreciate him!

I've had the pleasure of working with Brandon over the last year, specifically with helping me…read moreduring our company's IPO and the impact on company equity. Brandon was very helpful in providing guidance on selling strategies and gave me a plan to prepare for this recent tax season. Over the year, we also worked on a comprehensive financial plan and even went through important aspects of a first home purchase. Brandon and Diversifi Capital are very easy to work with and provide you with customized content based on your financial planning needs. I highly recommend them!

We were so lucky to find Alfred and his team at Diversifi. After years vetting various planners and…read moreadvisors, we were constantly in sticker shock at the price of hiring someone to help manage your money. I love their subscription pricing system as it allows for a monthly payment and relationship build over time, vs a huge lump sum payment that really makes you take a pause. It's pretty brilliant. The team is highly responsive and you can see they have high integrity. I just love this. Onboarding is a challenge if you have many accounts that need to be catalogued, but I have faith they'll improve the process & tools. They offer financial education via video tutorials if that's your thing, but it's not a requirement. The actual consults are organized, efficient, and down to earth in terms of financial vocab. Overall, we're very please and looking forward to working with them for many months to come. Highly recommend!

We're glad we connected with Faruk. His knowledge and insights have been very helpful and…read moreinformative. He's patient and takes the time to understand you and your financial situation before presenting recommendations. We would definitely recommend Faruk to anyone interested in planning for their financial future.

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.

I just had a great buying experience with "Ted", the manager of the Palo Alto shop. He apologized…read morebecause a whale had bought out their entire inventory of Gold Eagles this morning, but he gave me a great price on Gold Buffalos which beat my favorite dealer (CNI) by a wide margin. He said he mostly prefers himself to invest in Canadian maple leaf gold and silver. I had a great time talking to him and hope to do business with him again in the near future !!

Reliable, TJ is very helpful and knowledgeable. He is carefully check my jewelries and really spend…read moretime.

My wife and I have gone to Neil for years. The business used…read moreto be named Bay Wide Tax Service (Neil came around in 2020). Marla, the woman who did our taxes, retired (her husband wanted her to because he had retired the previous year), and Neil took over the business. I would have given 4 stars during the first year (2021). I didn't speak up, and so I take some of the blame, but we lost some money because Neil assumed that some donations were given to a family member (technically speaking, the donations probably weren't eligible, but I was still bugged by the wrong assumption). https://www.yelp.com/biz_photos/professional-tax-services-fremont-6?select=0VAhLDNd3xmHxZzcTPsCIg In 2022, I played Street Fighter II: Champion Edition. I just did okay, and I felt bad when a box that was on top of the arcade game fell down. Neil just shrugged it off, though (the box was probably empty). The arcade games might only be on some of the time, but the ambiance is pretty cool (The Little Mermaid, the 2023 version, was on when we went here this year). The hours aren't as limited as they seem. Neil works on Saturdays to some extent. The location changed in 2023 (the building is old, but easy to get to, and the office is right next to the main flight of stairs). The parking lot is somewhat small, but a big improvement (finding parking at the old location was usually an ordeal). Because of inflation, "starting with the 2022 tax season, we will be implementing a 10-20% fee adjustment - depending on the complexity of your tax accounting." We were charged $260 this time, but the amount will be a lot less for many people (my mom was charged $180). An Audit Protection service was added for free at the time the prices went up. The receptionist is new, and she's cute and friendly. The restroom key is right by the door (the restrooms are on the first floor). protaxtalk@gmail.com It wasn't a big deal, and the receptionist may be to blame, but the email that I sent a month ago wasn't responded to. Neil bailed us out last year. At the time, we really needed our 2021 tax return, but we couldn't find it anywhere. When we contacted him, Neil sent the return as email attachments very quickly. Neil is easy to talk to ("good vibes," a term that another reviewer uses, is quite fitting), and an appointment will only take about 15 minutes if you're prepared (I was annoyed when a few people suddenly showed up this year, but at least one person probably arrived for an appointment early). My wife and I have been happy with the level of service over the years. https://www.youtube.com/watch?v=6MHgbhiEoTg&ab

I FEEL ABANDONED! I received an IRS notice for discrepancy for a prior year filing. Panicked, as…read moreI've never received any type of IRS letters/notices/audits before, I quickly contacted Neil for help. I left a message in the client portal, emailed twice, and called multiple times to a voicemail that doesn't accept messages. No response at all. Very unprofessional! After review of my taxes myself, I discovered that Neil made multiple mistakes. Missed amounts that were on the financial forms I submitted. Just sloppy work on his part. I trusted him & had been a loyal client. My bad for not thoroughly double checking his work, but his bad for not double, triple checking the numbers as a tax professional. This is an honest review & I'm hoping to save others from him. If you ever get audited, he'll ghost you & you'll be on your own.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I have been retired for almost 10 years. A year prior to retirement, financial planning wasn't a…read morepriority. Someone referred me to Insight to Wealth for a review. Overwhelming skepticism! I was thinking I could setup my own retirement plan. The more research I did, the more worried I became. I began to imagine the tremendous effort, patience and expertise required. I asked for a plan. Enter Brian S. Brian emphasized that a hedge against inflation is key in a solid retirement plan. I didn't think of that. So, he setup a diversified plan consolidating all my IRAs and 401ks using various investments vehicles. The variety provided protection against inflation, he said. 10 years later, I am living a lot more comfortably than during my working years, thanks to Brian and his team of experts!

Bridget and Ohana Tax Services really made getting my taxes done a wonderful experience. She was so…read morekind and knowledgeable and patient and asked all the right questions to make sure my information was correct. Even though I brought my taxes in at the last minute, she easily got them done in plenty of time. I would highly recommend her to anyone needing tax preparation. She's the best!

Bridget truly saved me after having some terrible experiences with previous tax services. She is…read moreincredibly thorough, knowledgeable, and patient. She took the time to explain everything clearly and made what initially felt like a very stressful and overwhelming tax situation feel manageable. I really appreciated how she put me at ease and made sure I understood what was going on every step of the way. It's clear that she genuinely cares about her clients and takes pride in doing things correctly. I'm so grateful I found Bridget and would highly recommend her to anyone looking for a knowledgeable, trustworthy, and caring tax professional!

I wholehearted recommend Palbir to anyone looking for a financial advisor to help them meet their…read morefinancial goals. My wife and I couldn't be happier with our decision to work with Palbir. We recently worked with him to get a wholistic view of our family's finances. What we enjoyed most about working with Palbir is how personable he is and how easy it is to work with him. He's also a great listener which helps him truly understand his client's situation along with their dreams and aspirations. Conversations with Palbir felt natural. He's extremely responsive to emails. It makes getting clarification on follow up questions easy. Each time we speak with Palbir, we would walk away with realistic solutions to improve our chances of reaching our financial goals. Palbir was detailed oriented and left no stone unturned when he analyzed our situation. If we were off target in certain areas, he was quick to pin down root cause and offer practical solutions to help us improve our chances for success. As a result of the adjustments we have made per Palbir's recommendations, we are already a little closer towards achieving our goals. I would give him 10 stars if I could.

I originally hired Palbir of Smart Path Wealth management to help me evaluate whether or not I…read morecould afford to buy a house in the next few years (I'm 30). After multiple discussions, he also helped me determine what I needed to do if I want to switch careers eventually and what the options are for investing with my values in mind. I am a software engineer with little extra mental energy after I leave work, so Palbir's willingness to explain every piece of his suggestions to me as well as answer all my questions was so incredibly helpful. I would recommend Palbir to anyone who wants sound financial advice, regardless of how much background they have in finances and investments. He's a good investment.