Amber was extremely helpful and patient. I needed information and I was feeling overwhelmed, but…read moreAmber helped make it all easy to understand.

I have been with State Farm for over 25 Years and my agent…read moreAndrew is very responsive when I call and also Lori has been great, highly recommend

I've been with Brian since 1997 when I purchased my first home, Brian has been my insurance agent…read morenot only for my homes , but my cars, bikes and life policy. Super friendly, knowledgeable, sincere and most of all a great guy. I highly recommend Brian to take care of all your insurance needs. Thanks Brain and your team :)

Brian is very professional, responsive and a pleasure to deal with. He has taken excellent care of…read moreour insurance needs for years and is like a member of the family.

Sam recently helped my client purchase a home and I have to admit he did a FANTASTIC job. What I…read moreliked best about him is that he actually return all phone calls, and answered every question or concern. His assistant (Maria is Awesome) I swear this man does not sleep!!! I have worked with many lenders as a Realtor and I have never experienced the type of customer service that Sam provided to my client and myself. He is extremely knowledgeable and will work hard to meet or exceed your expectations. I highly recommend Sam and The Fishman Financials Group. A+++++++

Wish there were 6 stars or more. I can't recommend Sam enough. The guy has been in the business…read morefor a long time and knows what he's doing. He is all about looking out for his client's best interest and there is no pressure. I worked with Sam on 3 different occasions before finally deciding to go through with it. As a first time home buyer he will walk you through the process and explain everything (several times in my case). He's the best.

Marilyn and her team have helped with me with multiple insurance policies over 20 years. Home,…read moreAuto, Rental, Business, Work Comp, Life. Her explanations and guidance have never steered me wrong. She is quick to respond and never grumpy.

Marilyn Wong -State Farm consultant has been my personal for over 40 years. It's hard to believe…read more Her services have been outstanding. Extremely responsive and communicative. I will stay with with State Farm forever. A great Thank You to this team !.

I love this group! They helped me deal with Coverd ca...when it was in the beginning.- so helpful…read more I have referred many people to them with great results. I look forward to getting more insurance with them as my small business grows.

I have been working with John and his team for several years. Insurance absolutely make my head…read moreexplode....I'm hopeless. John's team is always there to help and have gotten us through some difficult situations. They are kind, thoughtful, professional and thorough. I appreciate having someone local who is there to handle any problems that arise. I have and will continue to recommend them.

I've been coming here since 1991 - 22 years and they are great at what they do. It all started…read morewhen I neglected to file my tax returns to both the State and the Feds for several years during a rather tumultuous period of my life. Several years passed by before the State Franchise Tax Board began sending me their first gentle reminders, (which I also neglected), until their letters turned more forceful and I felt obliged to try sort out the whole mess. But what was I to do? I started asking around, amongst my friends and associates, about what to do and where to go. Now - put yourself in my shoes - I didn't even know where to begin! Finally someone told me about this place, "the Tax Group". I wish I could remember who referred me, but I will always be grateful. I called the number, 415-387-9100 and spoke with a lovely lady named Erica. She soothed my nerves with her calm voice and she made me an appointment to come on in and tell my story to Kevin. So there I was with 5 or 6 years of Tax Returns to catch up, and no idea how to begin. Plus, the State Franchise Tax Board and the IRS were both getting down to brass tacks and the pressure was on. I thought I was going to find a magic answer and someone would take care of everything for me, but that's not the way the CA-SFTB and IRS Tax Collectors operate, my friends. Once you are caught in their cross-hairs, you have to respond personally, and deadlines are forced on you. I had to look for missing W2s for multiple years and multiple employers and let me tell you that is not a pleasant task to perform while under time constraints. Luckily, I had Kevin, who explained that these people I was talking with, were not out to put me in jail, they wanted me to cooperate so they could collect their revenue, and he helped me understand that they would negotiate with me on these various deadlines as long as I was actively trying to finish filing my missing returns and get caught up. He helped me lose my fear of the whole process. And that, my friend, is why I am grateful to Kevin. He went through all the demand paperwork and helped me sort it out and respond to each Year's filing. I stopped getting the nasty letters and notices and threats and I was able to sleep peacefully at night again as Kevin helped me get caught up. It turned out I didn't owe the IRS or the SFTB much money, all the worrying numbers they threw at me were just poor guesses on their part, because I had forced the IRS and SFTB to file returns on my behalf, and they work with very little and so are mostly incorrect. Once Kevin told me what tasks I had to do, everything went smoothly from then on, and with his advice I was able to respond sufficiently that the process slowed down enough for me to avoid any embarrassing tax liens from the SFTB or the IRS. I kept plowing through the tasks that Kevin assigned me until he had enough data to get up to date with my Returns. Surprisingly, once I gave them the correct information, I actually had refunds due for almost all of the years, but unfortunately there is a 3 year Statute of Limitations on refunds, and I was too late to collect what I was owed on a couple of years. So let that be a lesson to you! Since then, Kevin and The Tax Group, (now staffed by Nicholas, because Erica has retired), have helped my small business keep current on my Returns with the State Franchise Tax Board and the IRS. His advice has helped me stay in business all these years. I see him around the neighborhood quite often, and I always make a point to stop and say hello. I have referred several people to him over the years and every single person has told me they were grateful to me for my referral. He charges by the Tax Return, not by the hour, and his fees depend on how tricky your Tax Return will be to complete accurately while using his vast knowledge of the tax code to get you every advantage to which you are entitled. I've never felt overcharged in the 22 years he has helped me, and I've always been very happy with his Tax guidance and advice. He knows what he's doing and he's there for you when you need him. Do yourself and your wallet a favor and go see him.

Kevin at The Tax Group has been preparing taxes for my husband and me for over forty years. Now our…read moretwo sons get their taxes done there. We have had nothing but positive experiences. Our returns are correct. Their charges are fair. We like the staff. We would highly recommend their services.

Wahid was extremely professional throughout the entire loan process, helping us secure financing to…read morepay off our reverse mortgage and keep our home in the family. He was diligent, patient, caring, and easy to work with from start to finish. During the most stressful parts of the process--especially the waiting periods--Wahid remained calm, steady, and reassuring. His ability to stay composed under pressure gave us real peace of mind. He was always responsive and helpful, taking the time to answer our questions and guide us through each step. I truly appreciated his support and would highly recommend Wahid to anyone seeking a loan.

I worked with Wahid while applying for a home loan, to purchase a house under Hatch Real Estate and…read morehe was excellent. Wahid is professional, communication, knowledge, and support was Awesome! He was incredibly patient, explained every step in detail, and always responded quickly to my questions. Their expertise made the process smooth and stress-free. When there was unexpected document issue came up, he guided me through the solution within hours, ensuring my application stayed on track. Thank you so much for all your help and dedications. I highly recommend Wahid to anyone looking for a knowledgeable, reliable, and caring loan officer.

Can't ask for a better insurance agent, Rebecca gives her clients excellent service. So if you are…read morelooking for a new insurance agent Rebecca is the one ! I highly recommend her.