My family has worked with Hendershott Wealth Management for more than ten years, and throughout…read morethat time we have consistently received exceptional service. Their team is professional, proactive, and attentive, taking the time to understand our goals and provide thoughtful guidance tailored to our needs. Their expertise and stewardship have helped us achieve the financial outcomes necessary to support both our current lifestyle and our long-term legacy objectives. We greatly value the trusted partnership we have built with Hendershott Wealth Management and recommend their services without reservation.

HWM is my trusted fiduciary financial advisor! They have…read moretaken excellent care of my portfolio, and helped me feel secure in my retirement.

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!

I had recently retired early due to medical reasons. I worked for the Federal Aviation…read moreAdministration government sector and have a TSP fund. Unfortunately, there are many companies just waiting for the opportunity to get their hands on your retirement. I am so grateful that Jesus Christ lead me to Kalvin. I was not prepared for retiring so early, it is very scary place to be and my finances was chaos in my mind. When I contacted Kalvin he gave me sound counsel regarding my current financial status. It is very hard to find someone who listens well especially when you are feeling terrified about your financial future and overwhelmed by all the laws and how the market runs etc. Kalvin reassured me and gave me some sound advice and already my TSP has shown some gain. I will continue to work with Kalvin, he truly is an ANGEL sent from God. Simply put if you are looking for someone who cares about giving sound advice to help manage your financial needs in a world where it seems everything is crazy, I highly recommend you contact him. He will help you by helping you understand stand you financial state in simpler terms and if you have questions he will answer them for you. Trust is a hard sell these days so it was a relief to find someone who has my best interest for my future and that is Kalvin. Also, Kalvin thank you for all you patience as I cried throughout our counsel session. :}

Kalvin offers comprehensive financial knowledge as we plan for a growing family, buying a home, and…read morestarting a business. Despite my own lack of financial knowledge, Kalvin was able to explain things in a way I could understand, and feel understood. He listened well, offered advice in line with our family's values and goals, and had all the next steps and referrals we needed.

We have been working with Christina for several years, and her expertise, precision, and dedication…read morecontinue to impress us. She always prepares our taxes with exceptional accuracy and a deep understanding of current tax laws, ensuring that we are always informed and fully compliant. What sets her apart is her proactive approach--constantly reviewing changes in tax regulations and explaining how these updates may impact us personally. Her attention to detail, responsiveness, and commitment to staying ahead of the curve provides us with confidence and peace of mind year after year. We highly recommend Christina to anyone seeking a knowledgeable and reliable tax professional. Thank you for always going above and beyond! - Thanks Nadeem & Sharon

I've been working with Christina since 2005 and am happy with her results. She is knowledgeable…read morewith personal and business taxes; very systematic and organized thereby making my tax records very organized, which is very helpful when I Need to access past records. Also, She helped me with back taxes and I'm so happy to be right with the IRS and FTB. Christina is also flexible and often we have worked virtually with me getting her the items at Tax time online and signing docs using HelloSign. She is great and it simplifies the whole process especially at a stressful time like Tax time! I love receiving her educational newsletters in the mail vs. email since I can keep it with my files and her list of items needed for tax preparation each year. This helps both sides to manage expectations and time well.

I reached out to McKinley to explore some financial possibilities. Mark took me on as a prospect…read moreand was fantastic. He was incredibly friendly, obliging, and easy-going. He fielded no shortage of questions and consistently gave thoughtful and helpful answers. The level of service he provided was head and shoulders above other financial professionals I spoke with. If you're going to have someone manage your money, Mark is a great choice--trustworthy, transparent, and thoughtful. I recommend him unconditionally.

After losing a large portion of our savings in the market crash, we wanted to find more stable…read moreinvestments to improve our financial security. Troy has been excellent in providing comprehensive investment advice, including identifying investments with significant upside, but with very limited risk of loss. In the first six months, we earned 30% across all investments. We now have investments that will provide tax-free annuity payments when we retire, as well as investments earning above-market rates that are liquid and can be used without penalty in the event of an emergency. Troy and the McKinley Financial Group have restored my family's confidence in our financial future.

Hubby and I FINALLY got around to dealing with our cluster-mess of assorted 401ks, stocks, IRA's,…read moresavings accounts opened when we were teens, ...you get the idea. It took at least six months for us to finally track down Kathy Hentges. I found her by cross-referencing licensed financial planners on the CFP website against Yelp reviews. It took a lot of work because most CFPs based in San Francisco want to work with the newly rich tech crowd, not those of us who are slow, steady savers. It was humiliating to be told that I didn't meet a financial planner's "customer profile". Kathy had no "profile" and she had a DIY financial model which was also important to us. After hearing horror stories on the news about shady investors, we weren't going to give someone total control of our financial future. Our first visit with Kathy was a meet and greet. We liked her right away. She is passionate about financial planning, numbers and trending models. We agreed to work with her on two services - (1) Are we saving enough for retirement? (2) How can we streamline this assorted collection of investments into a solid performing portfolio? She gave us a price range based upon hours. We signed the agreement and paid the deposit by credit card. Our first service came it at the lowest number quoted. In order for her to review our investments, we dug through boxes and found copies of every investment, bank statement, mortgage, car payment, 401ks, ...and uploaded them to a password protected client website. Two weeks later, Kathy met with us and showed us that we were slightly outside the ideal track for retirement. She used a computer model to show us our assets/debts and investments related to retirement. We talked about different options and Kathy would make the changes in the model to show the impact. It took a very small tweak of moving money to different investments to get us right on track. The second service came it right in the middle of her quoted range. She pulled the investment information from every one of our accounts (and we had lots of 401ks from so many jobs over the years). We reviewed the pros/cons of each investment. She then suggested alternative investments based upon our individual risk tolerance. I wanted to take more risk so my suggestions were different than my husband who is more risk averse. In the end, we walked away with a huge binder of all her models, suggestions, plans for next steps, etc... Kathy also sent us all the documents via her password-protected website. We've already made plans to meet with her one year from now to review our financial situation and make tweaks. I liked that Kathy worked alone and not in a huge firm because I really felt like I got personalized, caring service. She has a very focused practice and makes decisions on what she can do. If you read the negative reviews (I'm talking about you Rose Y.), you can see that Kathy offers great service but don't blame a solo practitioner for not wanting to be your $99 H&R Block tax prep service.. Now I feel like a real grown-up with a solid retirement plan!

Contrary to what you might read on her website, Kathy isn't the right fit for someone who is just…read morestarting to build up their nest egg. On my second meeting with her, I left feeling terrible about my finances and about myself. I definitely felt I had been belittled because of how new all of the financial planning stuff was to me at the time. I wish she'd taken the time to explain some things to me, but it's okay because my experience with her gave me the motivation to feverishly read a bunch of books about financial planning. And now my friends, most of whom are just starting to save and invest, are asking me for advice and resources. If you're not rich, but you can read, you don't need a financial planner. Suze Orman taught me that. I'm well on my way with my savings and investments. Oh, and if you don't have a crazy amount of assets, you don't need a tax preparer, either. Seriously, DIY is a good thing.

Clayton and the rest of the team at Menlo Asset Management have done a truly exemplary job since I…read morebecame a client. They have helped me make sense of what had seemed like such a daunting task of getting my financial life in order. Clayton has always taken the time to listen and understand my goals and helped to develop strategies that have helped make them a reality. If you're looking for a financial advisor or to just get a second opinion on your existing investment plan, it would be well worth your time to meet with the team at Menlo Asset Management.

My hubby and I finally started to think about planning for our financial future last year. We…read morefound Michelle through a referral after interviewing 3 other financial advisors. I can honestly say, a year later, that we made the absolute right decision! Michelle takes a holistic approach to your finances. She's not just trying to sell you investments. She had a frank discussion with us about our household budget (or at the time, lack of one). She thoroughly reviewed our current state of affairs, and helped us make decisions about how to maximize what we have and plan for our future. It is SUCH a huge relief to have her on our side. We are in a much better financial position than we were a year ago, and that is in great part to Michelle's advice and guidance.

I'd like to second the positive reviews already posted here -- Michelle and Gene are so helpful and…read morepatient! I needed help consolidating my 401ks from previous jobs, but didn't have the slightest clue what to do with them. Michelle walked me through all the options and explained her recommendation for me, and Gene sat with me through numerous phone calls, tracking down all the appropriate information from my old accounts and filling out the paperwork to get everything transferred. I can't thank them enough for the relief I feel getting that taken care of, and I know I'm in good hands moving forward.