I've been a client of Michelle's for YEARS, and she has seen me through some tough times, most…read morenotably the financial meltdown a few years ago. I can contact her with a question or concern regarding my finances, and get a carefully considered response by the next day, if not within the next hour. She treats her clients like family, and does whatever is necessary to execute our investment plans -- several times she has set up three-way conference calls with Fidelity in order to adjust my 401(k) options. She has been invaluable; I will be at a loss if she retires before I do!

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.

Five Stars for Scott!…read more I came to Scott with zero experience in money management, and he has been nothing short of amazing. From day one, he was incredibly kind, patient, and genuinely invested in helping me understand my financial options. He never made me feel overwhelmed or embarrassed for asking basic questions -- instead, he explained everything clearly and made the process surprisingly enjoyable. Thanks to his guidance, I'm not only more confident about managing my finances, but I've also already seen great results. Scott has helped me make smart, informed decisions that have actually made me money, and I'm so grateful for his support. If you're looking for someone trustworthy, knowledgeable, and truly dedicated to your financial success, I can't recommend Scott enough. He's the real deal!

I've worked with Robin Patin at Edward Jones for a couple of years on my retirement planning, and I…read morecould not be happier. I've been an Edward Jones client for over 10 years now, and Robin is by far the best financial advisor I have worked with, there or anywhere else. She is a knowledgeable expert, and she also brings a creative common-sense approach to financial planning. I've also found Robin to be sensitive to the realities that everyday people like me face when it comes to financial planning. Unlike many other financial advisors I've worked with, she has never shamed, scolded, or argued with me when discussing my financial future. Instead, she has explained the underlying concepts, helping me to understand how to make the best decisions for myself and my future. I find this to be not only refreshing, it also speaks to the level of respect and empathy Robin brings to her practice. As I watch the balance in my retirement accounts grow, I'm grateful to have a such a good investment advisor. I'm a residential mortgage banker by profession, and I have referred clients to Robin as well. They have all spoken of her with high regard for her abilities in financial planning, as well as her professional and caring approach. It's also wonderful to have someone I can refer my clients to with complete confidence. if you're thinking about planning for retirement, reach out to Robin, I think you'll agree she's the right person to help you with your long-term financial planning. Do it today, since the best time just start has probably already passed, so the second-best time is now!

Robin Patin is very tuned into the existing market in light of all the recent economic turmoil and…read moreknowledgeable about what investment and retirement options make sense for small business owners to help them and their employees save for retirement. Robin looks for the easiest and most cost effective solutions for her clients. I appreciated her honesty and candor when explaining whether or not an option will work or if there is an easier and cheaper solution to resolve the issue. She can provide comprehensive and holistic financial planning that includes gathering and presenting options around savings, insurance, retirement, business structures, taxes and providing valuable advice and insight that integrates all of these areas together. I wholeheartedly refer Robin to all my friends and colleagues who need help making important financial planning decisions. --David Kersten, Small Business Owner, Wide Angle Media (www.davidmkersten.com)

Reg previous review. Yes it was scary. But later it turned out to be better. I think John is very…read moreknowledgeable but he is never available on phone to discuss. Only way is long email in which he will respond to the points he like and ignores the points he does not want to address. If he does not want to address he will give a generic reply with no definite answer. Yes but to previous people review i think we was fair and he does respond via email only. No calls entertained.

TOTAL FRAUDS!!! I have not received a fucking dime of my settlement not a fucking dime. These…read morepeople are so fucking corrupt they steal everyone's money fuck this company. I'm reporting them to the county presiding judge for their failure to do anything correct!! this has been going on for 10 fucking years and I haven't got a single fucking penny. !!! The judge did a contempt of court order on them and they still haven't provided my money!!

We contracted with Mr. Donald Fong to restore and repair his Redwood deck. When there was extra…read morework above and beyond the original agreement he told us to go ahead and do the work to make it right. Since we have done work for Mr. Donald Fong in the past we had a hand shake agreement for us to do the extra work. We sent the bill to Mr. Donald Fong and he did not return our phone calls and finally he sent us a email and said, I will refer you to my attorney if you do not leave me alone and I refuse to pay for the extra work that you and your guy's did on my very large Redwood deck. Watch out for Mr. Donald Fong because he will take advantage of you so he can keep his new Ferrari and his multi-million dollar estate in the Orinda Hills !!!

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.

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.

I hesitated before signing up for Flex Tax's $10,000 tax planning package because it was a big…read moreexpense. Looking back, though, it was worth it for me. They helped arrange a cost segregation study for my rental properties and walked me through an oil and gas investment strategy. Between the two, I saved over $150,000 in taxes over the past two years. The package also included preparing my tax return, including the rental properties and investments. There was a lot I didn't understand at first, but the team took the time to explain things and answer my questions. What I appreciated most was having help planning ahead and understanding how these decisions affected my taxes. It's a significant fee, but given my situation and the savings, I'm glad I went ahead with it.

I've been working with Alex and his team on my personal taxes since 2017. I work in tech, so my…read moretaxes haven't always been super straightforward with RSUs, equity, and some consulting work on the side. Alex and his team have always been great about answering my questions, catching things I wouldn't have thought about, and making sure we get a good return. My husband and I recently started a small business working with partners and manufacturers in abroad, and we reached out to Alex again to help us figure out the U.S. tax and accounting side. We had a really helpful session with him where he walked through our business and payment structure, flagged a few things we needed to think about, and gave us a much clearer direction on how to set things up. We've trusted Alex with our personal taxes for years, and now we're planning to work with his team on the business side too. Definitely recommend!