Alex and his team are extremely knowledgeable and actively pursue ways to grow wealth. Most…read morefinancial advisors follow a formula. Alex goes above and beyond, and has significantly improved our portfolio.

I have been working with Alex for over 8 years now. Alex's attention to detail and broad knowledge…read moreof the markets has been instrumental in helping me build a solid retirement plan that works. The reason that I have continued to work with Alex is trust and integrity. When you work with Alex you know that he has your best interest in mind and treats you like family. I would, and have, recommended Alex's services to anyone looking for financial planning and investment advice.

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.

Avoid if you have RSUs -- Incompetent with Tech Equity & Unprofessional…read more I am writing this to warn anyone in the tech industry with RSU or stock compensation to avoid BFM Wealth Management. I had a disastrous experience where this firm attempted to double-tax me on $14,000 of income that was already correctly reported on my W-2. The Technical Error The issue was straightforward: they failed to apply the Adjusted Cost Basis to my RSU sales. Brokerages often leave the basis blank or at $0 on the 1099-B; it is a standard professional requirement to adjust this so the client isn't taxed twice. Despite me performing the investigative work to identify the issue, sending a Supplemental Tax Statement, and providing specific instructions on how to reconcile the W-2 income with the stock sale, they refused to make the correction. When I pushed for them to follow the IRS instructions for Form 8949 (Adjustment Code B) to fix the "phantom" capital gain, they chose to stop working with me entirely rather than admit a technical error through the secure message system. Lack of Transparency & Accountability The communication was highly unprofessional. I sent a detailed, multi-point explanation of the error with supporting math to ensure a clear paper trail existed. Instead of a professional response, I was met with a vague message simply telling me to "call." The entire purpose of a secure portal is to provide a space for documented communication regarding sensitive financial matters. Many clients, myself included, prefer written responses so we can read, digest, and fully understand the technical details being discussed. I proactively called their front desk to explain that I was in a significant time crunch and was unavailable for a phone call, which is precisely why I required a response within the portal. I informed the representative that a "call me" brush-off was unacceptable after the effort I put into walking them through their own mistake. Instead of a resolution, BFM chose to terminate our engagement simply because I insisted on a documented explanation rather than a phone call. This refusal to communicate in writing suggests either a hidden agenda to avoid accountability or a complete lack of regard for the client's time and need for clarity. The $3,000 Reality Check It made no sense for my return to swing from receiving thousands to owing thousands. I took the exact same documents to a different professional, and the results speak for themselves: * BFM's Error: Claimed I owed thousands of dollars by double-counting $14,000 in wages as capital gains. * New Professional: Correctly adjusted the basis, resulting in a $1,444 Federal refund and a $1,048 State refund. A total swing of nearly $3,000 in my favor just by hiring someone who actually understands the "V" code on a W-2 and how to read a supplemental brokerage report. If you value your hard-earned equity and expect professional, transparent communication, go elsewhere.

When looking for Excellent Tax Services.... Patrick Fovel is…read moreon Top of the Game.... Best of Luck

I can't say enough good things about Mr. Palma. He has always been going above and beyond for more…read morethan just myself, but my entire family. My parents have exclusively been working with him for years now and he's never once not picked up a call, text, email, etc. Whenever I have any question regarding tax or something in the realm of finances, he's more than happy to walk one through the process. I was surprised to see someone of his caliber not with a big firm, but upon my personal due diligence found out that he's ex-Deloitte for many years, which means he really knows his stuff. I look forward to using him more for my finances as time goes as well as seeing his business grow.

A polished, polite and professional organized team. I was…read morethankful they took me on as a client when most firms were at capacity. I purchased their tax planning service. They delivered on their promise to routinely meet with our business to strategize and plan and were prompt in responding to our needs through the year. They also prepared my state and federal taxes, and I received a tax refund! Working with their firm did pay off. I couldn't remember the last time I got a refund! I always owed something when working with other financial professionals. Some other reviewers comment that Miguel markets too much, which he does market a lot for his services, but I came to learn through our partnership that he is enthusiastic knowledgeable, and passionate about sharing financial planning and services . I found Miguel and his team to be trustworthy and deserving of manging these aspects of my business. If you own a business and have your finacial reporting in order*, can afford their services*, and be able to financially implement* any tax planning done together, then yes I highly recommend this firm. Thanks Miguel, Jasmine, Pedro and Gabriel.

Friendly, thorough, and smart!…read more I decided to try and find an accountant after doing my taxes myself for years. A couple of years ago I had HR Block look at my taxes and felt like they were just going to run my info through Turbo Tax so I finally listened to a close friend who referred me to Aaron. Man I'm glad I listened! Aaron was super friendly and thorough. He caught a ton of stuff I had missed on my previous returns and even helped me itemize my deductions saving me hundreds of dollars. I can't say enough about my experience with Hunter Tax Associates!

I am sorry to say I have never had a worse experience. My family and I had been using a local Tax…read morecompany since 2001. This company was outstanding. Unfortunately he retired and sold his book of business to Hunter. My family and I should have switched yet we trusted the new company. This was a very poor decision on our part. In my 45 years of doing my yearly taxes this was the worst experience ever! Their personal touch, lack of communication and overall professionalism was unacceptable. My wife and I have never been more disappointed. Needless to say we will never use them again and would encourage anyone looking to use their services to re think that decsion.

As a Customer Insights Researcher for a large financial services firm, I knew long ago that I fell…read moreinto that segment of people who needed help managing toward my financial goals - I just simply did not want to wade through all of the complexity of investing and take the time to learn everything necessary to make sound decisions. And so for TWO YEARS I interviewed prospective financial advisers but for a variety of reasons could never quite pull the trigger. That is, until I learned that Joe Harrison was forming his own financial advisory firm. Hallelujah! Finally, someone I could trust implicitly to act in my best interest and understand the complexity and uniqueness of my particular life context. Make an appointment with Joe and experience for yourself his deep knowledge of the financial services space and investing options coupled with his excellent listening skills. The result is a customized financial plan that will have both the right and left hemispheres of your brain buzzing with happiness. For me, overwhelm and anxiety is replaced with peace of mind and I am so happy that I found the right person, Joe Harrison, to help me achieve my financial goals.

This review is very late, I actually thought I left one about a year ago. I am really happy I…read morefound Joe. After meeting with him for just 1 hour, we had a specific plan to take control of our financial future. He was engaging and had a ton of good ideas. Working with Joe was easy and absolutely worth it. I highly recommend him. Joe gave us a simple plan that helped us focus our financial resources which helped reduce our taxes and also provide for a more stable future.

David White is a knowledgeable and honest broker in a business where honest usually has a lot of…read moreasterix. Most brokers are cheerleaders for whatever will get them the best commission. David white instead is clear about the upsides and downsides of investments. He did very well by my family and has my endorsement.

Please do not use this company, especially if you are a Senior Citizen. Brad Tarter and David Zook…read moresold us a Life insurance policy while I was in my 60's and my brother was in his 50's. We both were led to believe we were being sold an annuity plan which would grow for us. This was in 2016 when the stock market was doing well. A few years later we realized the policy was costing us money instead of making money. We met with Brad and David last year and they stated they would work with Ameritas to fix the issue. My brother spoke with them several times with no solution. In the meantime the fees were continuing to add up with no increase for our investment. We now have a new company who are working with Ameritas to assist us with moving this account to enable us to begin earning money on our investment. I invested $260,000.00 and my brother invested $190,000.00. We are now taking a loss. My loss is $82,000.00 and my brother's loss is $57,000.00. We are sure Brad and David continued making money on our policies at our expense. Please DO NOT trust this organization!

I am in the middle of a purchasing an existing business and got to a point during my business…read moretransaction where I had to submit an Allocation Form that was time sensitive. I needed direction from my CPA but he was out of town doing a business seminar. My situation was unique as the seller usually does the allocation in a business purchase but in my case, the broker/seller was pushing me to do it. I called several CPAs in the San Ramon/Danville/Dublin area to see if we could have a "filler" CPA go over numbers with us for this transaction. I must have called 25 CPA's in a day. Some answered and we're quick to tell me that I should push back, and make the seller do it. They made it seem like what I was looking for couldn't be done and they just didn't want to deal with it. Like many of the CPA's I called, Ken was busy when i first reached out. But his assistant or front desk person, Reese(if that's how you spell it) was very attentive with his responses. Ken is the only accountant that called back and only accountant that actually asked me the details/numbers of my transaction. He took time to understand the unique-ness of my situation and made sense of it. In a 25 minute call he educated me more than the 7 or 8 other CPAs with higher review ratings. After talking to him, I felt like I was given "survival tools" and "little nuggets" for my bigger, future entrepreneurial endeavors. He was so pleasant and easy to talk to. To be in the generation of customer service being taken over by robots and people treating everyone like numbers. Both Ken and Reese were so authentic and human in their responses. No overselling, no fake politeness. I have been with my CPA in Hayward for 10 years and Ken really has me thinking about switching over.

I'm a big fan of Ken's as he has done great work for me and my extended family through the years,…read morehelping us navigate many life events and tax law changes. From the start of working together years ago, I've appreciated Ken's energy, expertise, and how he asks questions to see if there is any way he can help us do our taxes in the most efficient manner possible! I always appreciate his insights, his responsiveness, and his understanding of the tax laws and changes. As a business owner, he does a great job of looking at how I can take advantage of the tax laws (while being conservative enough not to trigger red flags!). I've recommended him to my clients for years so I figured I'd recommend him wholeheartedly here on Yelp as well!