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.

When I left the corporate world and started doing contract work on my own I wanted someone to help…read moreme grow my retirement plan. A friend recommended Dave Magnuson and I haven't looked back. Dave is incredibly smart, knowledgeable and very easy to work with. He took the time to get to know me, my longterm goals and what I was comfortable with. He is great with communication and lays out options in a way that you understand but also feel empowered as you gain more knowledge of your financial health. After seeing my retirement portfolio grow we have now added financial planning for our children. We feel so secure with Dave handling all of our family's needs. Last summer my mom retired and back we went to Dave to make sure she was making the best decisions for her life during retirement and that she would have a comfortable financial future. My mom feels very stable in the decisions they made together and so appreciates the comfort level she felt with Dave during a huge life change.

David is exactly what I was looking for - an extremely bright guy (Stanford grad, Georgetown law)…read morewho can advise on and manage all of my financial needs. Not only can he manage IRA and other retirement accounts, he can advise on employer's 401k investment options (even though he can't manage them directly) and he can take care of estate planning and other family-related legal needs. He's super friendly and easy to talk to - not pushy or salesy, and very patient with questions. He makes complicated investment concepts easy to understand, and backs up his strategy with decades of data.

We came to Larry due to that year our tax got complicated. I think I had to beg my friend to tell…read moreme the man behind their tax preparer. So glad we found him. Larry was just by himself back then, now he's with John and more. Larry is very patient, funny, responsive and detail oriented. Preparing taxes made easy over years as long as you know what you need to submit to Larry or John. We recommend him to one of our friend, they are very happy with Larry!

This is a very bad experience, so I will be fact based here…read more Tax Squad did 4 tax returns (two personal returns and two trusts). A mistake was made by Tax Squad. On top of the additional significant tax that needed to be paid (my responsibility), there was also $742.87 in penalties and $169.08 in interest, totaling $911.95 (which was Tax Squad's responsibility because of their mistake. NEVER DID THEY OFFER TO REFUND ME THE $911.95 FOR THEIR MISTAKE!! And if you are wondering, No, I am not looking for money in writing this and I did not ask them to pay it. As a professional tax preparer, they should have voluntarily paid that for their mistake without me having to ask. Instead, they simply instructed me to just pay the balance. NEVER DID THEY OFFER. They chose to just throw this financial obligation onto me, so this is making you aware of this practice. This mistake was caused due to a tax software issue which they could not resolve. Certainly there are things outside of our control, but it got to a point where I was doubting when I would get my return. I went down there at 10:30 in the morning in March (the height of tax season), and the only one in the office was the office admin. Finally the owners showed up at about 10:45. I realize we work in a modern day of remote work and outside responsibilities, but when you are a business owner, you need to be front, center and available to your customers at that hour. The returns did get filed but the communication and the failure of Tax Squad to not take responsibility for the penalties and interest of their mistake leaves me no choice but to leave this review. I have been a client of Tax Squad for close to 10 years but now that the business has been sold to Jess and Sim, it is a different experience. I certainly hope the service improves for the next person.

Aaron was recommended to us by a friend when we were trying to figure out what we should be doing…read morewith our money to feel comfortable in the future. We have always been savers, but knew we weren't making the most of what we had... and we were worried that we'd never be able to retire, or even if we could survive without two huge incomes in the Bay Area. Aaron listened to all our concerns, looked at our finances, and then went over everything he'd do so we could feel comfortable about our future. He likes to say he's not a therapist, but I literally got more out of his meetings than I would with any therapy. Aaron makes you think about what's really important to you in life, and how best to use money to actually be happy. With his guidance, my husband and I are so much more comfortable with our future. Aaron is so easy to talk to and we mesh well with him. We had actually talked to another advisor before him (another recommendation), but didn't feel very comfortable with him. Every meeting we have with Aaron, we always comment how we're so glad we found him! Highly recommend!

Aaron has been an excellent guide during this difficult time in my life. Because of him I feel…read morebetter about my financial health and he has help to ease a lot of anxiety about money and my future.

I greatly enjoyed my experience working with Tan. Tan was professional, highly skilled, and our…read moreprocess together was seamless from start to finish. I would absolutely recommend his exceptional services to anyone in need of them. Overall, Tan runs a great business and is a pleasure to work with!

It's difficult trusting anyone with your finances. After meeting with about 6 different companies,…read moreI am glad I chose TWM. I was referred to him by a family member who knew him from a prior firm. Tan, made m feel extremely comfortable, listened to my goals and guided me to making the right financial decisions that suit my current and future needs. He was not persistent, did not use any sales tactics, etc. He provided me all the information necessary and allowed me to make the decision at my convenience knowing he is available to respond to any questions or concerns. I appreciated your help and look forward to working with you short and long term.

I would like to give 0 stars. I worked for the same company as the other reviewer. I am now trying…read moreto withdraw my funds to rollover to another brokerage firm and the company has stalled in sending my distribution check on several occasions. They have also been incredibly rude and have very poor customer service. Stay away from them. They are unethical and skirting legal lines.

Great company. Takes the time to answer questions, and always gets back to you with an answer…read more Pension plans are incredibly complex, and he has made it as simple as one can expect.

My family works with Scott Campbell at this firm and we receive top quality service. 5 stars from…read morefront office to back. I would say that the qualities that make GTF stand apart from others would be their ability to individualized your experience and meet your needs. Also great attention to detail and work ethic. Taxes can be overwhelming and Scott has a kind approachable and welcoming way about him. He makes you feel like he's got your back and you're in good hands. I know I am just one of many clients, but they make you feel as if you're their only client.

This is our second year working with Joe Galligan. Could not be more pleased with his efficiency,…read moreease of scheduling, etc. He has handled all the stuff we've thrown at him, buying a house, remodeling a rental property, my home business, etc, but he's also a really nice, easy-going, personable guy.

One Day Tax Service was recommended by an old co-worker a few years ago. I had a return done in…read more2006, and again for the 2008 tax year, I ended up doing my taxes for the 2007 tax year on the H&R Block website (if I remember correctly a $40, more or less, & efile included). I have a fairly simple return (a $65 fee w/ODTS & efile included)), I file as a single person, and I'm a full-time student, who before starting school again, made a year's worth of student loan payments. Although it was simple enough for me to do online, I prefer the personal service and interaction provided to me by Mai at ODTS. In addition to the things listed above, Mai is able to look at my old file to get an idea of what to expect. I also participated in a class-action lawsuit which ended up in a settlement, and I made a few donations this past year, so it really helped to be able to talk to Mai about such things when thinking about my tax return. It is worth it for me to pay the extra $20 to have personal and reliable service. It took minutes for Mai to look at my documents and to initially input my information, however, it took me a little longer, with tons of questions in my head, to do my own on H&R Block's website. I'm just the type of person who appreciates, and probably needs the extra guidance. Lastly, I appreciate that ODTS sends me a list of things to gather before and bring to my appointment, and that they offered me coffee or tea while I waited for Mai. I highly recommend One Day Tax Service.

very bad experience with the Linda Mar shopping center Pacifica now receptionist Amy has used my…read morepersonal file to find info about me isn't that against the law I'm gonna call corporate and find out this is unacceptable. That is personal and confidential information.