We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Over the years I've had plenty of experiences with Fidelity's security. They have excellent voice…read morerecognition which is superior to pins and passwords which are so easily stolen. From stolen wallets and checkbooks to attempts to commit identity theft, Fidelity has excelled in protecting my account both brick and mortar and online. I compare this to service from Citibank which came up short. Very. Short. The only other organization with security that comes close is American Express. If your account has been targeted Fidelity will raise the security of your account. They will freeze some easily exploited features. This means you can't use it either but it just means you need to call Fidelity and get verified by their voice recognition and they will excute the action on your behalf. The following is a duplicate of a Yelp review that I submitted on another account. Yelp cannot merge accounts so they recommend you copy your reviews then delete the extra account. The original review was submitted in 2020, You judge quality when the chips are down. Recently, I was burglarized And the burglars left spyware on all the machines in my home network. Yeah, that's why they didn't bother to steal the equipment. This is how you reset your passwords when your equipment is compromised. You go to Fidelity and you reset your password. The manager himself carried equipment out to me. The staff let me stay late to finish up. The staff looked up 800 numbers for me. They dialed the numbers and held the line until I was ready for the call. It was almost surreal. Not one other financial institution came close to this level of service. Far as I can figure Fidelity has the best security against identity theft that I've encountered.

Thought it was cool they have a brick and mortar shop near me…read more I emailed a person there and they never responded. This was a referral too -- it's been a few weeks as of this review. Nothing. Calling in for hours, they said I could get it done through the phone. Which I did, and it was actually through the app we downloaded. -- Not upset but I guess why have a brick and mortar if you just prefer people basically use the customer service line and app. For the branch itself, it would be 1 star since they ghosted me but they get a whole star ('could have been better' = 2 stars) because a person there did transfer my call to their customer service line which helped me in the end.

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

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.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

We were looking for a Financial Advisor to help us navigate a post - IPO situation, and after…read morechatting with a few of them, we decided to go with Ron. We had a few good reasons for doing so: Ron starts with getting a good sense of the larger picture, and starts factoring in our financial (and other) goals to chart a workable trajectory toward meeting them. Using efficient tools to quickly snapshot and track the overall financial picture (along with other fuzzy details), Ron stays on point during all our conversations and we always come away from a meeting with concrete action items taking us toward our goals. He's always responsive, and quick to set up consultations for addressing new situations and deadlines. In addition to all these practical qualities, his in-depth knowledge of tax laws and attention to detail have helped us make the best decisions multiple times. I highly recommend him to anyone hoping to reach their financial goals, or for anyone looking for a CFO for their financial lives.

From the owner: We specialize in providing financial planning and investment management for early to mid-career…read moretech professionals and their families. We focus on the topics that are important to you like reducing your taxes, managing your equity compensation, saving for college, and planning for financial independence. Like you, we believe in the power of technology to improve the lives of our customers. We use the industry’s best tech stack to provide you with a complete picture of your finances.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

I just immigrated to the country, and was treated like a national threat by their customer support…read moreline while trying to verify my account. Horrible experience, devastated that I will have to continue working with them as they were selected by my employer.

So impressed by the entire intake and online platform experience. I opened an IRA account online…read morewith no issue. I called customer service, who was very responsive and they guided me to visit the local branch for a deposit. I got to the Sunnyvale local branch, and the front desk personnel were knowledgeable, quick, and welcoming. They will definitely be keeping my business.

Akram & John have done a great job for us every year. They are organized and make the process…read moreeasy. We highly recommend them.

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

Alan D. invited us to a financial investment seminar, "Savvy women, smart investors take charge of…read moretheir financial future," for educational purposes. At first we were a bit skeptical as most seminars have a underlining sales pitch and pressure accompanying them. I think we've all been there, one time or another. Upon arrival we were greeted and introduced to Shane Jacksteit, Edward Jones Financial Advisor, and Grant Martin, MFS Fund Distributors, Inc. Regional Manager. MFS is know for their invention of the mutual fund concept in the early twentieth century. The seminar was very informative from the basic financial investment strategies to some historical facts. The guest speaker Grant Martin, who simplified complex financial topics into easily understood concepts, using illustrative examples. He made us aware of many investment approaches that should be considered, and the first and foremost the concept of "paying yourself first." The seminar also discussed the reality that most women survive their husbands, and how that places investment responsibility on them. The seminar also covered topics, such as, retirement planning, educational planning, importance of seeking financial advices during critical life events, eldercare, estate planning and financial basics. I was very impressed with the seminar and the knowledge I've gained from it. It made me think about our personal financial investment goals and approaches, and how we should considered other diversified investment strategies. The best part was the relaxed approach to the seminar with potential avenue for financial advising if we choose to do so. Thanks Alan, Shane and Grant for an educational evening and the healthy snacks.

Seldom a financial seminar is fun and enjoyable. We were here to support Alan D but ended up really…read moredigging the whole presentation. The seminar by Edward Jones presented side by side by MFS Fund Distrubutors Inc. Grant Martin Regional Manager and Shane Jacksteit Edward Jones Financial Advisor. First off the seminar was called " Savvy women, smart investors take charge of their financial future." Here's two guys leading this event. Couldn't they find a qualified woman to do that:)? Well Grant Martin's mentor was a savvy woman who's in the industry long before Alan D was born. Shane Jacksteit has his wife present and gave him street cred:) But the short of it is this two managed to enlightened the group and answered our questions and scared us to death about our really bad spending habits. Also managed to remind us that being prepared is half the financial battle won. They did all these without sounding and acting like used car salesmen! Compounding pennies sounds really interesting right now!