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.

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 been with Amy for years since she first started WFG and opening up my life insurance policy…read morewith her. She exudes professionalism, thoughtfulness, and is extremely knowledgeable in her field. She makes it easy to understand what you're signing up for and makes sure it fits your budget and needs. She courteously performs an annual review of my family's policies with us to let us know where we currently are and it's going in the direction where we want it to go. She's very accommodating to your schedule to ascertain you get the personal one-on-one time. In this day and age, there are so many agents out there but whenever I find someone in need of one, Amy's my highly recommended referral. I look forward to continuing my relationship with her for my life's financial benefits!

Amy is such an incredible agent. She is very knowledgeable in the inusrance industry. I have worked…read morewith her for many years, and trust her completely with our financial goals. I also referred her to my family and friends, which she was able to help as well. Because of her, I can sleep better at night knowing my family will be cared for when i am gone. She is more than an agent, She became part of our family.

Mr. Sean is a highly experienced professional, and his pricing is very reasonable. We have been…read moreextremely happy with his bookkeeping and CPA services for the past five years. He reviews each and every account item carefully, pays close attention to detail, and ensures everything is accurate and compliant. His thorough approach gives us confidence and makes us feel comfortable and stress-free with our financials. Overall, his service has been excellent, and we truly appreciate his dedication, expertise, and professionalism. We highly recommend Mr. SJ for bookkeeping, accounting, and CPA services.

I recently had my personal 2024 taxes done by Sean and his team. They were great! Communication was…read morequick and clear. Sean first sent me a new client form that was pretty quick to fill out. Once that was complete, he shared information on their tax return preparation fees so I understood the cost. We then had a quick meeting (I selected to this virtually, but you can also meet in person) to go through my details. Sean provided a form for me to indicate which tax related forms and documents I had, how many and any notes. You share all of the information securely via Dropbox. Sean let me know after just a few business days that everything was complete and ready for my review. I went through everything he provided and didn't have any questions so they were able to go ahead and file. I normally complete my own taxes with TurboTax and wasn't sure exactly what to expect having someone prepare for me for the first time, but everything went very quickly and smoothly. I'd definitely recommend Sean and his team!

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!!!

Joseph helped both my partner and I through a bad time. Both her parents died within a year, the…read morehouse was sold, profits divided. A cancer diagnosis also threw a wrench into our plans, but Joseph rolled with it, was very patient with all the crisis that kept occurring. He kept us on a steady course for retirement, and gave us good advice when we were freaking out. We very much appreciate him!

It's been a wonderful experience working with Joseph over the last year on our business & personal…read morefinancial planning. Partnering with a fiduciary in the Bay area was really important to us. He's a great listener who assesses and guides us through achieving our goals & desires for the short & long term. He has greatly helped us to communicate as a couple, exploring our different experiences with money, and interpret our long term financial goals into an actionable plan. Ultimately, it's our responsibility to put those plans into action, but it's also reassuring to have Joseph as an agent of accountability so we don't lose track of our own commitments.

Knowledgeable, down to earth and someone I have complete confidence in her judgement and suggestion.read more

Julie is very personable but also very professional. I am a Real Estate/Loan Broker and I can see…read morewhen someone genuinely cares about helping others. She was very gracious with her time and asked strong, investigative questions. Thank you Julie

We met with Mr. Alexander (Alex) Holt - Habitat's Director of Home Preservation for issues…read moreregarding our old home on Tuesday 1/25/22. He was very helpful. We originally hoped to only get a new Air Conditioning unit, but Mr. Holt and his team decided after meeting with us, we should get both, a new AC and a new Heater. :) Habitat for Humanity, contracted with Prestige Manufactured Homes (John Accra.) The Prestige Manufactured Homes Team, worked with Dave McNall, and they worked on our home for the week of June 14, 22. We are very happy, everything is working well. :) We are enjoying our new AC this very warm Summer 2022. :) Thank You Alex, & Habitat for Humanity. Thank You John Accra - Prestige Manufactured Homes. Thank You Dave McNall - Dave's HVAC.

For the last reviewer, awesome that BMW CCA does habitat for humanity!…read more I came here as part of a group for work and instead of building an actual house, we were commissioned to build playhouses which would then be donated to charitable or service organizations to auction off for fund raising. The organization is awesome, the supplies are great, and the people who work here are more than friendly, helpful and welcoming. They're there to assist you but also to give you the reigns to be creative and really get something out of the work you're doing. I like their setup and it's great that they have programs to allow people to build playhouses and houses alike.

Our long time tax preparer retired without letting her clients know. Went on line and read reviews…read moreon prof tax services. Was able to h get appt and was happy with service and tax prep. Will return next year .

Used Neil for the first time this year as our previous Accountant retired. All went well at first,…read moretook our payment for the taxes (over $750) and now has ghosted us and we are unsure if he filed our taxes as the tax site isn't seeing our taxes and no refund and it's been over a month. Really concerned we might have be fraud and no idea what to do at this point.

So blessed to have been Mr. Feldman's clients. He is a true professional! We followed and trusted…read morehis advice and guidance throughout the bankruptcy journey. We learned so much and will always be grateful to him and his staff! We recommend his awesome work!

Dean Feldman is not to be trusted. He is unprofessional. He used to a family court attorney. He…read morerepresented my children. Only spoke to them twice maybe in the years he represented them. After the settlement, which he wasn't a part of, my kids told me how much they disliked him. No wonder he isn't practicing that anymore. He was very unqualified. He literally ruined my life. How do you have clients and only see them twice in years? And how do you not see that the other party was blocking them the whole time? He did not have very good intuition and the ability to see through lies. Unfortunately I am still trying to fix what he and my first attorney did. It has been over 7 years now and they messed up the case so badly that is has been tough to undo what they did. Please, do no trust this attorney. He is part of a system that needs change and severe overhaul. He only sees dollars and convenience for himself. My kids told me after the case was settled by my other attorney that he only spoke to them twice in years. How is that possibly if you are their legal counsel? And he seemed ok with that. I can keep going on and on in further detail but it won't help anything moving forward. I wis there was some kind of legal repercussion for this on him. However the system allows this and he is most definitely part of that system. There's a reason why he switched what type of law he is "practicing" in.