Juliette is a great person to work with. She has a wide breath of knowledge across a lot of…read moredifferent financial products and goals. She listens and adjuta based on your questions. She is patient enough to help explain after fifty questions to finally help find the one pay off the answer that you weren't quite getting. I can't say enough good things about working with her.

After 25 years of being with the wrong people investing my IRA (huge egos, poor investment advice)…read moreI found Juliette on Yelp and never looked back. Unlike the two people I was with previously she doesn't charge a quarterly fee. I never felt that my portfolio was being overlooked. She keeps me updated on the state of affairs and discusses all proposed changes with me. I'm retired now, and my investments are doing very well. I have total confidence in Juliette. If you're unhappy with your investment people or know someone that is, contact Juliette.

Over the years, Anna has successfully guided us from pre-retirement and into retirement. She's…read moresmart, patient and very hands on. She responds quickly to questions and is thoughtful in her responses, customizing her solutions and providing options to meet our specific needs. I would highly recommend her.

My husband and I recently had a retirement plan put together by Jennifer Bush and their staff. We…read moreare so grateful to have her as our CFP. Jennifer is very caring, kind, knowledgeable and down to Earth. She is easy to work with. She has been diligent with everything concerning our plan. She is excellent at explaining what needs to be done, she goes over every detail and makes sure you understand how to implement the plan. We appreciated seeing the different scenarios/columns in regard to our three housing options. We discussed what makes the best financial sense for our future retirement. It was eye opening to see where our money goes and how to make a budget. We are very aware now and make better financial choices. We looked at the worst case scenario and best case scenario and what needs to happen to get the best outcome. After seeing it all in writing it made things very clear. It was so helpful to have another set of eyes to go over everything. We felt like a weight had been lifted and it gives us hope for our future. I have an outlined to do list of what I need to take care of. We looked at our Trust, bank accounts, investments, life insurance, housing insurances etc. We had a previous Advisor but unfortunately it was such a bad experience for us. I was stressed and worried, not knowing who to turn to for help. After several months of searching the internet and narrowing it down, I kept coming back to Jennifer's profile. I am so glad I reached out and got the help we desperately needed! Our experience with Mainstreet Financial Planning has been extremely positive and we highly recommend Jennifer Bush and the entire Team.

I found Jon Korzekwa at a rival company a couple of years ago. This was at a very low point in my…read morelife since I had lost my job. I was too young to retire and too "old" by some people's standards to be hired. He is the BEST in the industry!. Jon works for you to meet your financial goals. He organized my financial life so that I was not bleeding out all of my retirement. Jon constantly improves himself by reading everything he can get his hands on regarding the Financial Markets. When I called him one day and found that he was no longer working at that Company I was crushed. No one would tell me where he went. I got on a Social Networking Website and found Jon AGAIN!!! When Jon explained why he moved to Schwab I knew it would be the best for him and for me. I am so happy to be working with Jon and Charles Schwab. If you take my advice, you will be too. Sylvia

I recently received some much needed help from Edwardo who works in the Charles Schwab Los Gatos…read moreoffice. Edwardo is popular among customers as he is done to earth, competent and really knows money matters !! The other day I needed some help with my IRA and Edwardo took the time to help with the paperwork and get things done. I felt good after and highly recommend Edwardo for your investment and retirement needs. Patrice

Wake-Up Call of a Lifetime…read more As someone who's spent years in the medical field as a nurse -- dedicating myself to caring for others -- I'll be the first to admit: I never really took care of my financial health. I didn't grow up with good financial habits, and I've never been someone who felt confident navigating money, retirement, or planning for the future. But getting Sunny involved was the turning point. This wasn't just financial advice -- this was a total mindset shift. Working with Sunny was a real wake-up call, in the best way. He helped me do what I had avoided for far too long: face the numbers -- and gain power over them. Together, we mapped out my retirement goals, created a plan for my daughter's 529 college fund, and broke down exactly how much I need to save and spend each month. For the first time, the fog cleared. The future became real, and possible. And here's the kicker -- I always thought I was overspending... but once we ran the numbers? Sunny told me I could actually splurge once in a while! Imagine that! For someone who thought financial planning meant restriction and fear, this was like breathing oxygen for the first time. Sunny isn't just knowledgeable -- he's relatable, caring, and deeply committed to helping people like me realize: I can do this. He didn't just build a plan. He helped me build belief. If you're on the fence -- don't wait like I did. I only wish I had started this at the beginning of my career. I could've avoided years of waste and guesswork. But now? I'm taking ownership of my financial future, and it feels incredible. If you're ready to stop living in the unknown and start building the life you deserve, talk to Sunny. He's the real deal. Highly, highly recommend

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.

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.

Really missing the friendly folks up the street at Charles Schwab, but after switching financial…read moreadvisors have to work with Fidelity. Writing because this is the third or fourth time that they've refused to do anything to help on routine matters, referring me instead to the Customer Service phone number where I "may have to wait to get through." I assume the this was because the receptionist needed to get back to browsing the internet (there was no one else around).

I was looking for a new EA after my previous tax preparer had forgotten to file an important…read moredocument for 4 years straight for my LLC. I found Brandon and after reading other reviews I went ahead. From the start, Brandon had excellent communication. He thoroughly answered all my questions and made the process very smooth with lots of online options. His questions he asked were ones my previous preparer never asked me, which impressed me and showed me his diligence. He always answered questions regardless of what time it was. My rather complex taxes were done in just a day. If you are looking for a tax preparer that communicates and works to ensure his clients get their taxes filed correctly, Brandon is your go-to!

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!

I reached out to Michael as one of very few fee-only advisers on complex whole life and universal…read morelife insurance policies I found nearby. Michael has analyzed the existing offers vs. my needs and recommended to change the policy I was about to choose. The new policy my brokers have found with his advice was much more efficient and my family will eventually gain a very substantial extra benefit. Even if Michael's consulting fee was 10x higher, his help would have easily paid for itself. He really knows the life insurance business and is one of the best financial advisers I've ever worked with. I know he also advises on investing, retirement and estate planning and am looking forward to working with him again after he helped my family so much with his objective life insurance recommendations.

From the owner: We are dedicated to helping you obtain financial peace of mind by balancing your current needs with…read moreyour future goals, which often includes: Retirement Planning; Education Funding; Estate Planning; Investments; Wealth Management; Risk Mitigation; Tax Efficiency and other topics. We provide comprehensive financial planning and investment services on a "Fee-Only" basis. Our fees are hourly, project or retainer based. The fees are not a percentage of assets under management and we will never sell investments or insurance (unlike 95% of other financial advisors). The financial plan that we create for you helps you to achieve your short and long-term goals. Your investment portfolio will be based on your goals, keeping in mind your risk capacity and tolerance. It will also be low cost, tax efficient, easy to understand and designed to provide a high return for your appropriate risk level. Call 800-347-1340 to see if we are a good fit to help you achieve financial peace of mind!