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.

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.

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.

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!!!

HWM is my trusted fiduciary financial advisor! They have…read moretaken excellent care of my portfolio, and helped me feel secure in my retirement.

Not sure what else to say but there is nobody on earth I would trust more than Hilary and her team…read more They are wonderful to work with, thorough, thoughtful, and take care of and our future. We love them.

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

DO NOT DO BUSINESS WITH HENRY!!!! He is a scam artist. He took $2,000 of my hard earned money to…read more"fix my credit" in January and now has ghosted me. He will not return any of my phone calls or text messages. Completely vanished. I trusted him to help me a single mom in the bay working my ass off to get a car that I needed, but couldn't because of fraud he was suppose to clean up. But mostly I lost a huge business opportunity because of him. I have reported to him to the Better Business Buero and next reporting to the news. I'm also blasting him all over social media to warn everyone of Henry. This is a scam. Henry how the fuck do you sleep at night???

Henry is a vèry poor business man.Because of Henry and his business Partner Dave,I was forced to…read moredeclare bankrupcy.Henry and his business partner Dave Convinced me and my girlfriend to put our names on prius cars,for a uber program.We were promised 10 percent of what the driver brought in.I received 0 dollars from this program,instead the cars were abandon in parking garages. I was forced into bankruptcy and and now have a repossession and a bankruptcy on my records.Not to mention the emotional and physical toll it has taken on me.The last two years have been pure hell.While Henry and his Partner Dave,go unscathed.This is so not ok.

Michael is simply the best tax and financial professional I've had the pleasure of working with…read more His deep expertise and genuine passion for his clients' unique financial situations set him apart. He goes above and beyond to maximize savings and minimize tax liability -- both for individuals and business owners. If you're in the South Bay area, I highly recommend him without reservation.

Michael Hua has been my CPA for many years, providing outstanding customer service. He consistently…read moregoes above and beyond to help reduce my taxable income and offers invaluable guidance as a financial advisor.

What a horrible experience! I walked in to open an investment account with Charles Schwab. Anthony…read moreQiu who works in the front was the worse and most rude employee ever. I wanted to start an investment account with 100,000 that I have saved. I was told Charles Schwab is a great brokerage to start with. Upon arrival he didn't even ask if I need assistance. I approached him asked if I could speak with someone in regards to opening an account and how it works. I have never had any investment accounts and nervous but something I need to do. His reply was "what questions do you have" I told him I want to open an investment account and don't know too much but have 100k I saved and ready to start. He smirked and laughed in my face and said again what questions do you have. Already I felt like I need to leave but replied with few questions about how it works what do I need to do and what kind of investments. This is my savings and nervous and want to know what the basics are. He then said " do you want to borrow a computer to open an account?" I told him No I came to the bank to speak with someone in regards of investment accounts and would like some information. His next reply... "What questions I just answered them for you "and laughed in my face again! I felt so disrespected and could not believe this was happening. I'm in shock that Charles Schwab has people like this representing them. I'm trying to give my business to them and this is the representation they have smh. I left and now looking for a new investment bank to hopefully use.

I recently visited this Charles Schwab branch with a task to open a new investment account and…read moreneeded guidance on allocating a $150k deposit. Honestly, I was expecting a long, complicated process, but my experience couldn't have been better, entirely thanks to Anthony at the front desk.