We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

Starting to Build Our Financial Future: We were new to personal finance and had finally reached a…read moreposition where we could think about saving and investing. Katy offered packages that were perfect for our personal finance journey. She helped us understand the recommendations she was making, so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed and could actually start taking the steps to a stronger financial future. We saw the many benefits of her guidance and look forward to working with Katy and her team as we grow our family's financial security.

We have been working with Katy for about 7 years now and it has been the absolute best decision…read morewe've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years in a very competitive market. After we started working with Katy we were much more confident and finally able to make it happen without overstretching ourselves. We continue to have check-ins as needed for all kinds of questions, from stock and investment allocations, to college 529 plans, to retirement and she's very knowledgeable and responsive. She's extremely easy to talk to, honest, and straightforward. We've already recommended her several times to our friends and family.

Margie is a consummate professional. She recently decluttered and emptied a three unit building in…read moreSan Francisco, making sure that most items were sold, consigned, donated or given away. She and her crew were efficient, on target timewise, reasonably priced. I enjoyed working with Margie and highly recommend her.

Margie is a true asset to have on your team. Patient, professional, ambitious, creative, and…read moreskilled -- there's nothing to regret about this talented financial advisor. Working with Margie is worth your time.

If there was a negative 5 star rating I would choose it. Only selecting one star because it is…read morerequired in order to post this. I completely agree with Susan D's post, from Nov 1, 2022. These people are wolves in sheeps clothing, money hungry and could care less about their clients; I don't trust them at all. On the surface they dress and appear humble, however, they do literally have many years of Theatre experience, so, they put on a great act. They spend time during working hours creating and enacting dramatic scenes to test and abuse selected employees. For example, one pretended to be having a heart attack to see if she would get help. Another entered the office loudly stating she was so upset due to her blind, deaf sister being abused by the husband and spent the entire day loudly speaking about it so that everyone could hear then selected an employee to find out what she should do about it. This is usually done in front of the business owners and is complete allowed. It would have been better to spend that time actually helping the paying clients instead.

I have been working with Marchi Smith and Levin for the past 5 years because I have a client in my…read morefacility who uses them as her fiduciary. They are very easy to work with, very professional and take really good care of their clients. I have been working with Jennifer and she has been easy to work with. She is very involved with her client and very prompt in responding with everything she needs. I have worked with other companies for my clients but this company has been the best so far. David Levin has also been a pleasure to work with. I would recommend working with this law firm.

I've worked with Jeff over the past year on both my IRA and individual portfolio. He recently…read morehelped me transfer some IRA funds to an insurance company in order to receive increased monthly annuity payments. That took awhile from the consultation and planning period to actual implementation. Jeff did research for me to figure out if this was a good move for my needs. After all the back and forth communication with the insurance company and endless paperwork to fill out, I can say that I'm a happy camper and I received my first annuity check from the company yesterday. We did it Jeff! He is a very patient and personable financial advisor and I cannot recommend anyone better than Jeff. He listens and hears what your specific needs are and goes to work from there. With the aid of computer data analysis and his personal research, he came up with a plan to fit my needs in retirement. I live in San Francisco and he made a special effort to meet at my house along with a Zoom meeting. I'm not tech savvy but he showed me how to prepare and sign documents online. He made things so simple and easy to understand. I can rest easy knowing that Jeff and Terra Blue have my back with financial affairs. For those of you who may question the need for a personal financial advisor I have to say that's it's worth every penny to give Jeff a call.

I know Jeff from Toastmasters, and have heard him speak knowledgeably about personal finance…read more Wanting advice about my own personal finances, I took advantage of the free first session he offers for consultation. He was able to be flexible regarding scheduling a meeting, too, which I appreciated. One thing that sets Jeff apart is how he takes into account the emotions/feelings we have about money into his advice. I really appreciated his help, as we went over my expenses and figured out what I could afford for rent. I appreciated your sound advice, Jeff. Thanks again!

My husband has just gone out on his own, started his own business, and I will be taking care of the…read morefinances. Bookkeeping and business financing is not my natural strength. Ami has stepped in to bridge the gap between our entrepreneurial leap of faith and our dreams of being successful business owners. With Ami we have a much better understanding of how Quick Books can specifically help manager our custom tile business. She has installed a feeling of confident and control in the business portion of our life. I am looking forward to future meetings with Ami. She is truly passionate in the small business owner and has so much experience and guidance to share with us. We started with her soon after we launched "Willoughby Tile" so we can have a strong foundation for our business and any filing mistakes can be pointed out and corrected right off the bat. Ami is knowledgeable, understanding of the abundancy of questions new business owners have. I feel she want's us to understand the way our business is financially managed, through Quick Books, not just the logistics of the software because it will help our business thrive. Her heart is in the right place. We are getting so much more out of Ami's CPA services than we ever thought possible. Thanks to Ami we have a chance to start a family business.

Stacy Hering Astor and her great team have really taken great care of our whole family. First, she…read moremanaged my mother-in-laws assets. I remember my sweet, elderly mother-in-law complaining that she was making so much more more that she had to pay more taxes. Now, she manages my mothers assets and our personal assets. Did I mention that I am super picky and hard to please? Oh, and now we are proud owners of great long term care insurance.

From the owner: At Astor Financial Group we share our savvy, experience and out-of-the-box entrepreneurial spirit…read morewith companies of 20-200 employees. AFG supports Interim CFO's, HR managers and owner-founders. Astor Financial Group is your preferred advisor for all benefits, retirement plans and design & 401k investment selection, insurance negotiation, tax preparation and tax strategies, health insurance, life Insurance, disability insurance and long term care insurance plus other tax savings benefits. Deep experience with Start-ups, Technology, Game and Media Companies, Medical groups, Doctors & Attorneys.

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

She's very nice and very knowledgeable! I feel comfortable working with her. She gave me more…read moreinformation I needed to know for the next year.

Vanessa is amazing. What more can I say. She's punctual, kind, knows her business and is always…read morewilling to do what it takes to continually add value to our working relationship. If I could give her 10 stars I would. Absolutely a master of her domain. Thanks Vanessa!

I feel it's important to review here because my experience was so different from what others have…read moresaid. Possibly, I'm a really different customer. If you're like me, and live month to month on a tight budget, then read on! Initially, Vanessa seemed motivated to help get me and my husband get on track with our budget, and financial picture. Quickly however, things went wrong when she developed a financial plan based on me working additional hours every week. Oddly, I don't have the option of working additional hours, so it was perplexing, to say the least. Why not go all out, and base a budget on me being the recipient of a multimillion dollar inheritance. Next, Vanessa was supposed to help me consolidate some retirement accounts from previous employers. This fell through, and I ended up using the free Fidelity representative, at my job, to do this for me. Lastly, after confronting Vanessa, she offered to refund less than a quarter of what we spent on her services. We hadn't yet done out mid-year review! Conclusion: Vanessa is very interested in selling insurance policies. If you are interested in buying expensive disability insurance, and want to stack life insurance polices, then Vanessa is for you. She will go on about this ad nauseam. If you need financial planning read Suze Orman, and save your money. Vanessa is not a certified financial planner,