This was the most financially complicated year of my life and I needed to do both my taxes and my…read moredeceased fathers taxes. I've never worked with a tax professional before. Akram made it feel easy, he answered all my questions, had clear communication both via email and phone, and was a pro with all the paperwork handling. Taxes are stressful, it was great having All About Your Taxes handle it.

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.

I had recently retired early due to medical reasons. I worked for the Federal Aviation…read moreAdministration government sector and have a TSP fund. Unfortunately, there are many companies just waiting for the opportunity to get their hands on your retirement. I am so grateful that Jesus Christ lead me to Kalvin. I was not prepared for retiring so early, it is very scary place to be and my finances was chaos in my mind. When I contacted Kalvin he gave me sound counsel regarding my current financial status. It is very hard to find someone who listens well especially when you are feeling terrified about your financial future and overwhelmed by all the laws and how the market runs etc. Kalvin reassured me and gave me some sound advice and already my TSP has shown some gain. I will continue to work with Kalvin, he truly is an ANGEL sent from God. Simply put if you are looking for someone who cares about giving sound advice to help manage your financial needs in a world where it seems everything is crazy, I highly recommend you contact him. He will help you by helping you understand stand you financial state in simpler terms and if you have questions he will answer them for you. Trust is a hard sell these days so it was a relief to find someone who has my best interest for my future and that is Kalvin. Also, Kalvin thank you for all you patience as I cried throughout our counsel session. :}

Kalvin offers comprehensive financial knowledge as we plan for a growing family, buying a home, and…read morestarting a business. Despite my own lack of financial knowledge, Kalvin was able to explain things in a way I could understand, and feel understood. He listened well, offered advice in line with our family's values and goals, and had all the next steps and referrals we needed.

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

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.

Jeff spent a lot of his valuable time to provide me with great advice about selling my business,…read morewhen I was confused and apprehensive about the process. He is genuinely interested in helping people--even those who are not his regular clients--navigate a confusing and muddled process. I highly recommend him and his services.

Provided a lot of information snd good advice and direction for the next tax return. His staff were…read morepleasant helpful and attentive

I have been working with James for many years now and only have good things to say. He is very…read morekind and helpful along with keeping my money safe and growing. I highly recommend him!

My husband and I have been working with Jim for a few years now, and couldn't be more pleased with…read moreour professional relationship. Jim breaks things down into manageable, understandable explanations, and always offers various scenarios. He listens carefully and fully considers our input. His market insights and guidance have been very helpful, and we've seen our portfolio steadily grow. We feel confident about our financial future as old people! In addition to being so smart, Jim is a pleasure to talk to. He is matter-of-fact, kind, and funny. I truly appreciate being equally included in all meetings and decision making. I highly recommend Jim and his services!

I'm good at saving money, but not so good with tracking investments and such. I don't generally…read morehave the time or proper knowledge to track everything. I mean, I'll get into it for a short period, but it's ultimately unsustainable for me. The Golub Group has been amazing for all these needs. Everything is now well organized, they are highly, highly responsive (something that can get a bit aggro about) and I pretty much always feel secure with them on my side.

I am a Private Professional Fiduciary and my office has been working with Golub Group for the last…read more4-5 years. We have been blown away by their professionalism, dedication to their clients and this community, as well as their very friendly and inviting culture. The whole team is extremely communicative, honest, hard-working and a lot fun to work with. Our office continues to recommend Golub Group to our clients and associates.

I reached out to McKinley to explore some financial possibilities. Mark took me on as a prospect…read moreand was fantastic. He was incredibly friendly, obliging, and easy-going. He fielded no shortage of questions and consistently gave thoughtful and helpful answers. The level of service he provided was head and shoulders above other financial professionals I spoke with. If you're going to have someone manage your money, Mark is a great choice--trustworthy, transparent, and thoughtful. I recommend him unconditionally.

After losing a large portion of our savings in the market crash, we wanted to find more stable…read moreinvestments to improve our financial security. Troy has been excellent in providing comprehensive investment advice, including identifying investments with significant upside, but with very limited risk of loss. In the first six months, we earned 30% across all investments. We now have investments that will provide tax-free annuity payments when we retire, as well as investments earning above-market rates that are liquid and can be used without penalty in the event of an emergency. Troy and the McKinley Financial Group have restored my family's confidence in our financial future.

Don't invest here. Horrible firm. Lost a huge chunk of my portfolio in a very short time. They…read morecharge you even if they invest wrong and lose your money. Zero culpability. They don't care about their customers and will turn their back on you if you question their strategy. Professional scam artists.

From the owner: Bailard is an independent wealth and asset management firm serving individuals, families, and…read moreinstitutions alike. We have built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house sustainable impact investing expertise. Through it all, we work with our clients to align their financial goals with their values. A values-driven firm based in the San Francisco Bay Area, we are deeply committed to Bailard’s core principles of accountability, compassion, courage, excellence, fairness, and independence. Bailard is a majority employee-owned and women-led firm, a Principles of Responsible Investing (PRI) signatory, and a Certified B Corporation™.

My brother referred me to Daniel Weissman to invest some money and he was amazing. He gave me such…read moregood advice, got my account set up right away. He followed up with me if I had any questions. Scott Salerno who works with Daniel followed up with me also. It is so nice to have a contact if I need anything. The service was superb. I highly recommend Daniel and Scott from Schwab.

Helpful and responsive staff, with ample street parking out front…read more Compared to the Schwab branch in downtown SF, this one is a lot smaller but still gets the job done quickly. I called in the morning requesting an appointment, turns out, depositing doesn't require an appointment. Swung by after work, got the deposit done in less time than I expected. 5 stars for the staff working here.