Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I have been retired for almost 10 years. A year prior to retirement, financial planning wasn't a…read morepriority. Someone referred me to Insight to Wealth for a review. Overwhelming skepticism! I was thinking I could setup my own retirement plan. The more research I did, the more worried I became. I began to imagine the tremendous effort, patience and expertise required. I asked for a plan. Enter Brian S. Brian emphasized that a hedge against inflation is key in a solid retirement plan. I didn't think of that. So, he setup a diversified plan consolidating all my IRAs and 401ks using various investments vehicles. The variety provided protection against inflation, he said. 10 years later, I am living a lot more comfortably than during my working years, thanks to Brian and his team of experts!

My brother referred me to Jeremy and his team at Conversant and I've been with them for almost…read moreseven years now. From the beginning, Jeremy has prioritized getting to know me, my career, my family, and what matters most to us. What impresses me most is Jeremy's approach, he is not focused simply on "beating the market." Instead, he helps us stay focused on the bigger picture, studying how markets have performed and reacted over time and planning ahead for the next opportunity. Jeremy schedules quarterly check-ins and is attentive and easy to talk to, I always feel like his advice is tailored to our family's goals. I'd highly recommend him and the Conversant Wealth Management team to anyone looking for a trusted advisor who truly takes the time to understand you.

They are professional and very knowledgeable. I feel safe with our money being managed by them.read more

I reached out to ScoreWell when I had an unexpected finding in my credit report. Instantly the…read moreteam, Ken and Bryan went into action and submitted the appropriate disputes and within a week all 3 agencies fixed the error. Amazing! Highly recommend!!

I want to give my sincere thanks to Ken and Bryan for helping me fix my credit reports. Even though…read moreeveryone tells me it's supposed to be easy to take my sister's items off of my credit report, it took me 3 years to get every single item off of every report. It was preventing me from achieving my own financial independence because my sister's loans on my report were impacting my ability to get accepted for a credit card. So I turned to Scorewell. Bryan helped me take off my sister's items with ease and aplomb, and Ken guided me on how to start building my credit with a secured card. Now I'm glad that I'm starting to build my credit. Thank you, Ken and Bryan, for all you do!

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.

Laura is one of the best in the industry! She takes great care of her clients, is very honest and…read morereliable. She is there when you need her, and she is a great resource for anyone in the Contra Costa County and San Ramon. I would definitely recommend her services to all of my friends.

Amazing Service our representative Aaron Peabody is second to none. Great service and even better…read moreknowledge of the market!! Thank You Aaron and Team you have been amazing!!

I'm so grateful to be working with Selina Chiu at the San Ramon branch of Charles Schwab. She has…read moretaken personal time, both before and after office hours, to carefully think about the best financial strategies for me. Our meetings in her office are always very thorough and focused on my financial needs. I also feel very fortunate to work with her because she speaks Mandarin, which helps me clearly understand what works best for me under her guidance. There is no better advisor for me. Because of her excellence and dedication, I have already referred a couple of friends to her for initial consultations. I truly enjoy working with her and look forward to continuing for many years to come!

I was extremely happy having Gillian Qian help me set up a second family trust account for my…read moredeceased mother. Gillian was very knowlegable about trusts and did a great job in answering all my questions.

Paul and his team have been amazing with figuring out my retirement options and we have a strategic…read moreplan moving forward. They are awesome and I am so happy to know my financial decisions are in such great hands. Thank you!

I've worked with Paul for many years now, but recently have been working much more intensively…read more He's proven to be very knowledgeable and helpful. He clearly listens to and plans towards my goals. My previous experience with other financial planners was fairly generic where they more or less just push their own agenda while calling it a "plan". It's clear in dealing with Paul that he's actively working with your benefit as the primary concern. He's highly professional and definitely a valuable asset.

We have been working with Summit Wealth and Retirement Partners for 10 years and have been…read moreextremely pleased. If you're looking for integrity, expertise, great communicators and just plain great people we would highly recommend speaking with Summit to find out what they offer.

We worked with the worst tax accountant ever Debbie Pham. She was very recently a real estate…read moreagent and it shows. She lost documents and submitted incorrect tax forms to the IRS. When trying to work through the IRS issues she was very unresponsive. With the upcoming tax season I noticed she is still working in your organization so I am encouraging everyone to stay far away from working with your company. I just want to make sure nobody else gets terrible service like we did.

Sloppy financial services. Lack of attention to detail missing critical factors in planning and…read moreassisting customers in their lifetime financial planning. Be cautious in your decisions in allowing them handle your money. If you do use them get outside auditing to ensure your investments safety and planning.

I visited this branch last Friday around 4:00 PM because I was interested in opening an account…read more There were only a few people there, so I waited until someone became available. When I approached the front desk, the receptionist asked how she could help. I told her I wanted to open an account, and she asked what type. I explained that I wasn't sure and was hoping to speak with someone who could guide me through my options. She told me no one was available and that someone would call me instead. During this time, there was a man in a suit standing behind her who did not appear to be assisting anyone. The interaction felt rushed, as she quickly took my phone number and mentioned someone would contact me. I understand it was close to closing time (they close at 5 PM), but I arrived with enough time to at least schedule an appointment or receive proper assistance. It has now been a week, and I have not received any follow-up call. As someone ready to open an account and bring new business, this experience left a bad impression. Customer service and feeling welcomed matter, and unfortunately, this location did not meet those expectations.