I specifically worked with Amie…read more 15/10 recommendation. The first time we spoke, around a year and a half ago, Amie (gently) turned me away and shared her free PDF as a resource to get a better handle on my finances before I paid for her services. I feel like most places would have taken my money and not have put my best interest first so that was really surprising and honestly, solidified my interest in working with her. She has a really good character! A couple of months ago, we met for the second time and I had paid off all of my debt and had an emergency savings, so we agreed to move forward with the final call & financial plan! I feel a lot more confident about retirement and that I'm making the right choices with my money. Amie is very kind and straightforward, and also happy to answer any questions! I am 25 so I had a lot of questions haha. My only regret is that I did not know about a financial planner when I was younger. Had I had seen Amie at age 20 or 21 I feel like I would be in an even better financial situation. Again, I highly recommend Amie and can only imagine that the others who work at Lulafinancial are just as great!

I've known Amie for years as a performer, and after discovering they were also a professional…read morefinancial adviser, I jumped at the chance to meet with them. I've worked the last 15 years as a professional freelance musician and teaching artist, and had never met with a financial adviser, so I came in quite nervous, though eager to learn. Within minutes of our first session, she laid out some excellent core tenets for me to follow, assessed my financial situation, was realistic and transparent, suggested several easy steps for me to start. She did all this while being supportive and encouraging - allowing me space to drop any guilt or shame for having "started late" on things like building retirement savings and investments. She was professional, knowledgeable, kind, and followed up immediately with a write-up with action items for me. Needless to say, I feel infinitely more confident and clear on next steps, and I'm excited to continue working with her. Do yourself a favor and hire Amie for a financial planning meeting! It's one of the most important steps I took in adulthood and you won't be sorry.

I highly recommend Sean Burgess' financial planning services. I chose Sean because of his…read moreaffordable, one-hour consultation session offering. I wasn't looking to spend thousands of dollars to have a financial advisor provide ongoing money management services. I really just wanted an expert to look at my situation in detail and provide advice that I could execute on myself. That's exactly what I got, and it was an incredibly valuable hour for me. Going into our session, I felt overwhelmed and without a plan for achieving my short and long term financial goals. Sean examined my situation (via a detailed questionnaire he had me complete in advance of our meeting) and provided, in a kind and straight-forward manner, both high-level perspective and clear guidance on specific actions to take. The greatest benefit of my meeting with Sean was that I came away with a much-increased clarity of my financial picture, which improved my sense of control and reduced my stress. I wouldn't hesitate to consult him again in the future when the need arises.

It has been several years since I went to see Sean so please keep that in mind but I just came…read moreacross his Yelp profile and realized I should add a review as meeting with him has stuck with me since then. I went to see him originally as I was searching for a financial planner that would really dig into my specific situation and help me "tune" my finances. At that time I had a general idea of finances, more than most people but less than some. I had read up on compound interest, opportunity costs... blah blah... and I had been saving about 50% of my paycheck and maxing out my 401k for decades. I've also tracked my spending in Quicken for about 20 years so I have an amazingly detailed view on exactly where all my money goes. With all this data, I was looking for a partner to put things over the finish line as I wrapped up my last few years of working. So now was the time that I needed another set of eyes on my finances to put an exit plan together and double check my math. It turns out that Sean isn't the person for this type of work. Although a SUPER nice guy with a passion for helping others, his advice from our one meeting was just the very basic fundamentals of financial planning. For example, for retirement he recommended that a person have X percentage of their current salary saved for a certain number of years. This is a common boiler plate idea that is a good starting point for thinking about finances. Unfortunately, this didn't fit my goal of seeing him as I wanted to "tune" my finances, not just keep sacking away as much as possible and use an off the shelf formula to determine success. I was willing to pay for personal advice but what he offered wasn't helpful or tailored to me in any way. I pointed out that this calculation doesn't apply to me because half of my salary as well as my max 401k match shouldn't be calculated into what I need to save for retirement. Will I keep saving 50% of my income during retirement? Of course not. When I pressed him on this, he didn't seem to have an answer. There were many more examples like this where he used a very basic spreadsheet to determine net retirement needed, current savings rates... which, for the right client, would be a great place to start. I do see that some people will get real value from working with Sean because they might not understand these concepts. What I am thankful to Sean for is that he inspired me to take matters into my own hands and dig deep into this project myself so I was able to retire at 50. This wouldn't have happened if I stuck with Sean. All of the resources that Sean brings to the discussion can easily be found for free on most any 101 planning website. But, if you want someone to walk you through these new concepts, Sean is easy to talk to and pleasant to be around. I would also plan on moving on from him fairly quickly as you will be doing yourself a disservice to stick with the basics that he provides for very long. Lastly, I would echo Daniel F's review almost verbatim.

Give plenty of credits for Alex. Very patient, attentive at…read morecounter through helping my accounts.

MOst difficult frustrating experience i have ever had, i have yet to receive my withdrawal which…read morewas mailed 10/12 to the wrong address, returned and remailed out via regular US postal. I have spoken with several employees regarding the matter, charged a $25 fee for overnight service. yet i still have not received my withdrawal. When i spoke with the representative on 10/26 he/she stated my withdrawal was remailed via UPS and i should receive with a day or so. yet when i called on 10/27 the rep stated it went out via regular post. Not to mention the other fees. All i can get is im sorry for the inconvenience, well i am withdrawing because i need it for an emergency, depending on this company i would be dead. Not to mention all my bill are now overdue

Good service and food. Plenty of seating. Nice vibe. Cute decor. Order at counter and find a seat!…read moreThey're pretty prompt and really friendly.

Food wasn't bad but nothing to ride home about. The mimosas are strong but still taste like orange…read morejuice so that was a plus. However, the seating arrangement was a turn off for my party. We entered and could not find a single hostess station or greeter. After wondering around we found someone who instructed us to order first then find a table. We found something upstairs but I hated feeling like I was hawking people down trying to pounce on a table lol. Additionally, because there are no dedicated servers per table you have to find someone and make it work. Also, watching servers run around randomly with food made me a little uncomfortable. I don't want my food just flailing in the wind. Overall, would I come back? Sure Would I recommend it to a friend? Not sure

Hands down the best exchange rates in the city. Even better than my bank. The lady in the front was…read morevery helpful too.

Whenever I travel abroad, I like to have some of the local currency with me. I definitely don't…read morewant to be that obnoxious American who only has USD. So I've gone to Heng Long for years because the rate is always good and the $3 fee is a steal!

I've used Dimov Tax for 5 years (since 2021), and I'd like to say I'm happy with the service I have…read morereceived. The reason I went to them: I needed someone who could handle out-of-state rental property taxes (I'm in California and have a rental property in Indiana). Filing Process: They request documents long before April so that they can work on my tax return before the April rush. I send my tax documents and business statements via their secure portal. They reach out with any questions or anything that looks odd, as well as reminders for potential documents I may have missed. After they have worked on my taxes, the team reviews my filing with me and helps me with planning for the next year. They point out opportunities and areas to improve on, as well as projections for next year and areas I want to be mindful of. Extra: The Dimov Tax team sends out reminders throughout the year for important things to keep in mind such as: dates, tax strategies, changes in local tax law, changes in federal tax law and changes in government policy. Customer Service: The team has always been responsive and available to help whenever I had a small question or needed an extended discussion for particular issues. I can reach out by phone or email and they typically get back to me within a few minutes or hours and at most a few days.

Dimov Tax has been my CPA for the last 5 years. This year (TY2026), as a paying customer, we've had…read morean all-around ABSOLUTELY TERRIBLE CUSTOMER EXPERIENCE WITH DIMOV TAX and would URGE THAT NO ONE WORK WITH DIMOV TAX. Here's what happened: Dimov Tax mistakenly double counted and estimated the taxes we owed was 2x the correct amount Dimov Tax told us 3 days before April 15th that an extension was being filed, but did not share the amount owed nor the detailed tax filing. This could have resulted in us owing the IRS a significant amount of money, that would be 50x+ what we paid Dimox Upon sending us the incorrect tax filing, no CPA walked through the filing or addressed our concerns Despite chasing Dimov Tax repeatedly, we only received generic email messages from an administrative assistant As paying customers, we had to spend time and money to cross-check Dimov Tax's work across many DIY tax softwares

Ali Zane knows credit repair better than anyone I've dealt with. He spent a solid amount of time…read morewalking me through my reports, pointed out issues I hadn't even noticed, and put together a strategy that made sense for my situation. No upfront fees and he only gets paid when results happen -- that alone told me he was confident in his work. Professional, straightforward, and effective. If you're serious about fixing your credit, start with Ali.

10/10 experience…read more Wrote to Ali at IMAX to see if we might work together. They acknowledged me right away and asked me to share my credit report for review. Then within 2 business days, Ali had analyzed my credit report in detail. He said I didn't need to spend the money to hire him and instead gave me VERY detailed actions to take on my own as well as GREAT advice on how to approach refinancing. What a pro!

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.

After interviewing and vetting handfuls of interchangeable, seemingly capable wealth managers who…read moreall sang different versions of the same "give us what you've got and we'll give you back more" song, I was still dissatisfied. Robasciotti & Associates was the signal amid the noise. For Robasciotti, growing my investment is the starting point, not the end game. They took the time to really get to know me and my relationship to money. Understanding and helping me refine the "why" and "what" of my financial goals is Robasciotti's top priority because they are truly invested in helping me grow the life that I want, not just an expansive portfolio. With them, earning my trust is just as, if not more, important as earning dividends. I am able to rest easy knowing that they are using their expert knowledge and experience to look out for me, all of me, not just my money.

I have been working with the Robasciotti and Philipson financial advisory team since 2010. Each…read moreyear my wife and I are more and more impressed with our portfolio and how well they have serviced our account. Frankly, we have gotten a little lazy because we know Rachel and Maya will take care of everything for us. They are extremely attentive, responsive, resourceful, and proactive. The R&P team is great about partnering with the other financial firms we work with, such as our CPA, mortgage team, and business banker. We always have what we need on time without having to ask twice. As things have evolved in our lives; child expenses, gro wing a business and changing homes, careers, etc., they have been there for us. It is very comforting knowing we have such a capable team behind us, always looking out for our best interests. The client experience is always exceptional and I appreciate speaking with a friendly team member each time I call. My wife and I look forward to our meetings with them and we are always warmly welcomed into their office. Rachel and Maya are not only wonderful advisers, they are wonderful people.