Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

I have worked with Glenda for more than 12 years. She is knowledgeable, patient, and trustworthy…read more She always has her clients' best interests in mind, and she works hard for them. I definitely trust her as my independent financial planner as well as my tax preparer. I don't know why Yelp is reporting her office as closed, because it's not. I was just there.

Great experience, if you can say that about taxes. Their attention to the details got me thru this…read morewith out a scratch. Had a few tricky financial issues which were handled with ease. E-Filed, with refunds arriving within a few days. GREAT JOB ...see you next year.

I went to family tax services for my taxes this year in 2026…read more I have some complicated taxes. I need an enrolled agent, because I owe money to the franchise tax board. Sherrill, he just come back from Hawaii. I had a head cold, and I could certainly understand all about jet lag & and was body adjusting to the time change. The second time I called them about an enrolled agent and spoke to Sherrill, it was clear she was overwhelmed with too much work and did not want to work with me. I don't remember exactly what she said, but was something like yeah I have about 10 of you guys to work with etc. And something that was gonna cost me an extra $250.00 for contacting CA FTB. I owe the California FTB money. It was very clear. She's the only one there very busy doesn't really wanna work. I get it when you are a small business owner and are starting out and you're the only person to do more detailed things. My suggestion is to get more enrolled agents to help clients that came to you before. That's what you guys advertised and you should follow up on it.. poor quality and poor value is what you offer

We have been working with Carl Friedemann for the past few months and are very happy. He and his…read morestaff are on top of everything and very very helpful in getting us organized and making sure all of our signatures and paperwork are complete. Carl is easy to work with, friendly and knowledgeable. We were so disorganized financially before we came to Carl, and now we are on top of all our accounts and in a much better place financially. We are feeling so much better about our financial future. Carl is easy to get a hold of and returns his calls in a timely manner. He patiently answers all our questions and never seems rushed or in a hurry to get off the phone. We highly recommend Friedemann & Associates.

Probably the best thing I did for my practice. I have somewhat of an atypical psychiatric practice…read moreand Paul (my CFO advisor for almost 3 years now) took a risk by taking on a type of practice that they weren't (at that time) familiar with. Over time, Paul and the rest of the PracticeCFO team has learned the minutia of what we do, and now is able to help advise in a very effective manner. I can't say enough about how helpful PracticeCFO has been. For example, they unwound a nightmare situation with a 401k gone awry. This alone took many many man-hours and countless emails to fix (shout out to Brandon and Paul for that). They have kept my payroll totally dialed in and taxes at the end of the years are a total breeze due to all the planning and adjusting that goes on constantly throughout the year. The accessibility to the PracticeCFO team is awesome, too. If something pops up that I need guidance on, I can get almost immediate assistance. We went from a little podunk practice with 2 employees (one physician and one admin worker) barely breaking even and probably on the verge of bankruptcy, potential tax fraud (sarcasm-not actually committing fraud), and other business disasters. Seriously, my practice would have been dead if I had not stumbled upon Paul and his team when I did. If you are a small practice (dentist, veterinarian, physician, etc.) you are doing yourself a huge disservice by not contacting these guys to help your practice succeed. We as healthcare professionals have been failed by our education and training institutions with regards to how to do anything business minded, let alone run a practice, so let the pros do it. These guys know their stuff and have a nice network of resources. Fast forward after 3 years with PracticeCFO: I have a killer 401k plan blossoming, my taxes are totally dialed, and my practice grows constantly, we are building equity and net worth, and so on. Best of all, I sleep great at night knowing these guys have the $$$ dialed in. Thank you guys so much! Jake Hollingsworth, D.O. https://pacificpsychcenters.com

Wes and his team are truly amazing. They have helped us for the past 3 years, and we are so glad to…read morework with them. They helped us establish the foundations of our dental practice, and are extremely prompt about responding to all my messages and get me to the right place. They are not just a CPA firm, but they have a lot of things under one roof such as consulting. The practice consultant he works with, Deb is also amazing. She has helped us through everything! Wes put me in touch with the right people to help my practice grow. Wes is also very detailed. We could not be happier with his services.

100% satisfied with Carl's service over the last 20 years! Trust him completely. He has grown our…read moreretirement fund extensively and helped my wife and I save for our boys education. Can't say enough!

my husband and I had paid MORE for a fancy financial advisor in La Jolla who didnt perform nearly…read moreas well for us as Carl has. We are retired and have full confidence in a secure financial future with Carl handling our money. We meet twice a year to go over everything and changes are made as needed to maximize the return on our investments. No complaints - the highest recommendation!!!!

We've worked with robert and his firm for the past several years and have been immensely impressed…read morewith his excellent level of service, personnel attentiveness, level of detail, overall results with regards to our tax liability, and for being an All around good human being. We put a good deal of trust into him and his staff as they manage the books for our properties, handles our corporate returns and of course our personal returns. We have had our fair share of CPAs over the years and Robert is by far head and shoulders above anybody we worked with in the past. We wholeheartedly refer and recommend him to all of our clients and friends. If you're looking for the best CPA in San Diego County, call robert; He's the best!

WOW, didn't know that getting my taxes done could be so easy. Roman Martin was very precise and…read morewas able to get me a refund which is such a contrast from the past as I have had to pay every year. I would absolutely recommend their services at Martin and Company.

A financial advisor who actually gives advice instead of just selling crap! I've been working with…read moreSteven at Next Gen for a while and he's been totally awesome. He has been easy to work with, thorough (almost too thorough and detailed!), explains complicated concepts very well without being condescending, and helps me to have peace of mind that all of my financial affairs are in order. I like the technology tools that we use too, they're really useful in helping me understand my options. I initially thought that the cost is a little high (for me, $3k/year), but it has been worth every penny and more when you look at the big-picture benefits of what he's actually doing for me. Investment management is also included at no additional charge, which is a great value that not many other financial advisors provide without having to pay more or having minimum account sizes of $1 million. I also really appreciate that Steven is fee-only and doesn't sell any financial products, so I can trust that he's giving me good advice without the conflicts of interest that come with him selling stuff for commissions. The amount of money that he saved me from hidden fees in other investments was enough to cover his cost, not to mention everything else that he's done for me. Thanks Steven!

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Just returned from a Wilsey Asset Management Investment Symposium. We were updated on our stock…read moreholdings. The returns are looking good. But what I really like about WAM is their approach to investing. They look for a reason NOT to invest in a company. And they emphasize the long term strategy to make money-no quick rich sell here. Call for an interview. There's ZERO pressure...or just check out their radio show every Saturday morning at 8.

We have trusted Brent and Chase wi our portfolio for over 7 year, with excellent results!read more

Highly recommend Renzo for your loan officer when buying a house! He was very effective, timely,…read moreand always available for questions. We will certainly be referring him to friends/family who are looking to get a loan for a house.

Decided to finally due a refinance and was dreading the process but Renzo helped make this so…read moresmooth and easy given my busy schedule. We did everything via email and everything was so fast and efficient. Would definitely recommend him he gives a lot of options and breaks it down when you have questions! Thank you so much for all your help making this a smooth process.