Rick Prime and his team are extremely knowledgable, professional and client service-oriented. We…read morebelieve he always has our best interests in mind, and consistently follows through in a timely, respectful manner. He is responsive, bright and very honest. A great problem-solver, and caring human being, I highly recommend his services!

You get to a certain point in your life and you realize that while you are pretty good at your job…read moreand saving money you have no idea what to do

In the past week, two people asked me if I would recommend a reliable and honest investment…read moreadviser, so I thought I would write a review for mine. After being a stockbroker for a decade, I learned a lot about investing. On the job training taught me many things. I learned that you have to be confident to trust your investment expert and your investment expert needs to be smart and well versed in the financial markets. Jonathan DeYoe and his team of experts continually earn that confidence from me and my family. For several years, we have been clients of DeYoe Wealth Management. Thank goodness. The team at the firm care about our portfolio as if it was their own. They are on top of things and they keep us connected. Jonathan makes sure to keep us informed of changes in the market that affect our investments. He publishes newsletters that are informative and keeps us in tune with what is going on in the world of finance. We appreciate the expertise and care the DeYoe team provides time and time again. Over the years, we have transferred our Merill Lynch personal account and opened a SEP, two IRAs and a college fund with DeYoe Wealth Management. We took our time to get to know Jonathan and his associates and we are very pleased with our professional relationship. The team at this firm is very knowledgeable and we have been happy with our rate of return and results ... even in a down market. Their choices have outperformed the S&P on a regular basis. Originally I met Jonathan at a business networking meeting (BNI) and he was introduced to me by a mutual friend and client. In the last five years, I have recommended DeYoe Wealth Management to friends and I have heard great feedback from them as well. The DeYoe investment team has a terrific track record and their excellent reputation is well deserved. So if you are confused about all of the financial information you hear on the news and read in the papers, call these guys and ask them to help you understand what is going on and to get you on the right track. They will ... cause that is what they do.

Financial Planning isn't something I'm good at... Saving money, isn't my forte! The entire aspect…read moreis daunting and overwhelming to me! I've worked with Jonathan for 5+ years. What is consistent is his honesty, sincerity, and transparency in what he does. With all the ugly news of our financial systems running aground due to lack of integrity and greed, Jonathan is a fresh breath of air. Working with Jonathan has been good for me because he's firm, but completely flexible with how he works with me. He's also very passionate about what he does and that passion really shines thru. In addition, the support staff always makes me feel warm and welcomed and part of the DeYoe Family. Jonathan is my defacto Financial Planner.

We retained Cheryl Vesely for help in our retirement planning. She is honest, thorough, extremely…read moreknowledgeable and fun to work with. She also communicated clearly, answered all of our questions and provided invaluable advice.

Cheryl is amazing. She was somehow able to untangle our complex financial situation and communicate…read morewith us about the best ways to invest while being really easy to talk to and very cost effective. You can pay by the hour for advice and do the investing yourself if you like, a perfect model for us. I've recommended her to at least half a dozen friends, all who have been really satisfied by her work. Highly recommend!

Gavin & Jarrett make a great team. They are knowledgeable and trustworthy. Not only do they do a…read moregreat job of managing my money and providing me with sound advice, they are proactive and check in with me on a regular basis. They have my best intentions in mind and I feel like they genuinely care about me. I highly recommend Topel & Distasi Wealth Management.

From the owner: Our group of financial advisors located in Berkeley, CA, create and implement customized financial…read moreplans based on the proper understanding of our clientele's values, beliefs and priorities, We help our clients pursue their life goals through comprehensive wealth management and financial planning expertise.

I came here to open a business account but the city of Oakland has some challenges with paperwork…read more Chenoa tried every possible search option to find the license in the database - the license that was right in front of her, from the city of Oakland, that came from the database she was searching in. I ended up realizing that a full fledged business account wasn't necessary. Chenoa gave me top notch customer service that included information, compassion and helpful suggestions. I am very glad to have found 1st United Credit Union! (Btw, the security system is great, better too secure than not enough as far as my funds are concerned!!)

My wife and I have been members of this credit union for decades, having generally positive…read moreexperiences. Then Berkeley changed the street, eliminating virtually all parking, which was not the fault of 1st United. But 1st United abandoned their Berkeley clientele by closing the branch in mid-2025, flatly stating that folks should use the Oakland branch. Bad business; ready to move my money...

It's just all of it: The high turnover, the multiple errors, the lack of reliable systems, the…read morepoor internal communications, and the awful customer service. To their credit, one person admitted to some of the mistakes. But they left. So, for the past two years, I was stuck with paying another firm to try to make sense of this Henry Levy Group mess.

We were referred to Beth by a colleague and business partner of ours after getting a sense that our…read moreCPA and his in-house bookkeeper were making mistakes and not paying attention to our intricacies. Beth and her team exceeded our expectations, revealed the errors that we assumed were there (to the time of roughly $200k), and did so with finesse, professionalism, thoroughness, competence, and meticulousness. I refer everyone I know to them!

When I sold my first house, I had savings and was in a position to truly think about financial…read moreplanning and investing, as well as saving. Ella helped me work through my budget, my priorities, and strategies for reaching my goals. She became a friend, as well as a financial guide. Ella took the fear out of financial planning, and helped me re-evaluate my own engrained spending patterns and scarcity mindset. I cannot recommend her highly enough, particularly for ethical and socially conscious investing.

Ella is professional, kind, and intelligent. She is a natural in the world of sustainable…read morefinance-- always thinking of clever ways to take care of the client's needs, save money on taxes, and all while doing it ethically. She's big into sustainable investing, impact investing, social justice, and environmentalism, which also keeping a firm eye on the numbers. I'm a big fan.

There are few people that I trust with the most important elements in my life that I simply cannot…read moredo myself, but are essential to my wellbeing: my hairdresser and my financial advisor. I've had the opportunity to work with Dave Carroll on devising a financial strategy for my business, and trust him immensely. He is a professional that knows his industry so well, he can explain it to non-financial gurus, such as myself, in a way that not only makes perfect sense, but also gets me jazzed about the possibilities that exist in my financial future. Even better, Dave is fair, honest, and does not throw in any surprise fees or confusing financial commitments. He can provide you with a full picture of your finances and help you navigate through your choices with an educated mindset. I highly recommend him to anyone seeking personal or professional financial advice and guidance.

Dave Carroll brings confidence, knowledge, and experience to the critical and often confusing task…read moreof managing financial investments. Dave keeps me in the loop with regular and personal communications. When we talk, he takes the time to make sure I understand what all of the options are and why he's recommending one over another. I trust Dave and feel so much safer with him managing my finances.

i love that I never have to pay atm fees , they automatically reimburse the fees . I hate that if…read moremy card locks on the weekends there's no one there to help.

I would give them ZERO stars if I could. When I opened a checking account they straight up lied -…read moreI asked if I could still use Zelle to receive payments from clients and they said sure, no problem. I went to the website to set it up and could not do it. I called both San Rafael & Oakland branches and the answer was the same - we don't use Zelle, you have no access to Zelle, you are out of luck, NO Zelle. DO NOT USE THIS COMPANY.

Sparkling clean, so excited to have this Oakland branch open after over a year of needing to drive…read moreto Alameda as the next closest option. I love Alameda, but would prefer not to drive there for banking purposes :-) Today's experience, play by play. -Plenty of parking. -Went in to make a withdrawal...easy. -Asked convoluted questions about our accounts...expertly answered. -Tempted to stay longer to get nearby (across the lot) bagels at Noahs, coffee at Peets, chix sandwiches from Bakesale Betty's, but resisted that temptation for now... I shall be back, thanks Provident for opening this Oakland branch!

Update: the folks at this branch reached out to me to address my concerns, which I appreciated. The…read morebranch staff were very friendly and responsive. The issues that were in their power to fix they did. Some of the Provident-wide system issues (e.g. changes making it more difficult to report problem charges) were out of their hands, but they did pass on my concerns to the appropriate people. I am grateful to the folks in this branch, while still having reservations about some of the larger shifts within how Provident handles certain functions.