Awesome guy took the time on explaining what my options were and how the process goes ,super…read morefriendly would highly recommend talking to him about your needs

In the course of my work, I feel like I've met at least 163 financial advisors. I chose to invest…read moremy own retirement funds with Scott Stanley at Pharos for several reasons. First and foremost, his returns on the investments he manages for me are outstanding. In the last 6 months, I've earned significantly more than I earned all last year and I'm amazed at my increases! Second, his customer service is perfection. He responds immediately to any call or email I make. No matter how I mangle my tax situation, he helps right my wrongs with complete graciousness and patience. Scott has already had me in for 2 account reviews, so I know he's monitoring my accounts closely. And he shows me in person what is going on with my investments directly and in a timely manner. Yayaaayyyy. Third, what I greatly appreciate about Scott is that he is approachable. I don't have millions to invest, or even hundreds of thousands, and I find those expensive-suit-and-tie-with-an-expensive-top-floor-office guys intimidating to the extreme. Scott is down to earth and easy to talk to, and I'm not scared to call him when I have something to discuss. I'm relieved and delighted to have such a diligent advisor working on my behalf!

Good friends recommended Asti Financial and they were completely right about Asti's excellent work…read more The pre meeting call and the 90 minute session were extremely helpful. Worth every penny for peace of mind and financial stability. I look forward getting more practical advice from Asti.

Julie gives great advice and is very patient. My issue is with her is the billing. My advice would…read morebe to be super clear with Julie about how much you want to spend on her advice. We were partially at fault for not checking and rechecking how much we were going to be billed. She sent a pre-meeting form to be filled out. When we filled it out, she asked if we wanted her to look at it. I said yes. When I did that, I was, in effect authorizing her to charge us for looking at the form that she asked us to fill out. What we really should have done is ask her to ONLY look at our finances during the 1 hour meeting we had, NOT ask for a follow up to our meeting and state clearly that we could only afford to pay for 1 hour. Her fee of $900 is way morre than what we will make on the interest on the money we are investing. Lesson learned. For you, make sure the billing is SUPER clear and repeat your budget before any meeting or email. Other than that, she is super nice and very skilled.

We are so appreciative of Andrei and the entire team at Alpha Wealth Management for getting us on…read morethe right track with our financial future. It feels like a huge weight has been lifted now that we have everything in place -- life insurance, a trust, and all of our investments managed together in one portfolio that actually fits our goals. We recently welcomed a baby girl, and it brings us peace of mind knowing she'll be taken care of if anything ever happens to us. The Alpha Wealth team has been incredibly patient and kind, giving us gentle reminders to get paperwork in when life got busy. They were quick to respond whenever we needed something, even same-day tax documents, and were so understanding when we made mistakes, always helping us find solutions. It's obvious they truly care about their clients and take pride in what they do. We can't recommend Alpha Wealth Management enough to anyone looking for trustworthy, compassionate, professional financial guidance

Andrei Jigalin of Alpha Wealth Management is a certified financial planner (CFP). The world is…read morethick with them. Why Andrei? I'm not a money guy. I don't read Forbes for fun. For my financial planner, I need someone I can trust without thoroughly understanding all the ins and outs, all the back story behind various investment strategies. I need someone who is patient and can speak plainly and clearly to me about the reasons for one strategy over another and the ramifications of any plan and guide me to the wisest choice. In short, I need Andrei. I have known Andrei for years, and during that time have often been impressed with his professionalism, his know-how, and his kind, patient, and friendly manner. Listening to his presentations before various groups has further nurtured my confidence. Now I have invested some of my retirement funds with Andrei, and plan to increase my investment over the next several years. I know that is one of the smartest financial decisions I have ever made.

Anthony is the best at financial everything!!! You will be so happy watching your money grow!read more

Nathan Cobert and Anthony Trias are extremely talented and trustworthy Financial Advisors. We are…read moreso pleased to be their clients. We feel confident entrusting them with our investments. Their knowledge and recommendations have proven an asset to our bottom line. Both are family men which we admire. They balance each other well and make a great team. We thank them for their years of service to us.

I received a letter from IRS of changing my 2017 Tax Return with additional tax liability. I…read morediscovered that I made an error in filing. Since I am not comfortable with replying to IRS directly, I searched tax services in Yelp. While most responses were unavailable, Farshad quoted me the cost of consulting and availability, I was able to meet Farshad within a couple of days. The office is very professional and located in a high rise in SF downtown. Farshad is extremely nice and helpful. He took my job and completed in a week. Highly recommend Farshad for tax services.

I have been doing my taxes at Rostambek & Co. For the past five years. I feel secure that they…read morereally pay attention to every detail so that I can get the best return. Their pricing is very fair and worth every penny. I have recommended them to several of my friends and they have become regulars as well.

We've worked with Robert for more than a decade and have found him very responsive. He keeps us…read moreupdated on our investments, market trends, etc., and takes into account our comfort level with regard to risk.

Robert and Marianne are very helpful. Robert keeps abreast of financial news, is knowledgeble,…read moresteady, and does not , in my opinion, recommend risky things. I have confidence in his judgement. Ernie L

Bad investment advice. Tim Russell advised to invest $100k in "Atel." After 20 years, Atel gave…read moreme back $96k. Tim Russel took a commission for his bad advice. Invest your money elsewhere.

I reached out to Tim Russell and Liesa to discuss future planning and and they instantly got back…read moreto me. We met on a few occasions and I really felt like all of my needs were met. I would definitely recommend.

Lou & entire staff has been truly amazing, not only are they kind, but they are so helpful if your…read morenew to this financial services, as we were a few years ago. We can call anytime & Lou will return our calls especially during such turmoil these past few months. He is reassuring & takes the time to listen to our concerns. We are so blessed to have this team handling our finances as we enter retirement. We highly recommend Alders Financial to anyone looking for professional help in investments and retirement planning.

Gary and his team have been invaluable for my family. Here is the biggest compliment I can give:…read more My mother was the first to use his financial consulting services, then my sister, then another one of my sisters, then my aunt, then me..... with that many referrals that had great results, that should tell you all you need to know.

Tony has been my tax person for over 40 years (since my first job!). He is an outstanding…read moreindividual who truly cares about his clients. He helped me buy and sell a house and has advised me well about retirement and investments and even trust planning. If you have Tony on your side you can trust you're in good hands! Highly recommend.

Tony has been instrumental in preparing my taxes for many years and I couldn't be happier with his…read moreprofessional, personal, timely and extremely knowledgeable approach. Thank you!

You will not find a more complete financial advisor than John Tornes. John is highly educated and…read morehas a wealth of knowledge but what sets him apart is his wonderful ability to listen to his clients and take them into his life. John genuinely cares about his clients' lives and this trait goes hand in hand with growing their wealth. The combination of John's knowledge of financial markets and his commitment to caring for his clients present and future well being makes him second to none.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.