RJ is my financial advisor & educator! He breaks everything down & takes time to make sure I…read moreunderstand. He uses real life examples to compare to day to fay activities so that I can retain the information. Mrs. Tracey is the best & so friendly. She just assisted with getting all my forms uploaded. RJ is helpful with identifying other needed services.

We just bought our first home and could not have done it without the extremely professional and…read moretalented RJ Martin. We started investing with RJ a couple of years ago, and since then he's become like a close friend. He breaks financial jargon down into something we can make sense of and will really take you as far as you want to go. We tell EVERYONE about him. The Bay Area is expensive and I was always told that they way to get ahead is to make money off your money. I can't stress enough that we would not be where we are today without RJ's guiding hand. We look forward to continuing to work with him long into the future. I also want to shout out RJ's SUPER HELPFUL office administrator Tracey for being really on top of her outreach. While closing on our home the title company required a number of documents to track our payments, and I'm pretty sure I called so often Tracey memorized my number. She sent me everything I needed within in minutes and never once showed impatience with me. I really appreciate it.

My husband and I have been working with Evor and Johnny for 4 years now and couldn't be happier. We…read morefound them through a website that listed fee-only financial management firm. This appealed to us because we were looking to hire someone who would manage our investments according to what would be best for US, not where they would get the most commissions. I don't like dealing with accounting stuff and was dreading the process before our initial appointment, but they ended up making it fun for us, yes, FUN! We did some exercises that helped us define what kind of a life and future we wanted, where we saw ourselves and the process from there was pretty easy. Evor and Johnny exceeded our expectations as far as the services they provided. We were expecting someone to manage our accounts, but they went over our trust documents, disability insurance, taxes, and had great referrals to the best of people in all those areas. What I like most about working with Evor and Johnny is that they are very pleasant to deal with, easy to get ahold of and answer any questions you may have, personable, transparent, have high level of integrity, and truly care about your personal goals and future. I have been recommending them to friends and family and anyone looking for a trustworthy financial advisor.

Evor's services are great! Read my story below:…read more I met Evor doing a small construction project at his home years ago. I found out what he did for a living and we ended up talking about my investments. I could tell immediatly he was on his game. I had a hodge podge group of investments new and old both, brokerage, IRAs, Roth's, etc. that just ended up in a box - unwatched. Even though I dreaded changing all the accounts over, Evor made the process seamless! He filled out ALL the forms, made all the calls, gave me my tax info, all I had to do was sign the forms... Now I have the peace that he is taking care and watching my investments. He emails or calls me when he feels we should move money from one sector to the next, sends out an informative news letter AND I now get all my investment info in one nice package that is easy to understand. To top it off the fees he charges are very resonable. I would highly recommend his services.

I was desperately in need of a CFP. My previous CFP had retired and I (figuratively) buried my…read morehead in the sand. I set out to research Yelp for referrals. One of the top few was HarborLight Investments. I called and scheduled an appointment with Jason. When I met with Jason he was attentive, nonjudgmental, and respectful. I left with some "homework" and called him the following week to meet again. My next appointment went extremely well. I felt comfortable. It felt like we were in sync with regard to my financial needs. Jason offered many options based on my circumstances. I was thrilled to be accepted as his client. I highly recommend HarborLight Investments. Jason listened to my requests and responded appropriately to my needs. With his incredible, extensive experience and expertise, we were able to determine the best scenario for my financial future. I am grateful for his thoughtful demeanor and personalized approach. To me, he represents HarborLight Investments as the ultimate certified financial planner.

I have worked with Jason on a few projects over the years and was always impressed with his…read moreattention to details as well as his focus upon the big picture and what the future might require financially. Upon retiring, my wife and I transferred our investments over to HarborLight Investments immediately. Since then, the HarborLight team has provided consistent and positive returns for all of our investments as well as responding promptly to all of our questions. We trust and are comfortable having Jason and his team manage our retirement funds and appreciate the personal touch whenever we reach out with any issues. HarborLight is a true fiduciary advisor and not a broker. I have worked with Jason on a few projects over the years and was always impressed with his attention to details as well as his focus upon the big picture and what the future might require financially. Upon retiring, my wife and I transferred our investments over to HarborLight Investments immediately. Since then, the HarborLight team has provided consistent and positive returns for all of our investments as well as responding promptly to all of our questions. We trust and are comfortable having Jason and his team manage our retirement funds and appreciate the personal touch whenever we reach out with any issues. HarborLight is a true fiduciary advisor and not a broker.

Mike & Katrina have been nothing but helpful to our firm. Through a series of unfortunate events we…read moreswitched firms twice before finally finding The Tax Pros, and we are staying for good! They have been helpful, communicative, and responsive from day 1. Mike found errors in our previous year tax filing within 30 minutes during our first meeting. Our previous CPA had made mistakes costing us over $6,000... I run a small business and couldn't recommend their services enough.

Ted Chen is knowledgeable, efficient, and helpful in preparing taxes. Have used him for many years…read moreand am very happy with my interactions and experience with Ted.

If you're looking for an advisor, and considering making contact with Alison... make the call…read more You're going to find a completely approachable and transparent professional, and there's no reason not to explore working together. A good advisor knows how to dig beneath the money and numbers talk into the emotional realm to connect their advice to your goals and what they represent for your well-being. To do this effectively, the advisor needs to care genuinely for the people they are working with. You will understand when working with Alison that she cares - it's so obvious. Her ability to simplify complex financial concepts and provide straightforward advice is truly impressive. She has a smart approach that inspires confidence and trust, making the entire process smooth and stress-free. She makes working with her feel easy and intuitive. Highly recommended for anyone seeking a blend of expertise and personal touch in their financial advisor!

I have worked with Alison over the years on her website and branding, and more recently as a…read moreportrait photography subject. She is a pleasure to work with because she is patient and human, treating work as a relationship and not just a transaction. After including her in my Women in Finance portrait project and speaking with her more in depth about her work, it is clear to me that she really cares about her clients and their best interests-- exactly what is needed in a financial adviser.

A CPA is certainly not an exciting person in your life. That's actually a good thing. These guys…read moreare fantastic! I haven't met Jason in person but I've talk to him a dozen times on the phone and I'm always excited when I get off the phone because I don't feel bogged down by bad news. Jason is always pleasant to talk to you has wonderful answers to my questions and takes care of all of our financial needs in a way that surpasses what we have received from other vendors

I do not recommend this firm. We are a two income household with w-2 only work. I'm 2020 Jason…read moreHooker charged us $600. This year he invoiced us $835 for our 2021 tax filing. He did not notify us of any increase in price. We filed federal and CA taxes just like in 2020. The 39% increase in fees (not including filing fees) is unacceptable and shows an incredible lack of communication and transparency in business practices.

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!

I was a case of being extremally financially successful at a very young age and with that came many…read morelearning curves. 15 years ago, I was searching for a CPA to assist me with getting my taxes on track after business success and physical illness. I did not know where to start, so I searched for someone that would be in my neighborhood. My search led to Kealoha and a lengthy discussion and dissection of my finances and tax situation. She gave me hope and I felt the up most trust with her, daughter Isabel and team. Unfortunately, my tax status hindered me with so many life opportunities due to the IRS's relentlessness but with Kealoha working with me continuously I did not feel doomed. Long story short, the extensive knowledge, seasoned experience, and true advocation of Isabel and Kealoha on my complex tax scenario was resolved. Every year I continue to use the team for my tax prep, and every year I am grateful for Kealoha and Isabel who really helped put that piece of my life back together. I speak to any small business owner, hard worker or corporate company that this firm has the tools, experience and professionalism to exceed your expectations.

The person picking up the phone is not a gatekeeper, she's a brick wall. I know it is late to be…read moretrying to get help with 2025 tax return, so I asked to have an extension filed so I could have until October. I always over pay my taxes so there is no issue with owing the IRS. Obviously, I was fine with paying a retainer, but the brick wall person on the phone refused to connect me to a voicemail so I could simply leave a message. The person on the phone said I would not be able to get an extension filed with any of their staff and would not be allowed to leave a message for a tax professional. Apparently, the brick wall picking up the phone does not want the firm to have any more business for the rest of the tax season. Oh well, glad you all are doing so well that you turn away a client who will give you money now and in the fall when business is slow.