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.

I recommend Fidelity Investments and the reason I recommended is because I tried doing investments…read morewith cash app Wells Fargo brokerage interactive brokers TD trade, E*TRADE, Coinbase, Charles Schwab, and Fidelity. This was over about 10 years during this time I observed who had the best customer service, which was at the best user and the most educational and easy to use. I found it by far. Charles and Fidelity were the best and Fidelity was better than Charles Schwab because they put information right there in front of you quite regularly and they have much better rates on certificate of deposit and they had a much better way of explaining everything right up on your phone without you having to go onto the website or anything or call and ask to speak to Customer Service . I would highly recommend Fidelity Investments for beginner or for someone who is interested in wealth management .

Worst customer service on the planet. I had took over POA if my mom's account 8 years ago. They are…read morehorrible to work with. I had to submit my POA at l five time. From something as simple as handling a RMD to setting up an online account they were a complete cluster. Having to jump thru a bunch of hoops whenever there was an issue only to find out they didn't do what they said they did. If I could give zero stars, I would.

Located conveniently across form the Hyatt Regency on 3rd street, this is a fantastic eatery with…read moresomething for everyone. They offer indoor, upper level, and outdoor seating. My friend and I stopped in for a late lunch, but learned they serve breakfast all day. We opted for the lunch options. I got the chicken salad with the hummus plate. WOW super refreshing after a long day of travel. The salad was packed with candied walnuts, goat cheese, and ample chicken. Sevred with a side of toast, it was excellent to dip into the hummus. This is a fantastic spot with healthy options as well as delicious cocktails. I recommended this to many coworkers staying at the hotel.

My husband and I hired Grove to give us some financial guidance at this stage in our lives. We were…read morelooking for a plan of action to invest in retirement, savings for our kid, daily spending, travel, reallocation of investments, and every other expense that tends to add up in a lifetime. Personally, I'm not at all savvy to financial lingo, so I really put it in the hands of the experts to spell it out for me! The planners at Grove were awesome. Incredibly thorough, they interviewed us about all our plans and hopes, where we would like to be in 5 years, 10, at retirement, and so on, as well as our level of comfort with risk. They laid out a really clear and organized plan and talked us through every step of it. The plan included a handy checklist of items we can start doing to improve our financial situation, and the Grove people remain available for any questions that arise. I highly recommend this service!

Great service No wait, low cost…read more Easy to walk up. Close to north beach Easy bus access. Parking not easy.

Love this place. No fuss and no nonsense. I've been here several times to exchange USD to HKD, USD…read moreto Belizean Dollars, and USD to PHP. Rates are comparable to everywhere else, but I appreciate that they have no service fees. Very accessible by public transit and very close to such good eateries. Will likely come back again.

Hired them for both my individual and business tax return for 2025 and they ghosted me on my…read moreindividual taxes and on the day of 4/15/26 told me my I owed $20,000 in business taxes without any explanation. I didn't even make that amount in revenue. I'm now having to do my individual taxes on my own and figure out my business taxes myself. EDIT: They reached out to rectify the situation

I've been using Dimov Tax Specialists for my tax preparation for over four years and couldn't be…read morehappier. They're consistently professional, responsive, and incredibly helpful. No matter how many questions I have, they always take the time to explain everything clearly. I highly recommend them to anyone looking for reliable and knowledgeable tax services. I have a single member LLC and I've always found it difficult to get my taxes done by the tax deadline. Now I'm ready before it. Takes a ton of stress of me. And if I recall correctly I found them through yelp and liked the reviews. Thank you!!!

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!

iMAX Credit Repair delivered exactly what they promised legitimate credit repair done the right way…read morethrough arbitration. They successfully removed multiple negative items from my credit report using lawful, documented processes rather than shortcuts or gimmicks. Yes, the service is costly, but you truly get what you pay for. Their approach is strategic, compliant, and clearly built for long-term results not quick fixes that come back to haunt you later. Communication was solid, expectations were clearly set, and progress was transparent throughout the process. If you're serious about fixing your credit the proper way and understand that quality work isn't cheap, iMAX Credit Repair is absolutely worth it. I'd recommend them to anyone who wants real results and peace of mind.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

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.