Garrett at Crossroads is the best! He has been doing our taxes for 6 or so years and is always so…read morehelpful. He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail. Thank you Garrett!!!

I met with them for financial planning. After having me sign an " engagement letter" that had no…read moredetails of the services provided, they acted shocked at my request for some sort of written agreement detailing specific services and times. After this they stated "I was not a match". Use at your own risk. Tony specifically the "planner ".requested I send sensitive documents through email.Absolutely under qualified, and unprofessional. I have proof of his partner/ colleague in his firm doing the same thing. I've attached a picture, because the owner is lying on the review.

I had such a great experience working with Patty to get my life insurance. She was very helpful,…read morepatient, and made the whole process easy to understand. I really appreciate how she took the time to answer all my questions and make sure I felt comfortable with everything. My mom has also been working with Patty for years, which says a lot about how trustworthy and reliable she is. I'm so glad I decided to work with her too. I highly recommend Patty to anyone looking for someone who truly cares about her clients and helps them find the right coverage for their needs!

Yes, this financial specialist were amazing. My advisor - JC, he's amazing & does explains…read moreeverything we need to know. TFA did my living trust review & we were satisfied. Perfect! I don't normally trust anyone specially in regards to our financial savings. But through the help of JC , we (husband & me), we believe in him, trustworthy. He spends time to explain to us word for word in a matter that a layman person will understand.

Quick and easy service. Ryan assisted me immediately as I walked in. It was very nice to have the…read morehelp. Nice and clean location with snacks and drinks provided if you need anything. Everyone was dressed in suits and business wear. Thanks Fidelity!

Everything went well. Would recommend this office for your 401k and roll over needs and any time…read moreyou can call for questions etc.

It's not my credit union, and there's a location closer to where my parents live--I have no idea…read morewhether SchoolsFirst Federal Credit Union has any Bay Area locations--but it's fun to come here when I'm nearby to luxuriate in the fact that I can use its ATMs for free and get my cash money in fives, twenties, and hundreds. No singles, no tens, no fifties; just fives, twenties, and hundreds. The other location I've seen is also in a mall. This one is in the middle of a mall parking lot, but it doesn't share its building with any other business. It also has four outdoor ATMs, more than I've seen in a very long time. (There might be some inside as well, but I haven't been inside.) Fee-free money in denominations other than twenties is great. I wish more Bay Area credit-union ATMs did this.

Always a long line in my first review still true…read more Also Not using any ATMS at this location as they tend to eat and shred your card Resulting in having to redo all auto payments all subscriptions and bills linked to old card Basically this bank went from great to ghetto Employees are polite but honestly not a safe bank to use Looking for a new location after giving this location numerous try's Banking with schools first felt like an honor at first Extremely disappointing In 4 years of using this bank I have only had one great day at this location

Very thorough and attentive service, with clear communication and strong customer service skills.read more

I don't recommend this place - getting charged over $175 to scan documents and send to an email…read more They're thieves and I'm not saying this because I want to bad mouth anyone but this is insane. I work in law and scanning a document shouldn't be charged whether it's one page or 1,000 pages If their machine is slow as they claimed over the phone then why should the client be penalized then excuses it with "well my employee stood there for two hours!" So what?! That's why she's your employee that you hired to provide a service for an hourly wage. Not in my years of experience doing immigration work or personal injury work have I ever charged struggling families for this. That's not right. I can only imagine the insane amount they charge for getting your taxes done here. These are hard time for immigrant families, this is not the time to be greedy. Actually it never is the time.

My parents introduced me to Chatterton & Associates 9 years ago and we have since had our daughter…read moreutilize some of their services as well. Eric assists us with managing our investments and cash flow, taking into consideration our current and future financial situation with asset protection always in mind. He helps us make decisions on Roth conversions, capital gains and income ramifications all in coordination with their tax division. Justin prepares a fall tax projection and helps us file our taxes in the spring. He gives us advice on ways to minimize our taxes. Holly helped us to create a will and trust, and has reviewed them with us to insure all is up to date. All of the employees, from the secretaries, managers, tax coordinators, to communications, are respectful and welcoming. Through a variety of seminars, learning and family events sponsored by Chatterton and the Law Office of James F. Roberts over the years, they have cultivated a relationship with our multi-generational family. We have peace of mind in knowing they will be able to assist any of our family members in both good and bad times.

I already have a place I do all my taxes at. I was using Turbo Tax many years ago. But these guy s…read morewill help you out with good rates or anything you need help with. I wont give out any quotes on Quora, because I am not a certified tax expert, so you will have to check these guys out on your own time. But I had a good experience with them.

It's hard to find someone that genuinely wants to help you succeed- specially in the financial…read moreworld. Eva is proof that good people still exist. She's not only great at what she does, but she shares her knowledge to empower you with confidence in your finances- no matter where you're at. Thanks to Eva I no longer fear what my retirement will look like and I have a healthy relationship with the concept of money. Do yourself a favor and spend one hour with this financial genius- it'll be a priceless investment for your future! p.s. I highly recommend her Financial Bootcamp. Smartest 5 Tuesday evenings I've ever invested in and for my life. ¡Gracias Eva! #WorthyOfHavingItAll

The first consultation was great. I do not live in California and she was able to adjust her…read moreconsultation to be done over Zoom. However, after the consultation her follow through and communication went down hill. She said she would send me follow up resources within two weeks and I did not receive anything (a month at this point). My follow up appointment was cancelled same day due to double booking. I returned the call and left an voicemail to reschedule and also brought up never receiving the resources. It's been over a week and no return call or email.

I spent the time and energy to meet with Joey Bailey and then get all of my statements together. He…read morethen cancelled my 2nd appt. Stating he was getting his office remodeled? Then I emailed a couple of times asking to at least email me back why he's cancelling me. Then left a message. Completely ghosted me. If you are that unprofessional before getting my money, what will happen next?

I am so grateful for the advice of my Pure Financial Advisor, Richard Alexander. He has been…read moreenormously helpful in laying out my options and giving me sound advice to secure my financial future. Pure Financial's staff is excellent and efficient. They have done a fantastic job pulling all the financial pieces together to create a smart portfolio. Pure's website provides me useful and timely information about my investments. The firm also provides helpful video presentations to help investors understand the markets and their investment strategies.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

They had so many bad reviews they cut them out and wrote their own. Nick is interested in how much…read moremoney he can get, primarily from you. He does not recognize any type of fiduciary responsibilities. He did a terrible job on my account, Terrible.

Excellent work. They have taken care of me for years. There is never a worry or thought when they…read moreare doing your taxes