I had been searching for a financial planner for some time -- specifically a fee-only Certified…read moreFinancial Planner. They don't have anything to sell, other than their advice, thereby avoiding having various things thrown at you that are really designed to make them as much money as possible. Through an odd circumstance, I came across Symphony Financial Planning. All I can say is, WOW! This is how financial planning should be. First off, it's not some corporate building with lots of granite and glass -- it's a very inviting environment that's in what appears to be a small home. You'll feel comfortable right away -- not like a corporate prisoner. The most important part of course are the people. A better group you will never meet. They are super nice, especially Taylor, who worked with me. She made me feel completely comfortable, and explained things in a non-condescending manner. She never made me feel stupid, which is something I can't say about other people I've talked to. In the end, she gave me some great ideas about how to maximize my retirement savings, and sold me nothing in the process. Perfect! And because they are fee-only, you only pay for the time you need -- they won't latch onto your accounts and start pulling out commissions or other fees. They don't even have access to your accounts -- all they can do it give you advice about how to manage what you've got, to meet your goals. If you are looking for financial planning and are anywhere in the vicinity of Davis, you owe it to yourself to give Symphony a try. You won't be disappointed!

From the owner: Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive,…read morestrategic retirement planning services and low-cost, tax-optimized investment management, with a fiduciary duty to act in our clients' best interests. All our advisors are non-commissioned, experienced financial professionals. Pure Financial does not sell products, earn commissions or receive referral fees from any source. Our specialty is retirement and pre-retirement financial planning, retirement income, and asset management with an emphasis on tax reduction. Whether you're nearing retirement, in retirement, had a life-altering event or need investment advice, our fee-only fiduciary financial advisor team will help craft an investment strategy and retirement plan based on the best interest of your financial goals.

I am an estate and probate lawyer and trust Beth and her team completely. They are reliable, caring…read moreand highly competent. I would not work with or refer to them otherwise!

From the owner: At Elizabeth Dean Fiduciary Services, we help you or your loved ones with the burden of managing…read morepersonal daily care, finances, housing, medical needs, paying bills, and handling trusts. We are held to the highest ethical standards in the care of and loyalty to our clients.

As someone who uses Yelp a lot, I don't hand out 5-star reviews lightly, but Christine Teh…read moreabsolutely earned this one. I reached out because I'm working hard, but still not seeing enough in my paycheck to get ahead. Christine immediately spotted things I completely overlooked, including helping me adjust my dependents correctly, which honestly made a noticeable difference in my overall paycheck. That alone took a huge amount of stress off my shoulders. What I appreciated most was how professional and down-to-earth she was throughout the whole process. No pressure, no talking down to me, no "finance influencer" gimmicks. She explained everything clearly and gave practical advice that actually applies to real life. She also helped me focus on budgeting in a way that finally clicked for me. Not restrictive. Not unrealistic. Just smart habits and structure that made me feel more in control of my finances, rather than constantly reacting to bills and expenses. You can tell Christine genuinely cares about helping people improve their situation, not just selling a service. She's knowledgeable, patient, professional, and easy to talk to, which makes a huge difference when discussing personal finances. If you're trying to improve your finances, better organize your budget, or simply understand where your money is really going, I highly recommend hiring Christine Teh. Definitely a well-earned 5 stars from me.

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.

AVOID ROBERT HOBEDY. He is unprofessional, inept, rude, arrogant, unhelpful, caused many problems…read morewith my account, personally froze me out of my account. His errors cost me lots of money while the market was volatile, significantly added to my legal costs, made a very bad situation for me. Once everything is resolved we will likely transfer to Fidelity. https://www.linkedin.com/in/robert-hobdy-8912b51b

Paul at the Davis branch of Charles Schwab is great! He has over 20 years of experience and has…read moreearned the titile of CFP (Certified Financial Planner). He listens well and can help put together an investment plan for you. Please note, he has hundreds of clients, so call the main number for Schwab to make an appointment. As one of his clients, I can tell you that when I email a question to him I do get a great response. The key word here is "appointment". He is not able to help with small accounts. Anyone at the main number can help small time investors get started started online, and the online investment research materials are very helpful.

I am totally grateful for Impact's presence in my life. Investment planning can be confusing and…read morecomplicated. They make it less intimidating and tailor plans to the individual. Thank you Paul.

Impact Financial Advisors has been nothing but great to us. My wife and I have known we need some…read morehelp/ guidance with our retirement plan full finical stability as well as create a working path for generation wealth. What works for everyone is different and everyone's plan is very unique to them and their situation. We have been and will continue to work with Thomas, he is very detailed and communitive. He has and continues to be a great asset for us, and our ever changing road map of life. Have recommended and will again, to anyone looking for help.

Jen is the nicest! She and Michael Clark worked together and now she has her own office. My mom and…read moreI and my husband all love her as our Edward Jones go-to gal. She is warm, friendly, and very smart. I knew nothing about investing when I met Jen and that was OK. She made it easy to understand and didn't judge me for my lack of knowledge. What a nice lady. Trust Jen with all your Edward Jones financial needs!

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.

Brother Bradley here. Stopped by FNB Davis today and what an optimal experience I had! I felt safe…read moreand secure. Meena was happy to coach me through life AND my bank problems andShe told me how it all works and explained my questions to me thoroughly what more could I ask for;) highly recommend stopping by, their remodel looks great 1. People first 2. Absolute integrity 3. Zest for Excellence

This has been my husband's and I banking forever, my husband much longer than I. When we got…read moremarried, we end up sharing a joint account from here. They have one of the best fraudulent protection around. They catch things right away and instantly put a stop when they see large and unusual activity. They call you to ensure that it is you, I've never had an issue with this bank at all. I truly love them. The people here are super friendly and always super helpful for all your banking needs. They do an amazing Oktoberfest get together every year to celebrate and it's always a fun time with live music and lots of food.

Called to get information on her accounting services. Received an email from her assistant stating…read morethat they would be open to helping us file taxes for us personally and our small business and would provide a quote. After sending multiple emails and my information, her assistant emailed a week later saying they have no more availability and can't help us. It was unprofessional to say they would provide a quote for services, request my information only to say they refuse the work. It was bizarre. Don't recommend.

My husband and I are in the process of starting our own small business. Tracy has been very helpful…read moreand patient with us. We ask her many questions and she is always timely with her response. She explains to us how to handle our taxes in a concise, easy to understand manner. We appreciate Tracy and her staff. They are helping us navigate an area that is new to us. Her expertise is very valuable to us. We look forward to a long business relationship with Tracy. Hopefully our little company will grow in the future and as it does we look forward to giving Tracy our accounting business.