Tom was excellent! He helped me out significantly with a 30 minute appointment to see if he and I…read morewere a good fit. Because of particulars of my case, we were not a good fit, but he recommended several people who would be. He also told me what to look for in a financial planner/wealth management specialist. It was incredibly helpful. Tom was great at active listening and making sure he was getting the correct information from me. While other specialists I've talked to were knowledgeable, they were not as careful or thorough as Tom about making sure they understood my assets, income, living situation, and goals as Tom was.

My husband and I had a great 30-minute session with Tom. He was very thorough in understanding our…read moresituation and assessing what next steps are based on our goals. As someone who isn't particularly confident managing my personal finances, it was reassuring to have a professional like Tom take us through what we should be thinking about and how to work toward our goals. We left with some recommendations that will help us stop being ostriches and actually learn to manage better long term.

As a young person a few years out of school, I was looking for an independent financial advisor who…read morecould invest money for me outside of my 401(k) contributions. I found Top Gun Financial through word of mouth and have been a client for about 4 years. Greg provides outstanding service and is always responsive to emails and calls. This is especially important because I am not local to the area. Greg keeps in touch on quarterly basis through a client newsletter, which I always read so that I can keep up with his investment strategy and what's happening in the markets. I've learned a lot, and the results have kept me a client all these years. I would highly recommend Top Gun Financial to anyone who is looking for independent financial advice.

From the owner: We manage stock portfolios for individuals providing superior investment performance and a personal…read morerelationship. We also provide financial planning and consulting services on an hourly basis.

Paul was always a good listener and tailored his recommendations to personal needs. In my first…read moreyear with Paul I made a very good percentage above average, even though I was very conservative. I feel he really knows what he is doing and wants to do the best for his clients. This is my third year with Paul and I am extremely happy with the results.

Paul is a wonderful asset if you're looking for sound, creative financial advice tailored to your…read moreindividual circumstances. In just a short while, he advised us of our options (and the tax consequences for each) of taking IRA required minimum distributions, quickly clearing away the confusion we held when we walked into his office. He's knowledgeable, friendly and professional...and highly recommended.

I reached out to McKinley to explore some financial possibilities. Mark took me on as a prospect…read moreand was fantastic. He was incredibly friendly, obliging, and easy-going. He fielded no shortage of questions and consistently gave thoughtful and helpful answers. The level of service he provided was head and shoulders above other financial professionals I spoke with. If you're going to have someone manage your money, Mark is a great choice--trustworthy, transparent, and thoughtful. I recommend him unconditionally.

After losing a large portion of our savings in the market crash, we wanted to find more stable…read moreinvestments to improve our financial security. Troy has been excellent in providing comprehensive investment advice, including identifying investments with significant upside, but with very limited risk of loss. In the first six months, we earned 30% across all investments. We now have investments that will provide tax-free annuity payments when we retire, as well as investments earning above-market rates that are liquid and can be used without penalty in the event of an emergency. Troy and the McKinley Financial Group have restored my family's confidence in our financial future.

Becoming spiritually connected to my finances was something I had never considered. Creating a…read morehealthy realistic relationship with money gave me the self-assurance that money is not just about money. We all know this right. Do we? Realizing that abundance and prosperity is so much more than the bottom line opened my channels into paths of certainty, with abundance. Saving money is always good, but fully understanding our life's abundance with financial and physical well-being is amazing. Denise is kind, smart, encouraging and dedicated to facilitating abundance in all of us. Thank you Denise XO

Can I give her 10 stars? Please?…read more I am a firm believer in personal development and seeking support when I feel stuck in an area of my life. But it never dawned on me to go to a money coach until a friend described Denise as an "angel" in his life. As a standard-issue American I've always had secret emotional issues with money. All I was aware of, though, was that I hadn't saved enough. But in meeting with Denise I've learned how much unhappiness I've had around money-- and I've learned that I don't have to be unhappy with it anymore. I can feel a massive burden lifting, and before Denise I didn't even know I was carrying the damn thing around! Oh, and yes, I know I'll get the whole saving issue licked as well. Denise is in a class of her own. She truly is magical, an angel. And she's incredibly informed, expert and professional. I wish the other people I've gone to in my life were half as effective and Denise, but they weren't even close. If anything I've said resonates with you, do NOT hesitate to see Denise! You won't be sorry, I promise. One more thought: I was surprised that Denise had so few reviews here, especially given her stellar reputation and how long she's been in business... And then I noticed how embarrassed I was at the thought of publicly admitting that I'm seeing a money coach. Nobody admits to needing help with money, and everybody that I know well admits privately to having a miserable relationship with it! So please don't assume that, because Denise only has two reviews, she isn't as great and successful as she actually is. :-)

Never replied despite two tries. I gave detailed info for an umbrella quote Thu and was told I…read morewould hear back by end of day Fri. That didn't happen, so Mon I called again and the person answering the phone found my info and said the agent working on it told her she would call me back within an hour. Nope, absolute silence. It's now Tuesday afternoon. I'll find another agent.

Is this place still in business?…read more I called twice today, phone tree, no live person, twice was disconnected after the message saying "you will now be connected." I give up, will try another insurance agent for my needs. 3 options were stated; 1 - existing policy 2 -new business client 3 - other such as billing payment etc. The first two were not applicable so I selected 3.

We have been clients of Tony's for about 15 years & we would not trust anyone else to provide this…read moreservice. He is so knowledgeable, professional & thorough with everything he does. I can't recommend him highly enough. Thank you, Tony, for your guidance, support & efficiency.

I very rarely ever have time to write reviews. The service you receive from Tony, who knows…read moreinsurance like the back of his hand, and Ashly, who bends over backwards to assist you, is so exceptional, that I'm taking the time. Tony Uccelli, has guided our family with our medical insurance for as long as I can remember. Advising us as a small business owner, with our children when they were employed by us, then when not. Comparing plans and the best coverages as our lives have grown and changed and even with medicare and supplemental plans for my husband. Tony and Ashley will treat you like you are their most important client even when they aren't making any money from you. They have your best interest at heart, not their pockets. During what was the crazy start of "Covered California", Tony compared programs for us to choose, even though he didn't make money on one of them. I went with "Covered California" because, although not cheaper, the deductible was lower. When I had problems with that insurance company and the deductible, I called Tony's office for help to find me another insurance company so that I could please work with them again. Ashley, who is truly a saint, looked over my records, explained their was an error and would fix it for me. What? She doesn't ask questions, she fixes. She is so smart from doing this, that what would take hours, with me days, she can solve in minutes. Beyond that, she doesn't give up, she will fight for you and won't stop until there is an equitable solution. When it comes to changing insurance companies, Ashley told me, Tony will have to look at my doctors to see who has them in the plan and again give me choices which will be the best for me. I'm sure he'll offer those in which they may not make money on. Their service is so far beyond what anyone else does these days, that I'm just speechless. It was a lucky day, when I first met Tony, a luckier one when Ashley joined him. I recommend the Tony Uccelli Agency with 5 stars, if I could it would be 10 stars. Even if you don't know me, all you need to do is call them, talk to either of them, and you will be amazed with their knowledge and the recommendations they offer in handling your health insurance needs that best fit your family

Provided a lot of information snd good advice and direction for the next tax return. His staff were…read morepleasant helpful and attentive

Mr Jeffrey and his team are always soo professional helpful!…read more Highly recommended. Veronica is super Awesome Thank you

Vicky is the real deal. She was on top of everything throughout our home buying process -- whenever…read morewe had questions about a property, renovation history, house details, she'd get back to us almost instantly. She really knows her stuff on inspections and disclosures too, which made us feel a lot more confident as buyers. And when we hit a snag with our insurance agent, she stepped in and helped us get it sorted without losing momentum on closing. Professional, responsive, knowledgeable -- highly recommend her to anyone buying in the Bay Area!

Vicky helped us buy our home in San Carlos. We had very narrow search criteria in an extremely…read morecompetitive seller's market with limited inventory. Vicky was exactly the kind of agent you want in that situation: deeply knowledgeable about the area, incredibly responsive, and very well connected. She prepared us well by getting us through lots of houses and disclosure packets so we could move quickly and confidently when the right one came along. She ultimately connected us to an off-market home before it was publicly listed. We're very happy with the result.