Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Very skeptical at first feeling like I was a burden walking into fidelity. Background story was…read morethat I called twice couple days ahead and was told both times I would get an advisor to call me back to schedule an appointment. 3 days had pass and still nothing. Getting the same feeling I had with Patelco couple years ago which made me feel discourage so I was already feeling annoyed with the similar past experience . Phil Benjamin changed all that. Phil never made me feel dumb for questions I was asking. He answered everything throughly and with patience. Made me feel very comfortable for making the choice to go with fidelity investments. Amazing work for his honesty. Always hard to find trust worthy people especially when it comes to investing your money. Phil is the man and I suggest everyone that's looking for assistance to go to him or ask for him. He will make you trust in fidelity.

I've had a great experience with Fidelity. My high school employer used Fidelity and my boss at the…read moretime helped me set up a little 401k. I was young and no clue how to navigate 401k or retirement accounts. I was lucky enough to get started at the age of 16. Sure it was not much what I was putting in but my employer was contributing dollar for dollar up to 5%. I left that company and never touched the money. Now that I have one foot in the grave I reached out to them to discuss my money. I was assigned a great gentleman named Richard. Yes, they charge a fee. But I don't mind as long as I'm making money. Richard was very patient and took the time to answer all my questions. I ended up adding a little more money to my account and I've seen a good return I believe it's right around 10%. I have not been into the actual location but I have turned my family over to Fidelity. Prior to Fidelity I reached out to Fisher investments and they turned me down because I had "too little money". Fidelity has never made me feel bad about how much or how little I'm able to add to my portfolio. Additionally they offer a regular account with a much higher interest rate than your regular bank. Check them out! Especially if you can get Richard!!! Tell him you saw my review on Yelp. Good luck! Hope this helps!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

Over the years, Anna has successfully guided us from pre-retirement and into retirement. She's…read moresmart, patient and very hands on. She responds quickly to questions and is thoughtful in her responses, customizing her solutions and providing options to meet our specific needs. I would highly recommend her.

My husband and I recently had a retirement plan put together by Jennifer Bush and their staff. We…read moreare so grateful to have her as our CFP. Jennifer is very caring, kind, knowledgeable and down to Earth. She is easy to work with. She has been diligent with everything concerning our plan. She is excellent at explaining what needs to be done, she goes over every detail and makes sure you understand how to implement the plan. We appreciated seeing the different scenarios/columns in regard to our three housing options. We discussed what makes the best financial sense for our future retirement. It was eye opening to see where our money goes and how to make a budget. We are very aware now and make better financial choices. We looked at the worst case scenario and best case scenario and what needs to happen to get the best outcome. After seeing it all in writing it made things very clear. It was so helpful to have another set of eyes to go over everything. We felt like a weight had been lifted and it gives us hope for our future. I have an outlined to do list of what I need to take care of. We looked at our Trust, bank accounts, investments, life insurance, housing insurances etc. We had a previous Advisor but unfortunately it was such a bad experience for us. I was stressed and worried, not knowing who to turn to for help. After several months of searching the internet and narrowing it down, I kept coming back to Jennifer's profile. I am so glad I reached out and got the help we desperately needed! Our experience with Mainstreet Financial Planning has been extremely positive and we highly recommend Jennifer Bush and the entire Team.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Juliette is a great person to work with. She has a wide breath of knowledge across a lot of…read moredifferent financial products and goals. She listens and adjuta based on your questions. She is patient enough to help explain after fifty questions to finally help find the one pay off the answer that you weren't quite getting. I can't say enough good things about working with her.

After 25 years of being with the wrong people investing my IRA (huge egos, poor investment advice)…read moreI found Juliette on Yelp and never looked back. Unlike the two people I was with previously she doesn't charge a quarterly fee. I never felt that my portfolio was being overlooked. She keeps me updated on the state of affairs and discusses all proposed changes with me. I'm retired now, and my investments are doing very well. I have total confidence in Juliette. If you're unhappy with your investment people or know someone that is, contact Juliette.

We're glad we connected with Faruk. His knowledge and insights have been very helpful and…read moreinformative. He's patient and takes the time to understand you and your financial situation before presenting recommendations. We would definitely recommend Faruk to anyone interested in planning for their financial future.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Nam is extremly responsive. I reached out to a lot of CPA and he was one of the ones that responded…read moreto my inquiry about internatioal wire transfer. Which I so appreciate. He was very generous during the consultation and was treating me like a client even though I wasn't a good match for his service. Nontheless, he was professional, helpful, patient, and very knowledgable. If I ever need his service, I would def hire him.

Navigating my tax situation is like trying to untangle a messy, complicated web - with ISO stock…read moreoptions from my employer's IPO, RSUs, AMT credit, cryptocurrency, and a recently acquired house in the mix. After negative experiences with other tax professionals in the Bay Area, I was referred to Premier Tax Advisors through a friend. My intro consultation was with Nam and I IMMEDIATELY knew that my tax situation was in good hands. In that first meeting, he provided a wealth of knowledge and value. I came away from that intro with more insight into taxes than I ever had at previous tax firms. The ease of my 2022 tax filing process was amazing. Every aspect was seamlessly conducted through email, phone, or video chat. I simply uploaded all relevant documents into a shared online folder, and Nam's constant communication kept me informed about the necessary steps. The entire process was incredibly organized. If you're like me and have a tax situation resembling a financial maze, save yourself the hassle and entrust your affairs to Nam and his team. They not only make the process easy but also deliver a level of expertise that's unparalleled in the Bay Area!

I called to find out about IRA/Roth conversion and the receptionist is clueless, she kept telling…read moreme to talk to tax preparer

We've relied on Rachel for our tax needs for years, and we're consistently happy with her service…read more Her insightful knowledge has helped us achieve the best outcomes for our situation, and she offers valuable advice for planning our taxes in the coming year. We highly recommend her tax services to anyone in need.