We've been clients for almost 10 years and have worked with most of the firm as they've grown…read more Tessara (fka Ballast point financial planning) has been instrumental in guiding us as our income and net worth has climbed. Shawn has also been a trusted resource for referrals to other services we have hired in the Bay Area and we're so appreciative of him. Most recently, Vidalia is our lead planner and she is fantastic! She is knowledgeable, responsive and personable. I admire how she handles my questions in such a calm and composed way which I know can be challenging sometimes since I handle clients in my own career. We've "graduated" now that we have a stable financial plan but will have no hesitation becoming clients again if our planning needs change in the future.

Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly…read morethorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will absolutely be using in the future to track our assets. Very grateful for Shawn and BPFP!

When I left the corporate world and started doing contract work on my own I wanted someone to help…read moreme grow my retirement plan. A friend recommended Dave Magnuson and I haven't looked back. Dave is incredibly smart, knowledgeable and very easy to work with. He took the time to get to know me, my longterm goals and what I was comfortable with. He is great with communication and lays out options in a way that you understand but also feel empowered as you gain more knowledge of your financial health. After seeing my retirement portfolio grow we have now added financial planning for our children. We feel so secure with Dave handling all of our family's needs. Last summer my mom retired and back we went to Dave to make sure she was making the best decisions for her life during retirement and that she would have a comfortable financial future. My mom feels very stable in the decisions they made together and so appreciates the comfort level she felt with Dave during a huge life change.

David is exactly what I was looking for - an extremely bright guy (Stanford grad, Georgetown law)…read morewho can advise on and manage all of my financial needs. Not only can he manage IRA and other retirement accounts, he can advise on employer's 401k investment options (even though he can't manage them directly) and he can take care of estate planning and other family-related legal needs. He's super friendly and easy to talk to - not pushy or salesy, and very patient with questions. He makes complicated investment concepts easy to understand, and backs up his strategy with decades of data.

This is a great company. Love their customer service at the Montgomery branch. Alex and Evan were…read morebig help. Especially Alex he was so patient with me and he helped me set up my HSA account. Thanks Alex!!!

Very good service, great cd rates and very good follow up. Always get someone local or at least in…read morethe United States. They make every effort to solve any problem you may have.refreshing that they do not out source to foreign countries

I and my husband have been using Rydge Tax service for many years, they used to be called another…read morecompany's name. And last year or the year before, they merged with Rydge Tax service in Pleasanton. Working with Jose C. and Irene P. is wonderful. They are very knowledgeable tax return accountant and very fast response to your email and questions. Highly recommend them.

I could not be happier with the service and expertise that Jose Campos provides.  He is very…read moreknowledgeable in tax law and will take the time to explain your options.   Jose is very responsive and organized.  He will focus on your current needs and furthermore explain future planning to help you and your family.  This is why I choose to work with Jose. Give him a call. You will not be disappointed!

1. Gave me some outrageous quotes. 2. When I told him about…read moremy other quotes he told me they must not include such and such. He was wrong about that and he had not seen my other quotes. How did he make that assessment? Only an attempt to justify the ridiculous quote. 3. The worst part and why I'm writing this review is that now I'm getting a ton of spam from farmers insurance in the mail. I did not ask them to send me these letters. They are often the same exact letter sent 3 times wasting paper and filling my mailbox. Overall, my recommendation is to shop around and don't trust what they tell you.

Roger and team are my go-to insurance providers. I have all my insurance policies through them…read more(home, car, umbrella, etc.) - I am also a realtor and I regularly refer my clients to them. Roger is very professional, an excellent communicator, and he truly looks out for his clients best interests. Roger's prices are competitive but most importantly Farmer's is a large company and pays out it's claims (at least in my past experience for an investment property in Arizona I had). Roger and his team are very organized and respond very quickly to all my requests. I have found my insurance agent for life and I highly recommend him to anyone who is in the market for insurance services.

My brother referred me to Daniel Weissman to invest some money and he was amazing. He gave me such…read moregood advice, got my account set up right away. He followed up with me if I had any questions. Scott Salerno who works with Daniel followed up with me also. It is so nice to have a contact if I need anything. The service was superb. I highly recommend Daniel and Scott from Schwab.

Helpful and responsive staff, with ample street parking out front…read more Compared to the Schwab branch in downtown SF, this one is a lot smaller but still gets the job done quickly. I called in the morning requesting an appointment, turns out, depositing doesn't require an appointment. Swung by after work, got the deposit done in less time than I expected. 5 stars for the staff working here.

Jeff Weber is the best financial advisor we've EVER worked with…read more He's not only exceptionally knowledgeable but also kind and considerate of what your needs are. He cares immensely for you and your finances. My husband and I love what Jeff has done for us so far and we look forward to meeting with him and chatting about our future plans. We have been with him for years and trust him and his decisions. Jeff also assists in any financial issues we have at the present moment and does so with the utmost professionalism. He loves what he does and it shows. You want a financial advisor who loves his job. I highly recommend Jeff to my friends and family and now to you, too! No one else compares to him!!

My wife and I have worked with Jeff for more than 15 years, and he's been a truly wonderful…read moreadvisor. Jeff helped us get organized well before we retired and his guidance through retirement made the process a lot less stressful. Since then, he's managed our investments, reviewed our tax return each year, and even introduced us to an attorney who helped set up our trust. What we appreciate most is that Jeff always takes the time to explain things in plain English. He's honest, easy to talk to, and genuinely cares about his clients( we feel like Family). It's very comforting knowing our finances are looked after by someone who truly cares about his clients. Robert L

Paul Delzio of Edward Jones in San Carlos, helped me update my 401K, and he took great care of me…read moreand my concerns over part of the settlement from my divorce. What love about Paul is his attention to detail, his knowledge, and his approachability. Paul is easy to reach when I need to get a hold of him, and he keeps me updated about things I need to know. I do a lot of business in San Carlos and I love being able to pop into his office just to say Hi or with a quick question when I need to. I recommend Paul to all my friends, and especially to my clients.

Wait. Why would I want to tell you why I like my advisor? It's competitive enough in this area with…read morethe what have you's & young rich & tech famous. So there. I'm liking my advisor. 'Nuff said. Now go somewhere else, 'kay?

Wesley Ko came highly recommended from a friend. He laid out a plan for us to sell my current…read moreapartment and purchase a new house in 6 months (all in Oakland) and he worked very hard to help accomplish that goal. Throughout the process he was patient, responsive and professional. For the sale, Wesley and his teammates were extremely efficient when it came to staging and holding open houses and we were able to sell my apartment after the first scheduled showings. The only really difficult thing I had to do was say goodbye to the apartment and move out. I am extremely picky and so when we began to tour houses, Wesley's patience and eye for details really helped narrow down potential properties that would be a good fit for me and we also struck out a lot of bad ones. Wesley's experience shines during touring. Just to name a few things he has a keen sense of smell for moisture/mold, can feel for the slightest unevenness in floors and can tell good from bad repair work just from a quick glance and feel, he has really seen it all. This is where a whole lot of Wesley's value comes from, he's not just another paper pusher...he actually enjoys looking at houses with clients and he is great at pointing out things that a normal person wouldn't see. Eventually a few months later we were able to close on a new house that was exactly what I was looking for. It was a pleasure to work with Wesley and he was so helpful throughout the entire process. As I said before he is thoughtful, smart, engaged and it's clear he loves what he does and I now recommend him to everyone I know who is looking to buy in the bay area.

From the sales rep to the whole team (fit & finishes, customer experience, stager, and sales…read moreanalysis), OWN is a great company to work with. Although I had started the remodeling before signing with OWN to be the sale representatives for the house, their expertise in knowing the market for my location set us up to get the best return. The expert staging that put the finishing touch that helped to attracted over 20 potential buyers during the open house. Everything was handle expertly and professionally. So buying or selling, OWN Real Estate is the company to go with.

Jennie helped my fiance and I purchase our first home in San Francisco! We were completely…read moreunfamiliar with the home buying process and were not even pre approved. We only had a week to figure everything out before offers were due. Jennie made everything so easy and linked us with a great loan agent and other vendors. We were able to close on our home in just 15 days thanks to her help. She is also super responsive to calls, texts, and emails and hand held us through the whole process. I would gladly recommend her to my family and anyone else who is interested in purchasing a property!

From the get-go, Jennie was a great agent -- super organized and friendly. We knew exactly what…read moreneeded to happen at each step. With Mindy's help, they were both able to answer all our questions quickly and efficiently. What really made all the difference was Jennie's approach and persistence in getting us the house we really wanted. She worked closely with the other agent and made sure we got it across the finish line. Highly recommended!