I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

Couldn't be happier or more confident in Taxlana. She is so easy to work with and very…read moreknowledgeable. Do yourself a favor, call Taxlana!

This company is not legit! I don't know how it got all of these great reviews?? I went to their…read morelocation at 4950 Waring Rd, Ste 8 and there is no Taxlana and when you call their listed phone number it is a foreign language and also says the phone number is not in service. I paid $350 deposit for an online tax prep meeting so I will have to dispute charge with my credit card to get my money back! Stay away! Edit: Taxlana returned my $350 deposit. I did not get my taxes done by them so I cannot comment on that. But the experience of not being able to reach this company by phone or other and the location listed is not legit. But I cannot give a review positive or negative on the quality of tax prep by this company.

overall good experience. when I started investing with Diversyfund years ago, the investment team…read moremade it clear this investment was a long term investment. it is possible some people posting had the expectation of a 2x return in six months like what some tech stocks do. the management team has been in constant communication even if it's negative.

I really thought this was going to work out. My very first choice to invest & you guys have failed…read moreme. 6 years ago I invested $1000 & have only made $30. On the first year I did get a response to add beneficiaries & now nothing. I've sent 5 messages trying to cash out & nothing. I have 3 email tickets. TKT-1152026-12:21-QT08dDI1h0V2VWK3Bycn - Jan 15 TKT-1102026-15:11-QT08dDI1h0V2VWK3Bycn. - Jan 10 TKT-132026-03:32-QT08dDI1h0V2VWK3Bycn. - Jan 3 Plus messages on the support page. I have sent a complaint to BBB waiting on a resolution.

Jeff came highly recommended by a respected friend and businessman. I was impressed by his…read moreknowledge of current San Diego market conditions and trends, the value of my unit and how it stacked up against the competition. He was well versed on the amenities and fees of my specific condo building and similar buildings in the area. He gave buyers insight into the dramatic revitalization and development taking place in the Marina area. He has an eye for quality and appreciated the finer details of the recently completed renovations which set my home apart. He also had great resources for staging to best reveal the home's potential. Jeff is a true professional; if he said something was taken care of, I could consider it done! He handled the entire transaction seamlessly while I was out of state on business. He made the transaction easy and fun for me and worked well with all the parties involved. He has my highest recommendation.

Sand and Sea Investments…read more Jeff Grant - Sand and Sea Investments Trust and confidence are essential qualities to look for when selecting a real estate agent. My husband and I had the fortunate opportunity to have had Jeff Grant and Sand and Sea Investments as our real estate investment agent. We found him knowledgeable, respectful and most importantly acted with integrity regarding our recent purchase. Under challenging circumstances Jeff worked hard finding an excellent Starker 1031 exchange property with just one remaining day before the expiration date. After escrow closed Jeff and his team then listed the property for rent, interviewed and personally screened all applicants managing the entire process to the move in date. Throughout our experience he was respectful and polite, a true professional. In the past we've worked with many real estate agents both for our personal homes and investment properties. We confidently recommend Jeff Grant as the most exemplary model of the ideal Real Estate Agent. Debbie and Les Smith

Excellent experience working with PWR. Linda helped me and my wife come up with a short-term action…read moreplan and longer-term financial strategy, and we are very happy overall. Linda was patient with our questions, easy to work with, and extremely knowledgeable in all the right areas. We feel like we have a much better grasp of our finances, and are confident in our ability to build wealth and navigate toward our retirement goals. I highly recommend working with Linda and PWR.

Linda has provided financial planning services for us for about 3 years now and we are very…read moreimpressed with her professionalism and knowledge.  We selected Planning Within Reach due to the fact they are a fee-only financial planner.  Basically, this means you pay for services provided for the time they spend on your plan and not a percentage of your assets.  The service provides inclusive planning for everything from asset allocation, verification of insurance coverage, savings plans, and cash flow with your personal financial goals in mind. At the initial meeting, we discussed our financial goals and subsequently provided requested information for the plan.  Once the plan was prepared we had another meeting to review the plan including action items for us to perform.  This included things like rebalancing 401(k) and other investments in addition to other action items to complete.  We do annual checkup planning meeting with Planning Within Reach and find the discipline very helpful to stay on track with financial goals. If you are starting out or a few years from retirement, this service is worth every dollar.  We have confidence and peace of mind having our plan in place and recommend it to anyone looking for financial planning services.

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Working with Michael was one of the best decisions I made when buying and selling my home. His…read morelevel of professionalism, market knowledge, communication, and calm problem-solving was extraordinary from start to finish. My sale involved several unexpected challenges, including complex HOA and lender requirements that could have easily derailed the transaction. Michael handled every issue quickly and strategically, coordinating between the lender, escrow, HOA management, and the buyer's side with total clarity. Throughout the process, he kept me fully informed, protected the value of my sale, and made sure every detail moved forward on time. What stood out most was that Michael never pushed for the easy route. He advocated for me, maintained pressure when necessary, and always explained both the strategy and the reasoning behind it. His negotiation skills were exceptional, resulting in a strong offer well above the list price. To make it even more amazing, this was achieved during the slowest time in the market: November/December! He created excellent leverage for buyers exactly when it mattered, turning an unprofitable sale into a very profitable one! Every part of the sale was handled well. His preparations for listing, pricing recommendations, marketing strategy, and buyer communication were spot on. His team was insanely responsive, organized, and proactive. Even with the complications we encountered, I always felt 100% supported because Michael remained calm and solution-focused. I cannot recommend Michael and his team highly enough. If you are buying or selling in San Diego, you genuinely will not find a more capable, trustworthy, or skilled agent. He truly exceeded every expectation I had!

I'm a retired, oceanfront, condominium, developer, and marketer with decades of experience in real…read moreestate. Rarely have I found a service such as Mike and Jessica provide that compares to their level of professionalism, knowledge, responsiveness, and caring that they bring to the table. From guidance on pricing and timing on the listing, to staging and a host of other prep items needing attention, to the entire quick sales process and closing, Mike and Jessica are second to none.. If you're thinking of listing a property in San Diego and you're fortunate enough to know about the Wolfs, I would look no further. It simply does not get any better than this amazing team!

i've used this firm over the years. They were recommended by a friend years ago for specializing in…read morenonresident returns. Taxes are certainly not my strong point and for sure not my main interest so it was great to find somebody that can handle this for me. The process overall is pretty seamless. I've also needed help with financial planning over the years regarding my taxes and they have always been available. I definitely feel like I've gotten my money's worth and friends of mine seem to be paying far more for their taxes, so I have made the right choice. Super appreciate Liliya's patience with me, as well! She was the tax director at Dimov in charge of my case. I will continue to use them in future years.

Excellent customer service, timely, and accurate. I highly recommend Dimov for tax return and…read moreaccounting serevives.

*****SCHWAB IS TERRIBLE**** they don't give you any warning…read morethat their 529 won't count toward Indiana529 credit. I wasted time running my daughter's funds through their 529 which is only compatible with Kansas colleges. They cost me $800 tax credit. When I confronted them they were unapologetic and blamed me. If your customer has an out of state zip code, then flag a warning . Schwab are A holes. I closed all of my accounts with them.

INCREDIBLY BAD SERVICE!!! The front desk girl was very rude and acted as we didn't exist. We wanted…read moreto see a financial advisor as a walk-in and she wouldn't even make us an appointment for another time because maybe they were too busy or the account wasn't large enough for them. She totally deterred us from ever wanting to do business with them.