I initially met Joe through a difficult situation many years ago, (before YELP!) navigating a…read moremediation to end a marriage. His compassion and professionalism stood out to me above all. Not to mention patience! This was far less painful than other divorce options I have heard of. TRY MEDIATION! Having worked with many experienced attorney's over the span of our careers, my husband and I did not think twice about calling Joe when we needed guidance in estate planning. The level of integrity, confidence and patience he exhibited gave us incredible piece of mind. To have his guidance in our estate planning has been invaluable to us. We have engaged Mr. Adelizzi for other legal issues since, and the traits we most value are consistently demonstrated. Without hesitation, if you are ever in need of a brilliant legal mind, accompanied by strong character and integrity- Joe Adelizzi is the number one recommendation.

Joe helped me in a family matter a while back, we won the case & he proved very reliable,…read moretrustworthy & effective, highly recommended

Although I am not reviewing as a client, I am leaving this review as a future client of Root…read moreFinancial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have "the algorithm" direct me to Root with James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review... I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor... But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though I'm not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari!

The team at Root Financial Partners are impressively knowledgeable. James has a way of making…read moreeverything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team.

I've worked with LFA for a couple years now, and have been very happy with the level of customer…read moreservice. Communication and recommendations have been timely and appropriate. I'm a fairly knowledgeable investor, but I have definitely benefited from their advice.

I was recommended to this organization when I was looking to potentially move a company 401(k) plan…read moreto a different advisor. My motive was trying to find a company with good customer service. Well, I'm glad that I found out ahead of time that this place offers anything but customer service. Phone calls - not returned. Emails - returned, sometimes. Always untimely. I called and asked to speak with another financial planner but was told since I started with one person, I had to stick with that one person. The gentleman who answered the phone did say that the advisor was aware of my previous phone calls. Perhaps I simply caught the advisor at a bad time. I even gave him a second chance to which his last email stated..."Take care...talk soon". Honestly, I was left with the impression that the advisor had bigger fish to fry and wasn't interested in working on a 401(k) plan for a small 50 life company. I really want to give this company 5 stars since it was recommended to me by an awesome group of insurance folks. But, there are no stars to give if the person doesn't want to work with you.

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.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

I originally found de Vries online and was attracted by the all 5 star yelp reviews. While I was…read moreleery at first, I can clearly see now why Darren and his company continues to receive a perfect 'Yelp' rating. I had been doing my own taxes (with the help of turbotax) for the past decade and finally this year I reached out to Darren for some assistance on my 2013 taxes. I recently purchased an investment property and started a LLC and he was very thorough and knowledgeable assisting with tax advice. On top of his expertise, he's a very friendly and understanding person and I know his business will thrive in years to come. Darren is very trustworthy and seasoned as a tax professional and I'm looking forward to working with him again next tax season (or sooner)!! Mahalo!

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.

Its rare to find a financial advisor who cares so much about the welfare of his clients. His level…read moreof professionalism and clear advice is outstanding all the while assuring us of his genuine care for our financial and personal future. His presentation is precise and tailor made for a client's needs. He tailors his advice specifically for your needs and takes the time to establish what a client needs and a friendship at the same time. I left his office feeling confident about my financial future. Highly recommend him.

David is an amazing professional whom is very holistic in his financial advisory approach. He…read morecares more about his clients well being than he does his actual business which is why his business is so successful. He is a highly personalized and insightful in everything he counsels clients on. I have been referring my trusted clients to David for almost two years and my clients have provided nothing but raving reviews for feedback.

Fantastic in every way. Comprehensive, personal, compassionate, fair, successful. Very much a…read moreprofessional financial guide.

Bryant is fantastic, been working with him / LaunchCPA for several years. I don't think I'd be…read morehere without them.

Bryant and his team are outstanding. No need to look any further for your CPA. you will…read moreBe more than pleased with his services. I have a few businesses and it took 4 CPAs to find the right one and when you know, you know. Even when my businesses weren't doing as well and I couldn't afford monthly services, I was pleased and relieved by his approach to still answer my questions and do screen shares with me when I needed assistance when I am technically only paying at the end of the year to file my taxes. He doesn't feel like other CPAs I have worked with where you can tell it's all about the paycheck for them. You can tell he genuinely cares and wants to help. He will take the time to explain things thoroughly and any questions I have are answered quickly, which is very much appreciated.

A friend of mine recommended this place or else I would have never found it online. He's been…read morefiling his takes here for years and I can see why. They're a very small business with only a couple of workers but they do a great job so they fill up quickly in the afternoons. I can tell they are very committed to helping the Hispanic community since Spanish is their main language. I am aware of their travel and immigration services but have never used them before. Excellent place serving Hispanics and would recommend to anyone seeking services in español.

Great people and get the job done! No hassle. Time is money and they RESPECT your time !read more