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

I recently researched and communicated with several law firms in San Diego North county for…read moreinformation on estate planning services. I was particularly drawn to the straightforward video by Joseph Adelizzi on the Law Offices of Joseph Adelizzi site, and impressed with Joseph's responsiveness. Our initial phone discussion was professional and I felt he had listened attentively to every word I said. I scheduled an initial consultation with Joseph for my husband and I to meet him and discuss needs, answer questions, and understand the process in CA. I selected Joseph to prepare estate planning services because of his experience, professionalism, and authenticity. He prepared a Revocable Living Trust, Pour Over Wills, Durable Powers of Attorney for Health Care and Finances, and Final Disposition Instructions. All documents were prepared, executed, and recorded in a timely and professional manner. Joseph is a seasoned estate lawyer and I enjoyed working with him. I will certainly work with him again for other legal needs, and recommend him without hesitation.

I cannot recommend Root Financial Partners highly enough. As I navigated the major milestone of…read moretransitioning into retirement, the entire team proved to be an invaluable, trusted partner. From day one, their approach has been deeply personalized, proactive, and comprehensive. They don't just look at standard, one-size-fits-all wealth management; they look at your entire life. For me, that meant stress-testing my portfolio to give me absolute peace of mind for the long term, helping me optimize my tax withholding strategies, and seamlessly managing my ongoing retirement distributions. They have even actively supported my personal, real-time goals, such as coordinating the funding for major home improvement projects. I want to give a special shout-out to Paul L. and Erin V., both of whom have been incredibly helpful, knowledgeable, and dedicated. Whether it is strategic investment planning with Paul or coordinating daily logistics and distributions with Erin, their responsiveness and attention to detail are unmatched. Their transparency, prompt communication, and genuine willingness to dig into the fine print give me complete confidence that my financial future is in expert hands. If you want a team that truly cares about your goals and treats you like a priority, look no further than Root Financial. Earskin S

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!

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.

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.

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.

Darren, Maria and Jessica are great. They have been helping me with my taxes for years. They are…read moreresponsive, knowledgeable and professional. I recommend !

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.

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.

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.

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

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.