Fidelity Investments in Sunnyvale, CA has provided me excellent customer service and advice and…read morecontinues to help me. Ian Bushell helped my husband and me change the registrations on our many accounts. Priya is my fiduciary financial advisor who has provided me helpful financial investing advice and continues to do so. I have also had the pleasure of being helped by Fidelity associates Ken, Tim, and Brendan. All the Sunnyvale Fidelity employees are welcoming, pleasant and helpful to work with!

Avoid PRIYA SAGAR like the plague…read more Someone at Fidelity referred me to Priya Sagar for help with broader financial strategy. We met in her office to review my portfolio and discuss where Fidelity might add value. Priya spoke at length about her managing money for clients with portfolios exceeding $100 million, and emphasized how dedicated she was to her work. We agreed on clear next steps: she would send me materials to review and a link through which I could share my portfolio details ahead of a follow-up discussion. Unfortunately, none of that happened. Her office scheduled a follow-up call, but Priya never sent the promised information. I reminded her office that I was waiting on those materials so the meeting could be productive, and they said they would follow up with her. Still, nothing came through. At that point, I decided not to continue. To me, credibility starts with doing what you say you will do. In my experience, the claims made in the meeting were not matched by the follow-through. A lot of confidence, but very little substance is just hubris.

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.

My family has worked with Hendershott Wealth Management for more than ten years, and throughout…read morethat time we have consistently received exceptional service. Their team is professional, proactive, and attentive, taking the time to understand our goals and provide thoughtful guidance tailored to our needs. Their expertise and stewardship have helped us achieve the financial outcomes necessary to support both our current lifestyle and our long-term legacy objectives. We greatly value the trusted partnership we have built with Hendershott Wealth Management and recommend their services without reservation.

HWM is my trusted fiduciary financial advisor! They have…read moretaken excellent care of my portfolio, and helped me feel secure in my retirement.

Knowledgeable, down to earth and someone I have complete confidence in her judgement and suggestion.read more

Julie is very personable but also very professional. I am a Real Estate/Loan Broker and I can see…read morewhen someone genuinely cares about helping others. She was very gracious with her time and asked strong, investigative questions. Thank you Julie

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!

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!!!

I've had the pleasure of working with Brandon over the last year, specifically with helping me…read moreduring our company's IPO and the impact on company equity. Brandon was very helpful in providing guidance on selling strategies and gave me a plan to prepare for this recent tax season. Over the year, we also worked on a comprehensive financial plan and even went through important aspects of a first home purchase. Brandon and Diversifi Capital are very easy to work with and provide you with customized content based on your financial planning needs. I highly recommend them!

We were so lucky to find Alfred and his team at Diversifi. After years vetting various planners and…read moreadvisors, we were constantly in sticker shock at the price of hiring someone to help manage your money. I love their subscription pricing system as it allows for a monthly payment and relationship build over time, vs a huge lump sum payment that really makes you take a pause. It's pretty brilliant. The team is highly responsive and you can see they have high integrity. I just love this. Onboarding is a challenge if you have many accounts that need to be catalogued, but I have faith they'll improve the process & tools. They offer financial education via video tutorials if that's your thing, but it's not a requirement. The actual consults are organized, efficient, and down to earth in terms of financial vocab. Overall, we're very please and looking forward to working with them for many months to come. Highly recommend!

Customer service representative Lily unfortunately make me write review . She was not looking for…read morepositive resolution results instead she brush me away. I am stuck with $45 penalty because transfer was eight days late .

I just immigrated to the country, and was treated like a national threat by their customer support…read moreline while trying to verify my account. Horrible experience, devastated that I will have to continue working with them as they were selected by my employer.

Alan D. invited us to a financial investment seminar, "Savvy women, smart investors take charge of…read moretheir financial future," for educational purposes. At first we were a bit skeptical as most seminars have a underlining sales pitch and pressure accompanying them. I think we've all been there, one time or another. Upon arrival we were greeted and introduced to Shane Jacksteit, Edward Jones Financial Advisor, and Grant Martin, MFS Fund Distributors, Inc. Regional Manager. MFS is know for their invention of the mutual fund concept in the early twentieth century. The seminar was very informative from the basic financial investment strategies to some historical facts. The guest speaker Grant Martin, who simplified complex financial topics into easily understood concepts, using illustrative examples. He made us aware of many investment approaches that should be considered, and the first and foremost the concept of "paying yourself first." The seminar also discussed the reality that most women survive their husbands, and how that places investment responsibility on them. The seminar also covered topics, such as, retirement planning, educational planning, importance of seeking financial advices during critical life events, eldercare, estate planning and financial basics. I was very impressed with the seminar and the knowledge I've gained from it. It made me think about our personal financial investment goals and approaches, and how we should considered other diversified investment strategies. The best part was the relaxed approach to the seminar with potential avenue for financial advising if we choose to do so. Thanks Alan, Shane and Grant for an educational evening and the healthy snacks.

Seldom a financial seminar is fun and enjoyable. We were here to support Alan D but ended up really…read moredigging the whole presentation. The seminar by Edward Jones presented side by side by MFS Fund Distrubutors Inc. Grant Martin Regional Manager and Shane Jacksteit Edward Jones Financial Advisor. First off the seminar was called " Savvy women, smart investors take charge of their financial future." Here's two guys leading this event. Couldn't they find a qualified woman to do that:)? Well Grant Martin's mentor was a savvy woman who's in the industry long before Alan D was born. Shane Jacksteit has his wife present and gave him street cred:) But the short of it is this two managed to enlightened the group and answered our questions and scared us to death about our really bad spending habits. Also managed to remind us that being prepared is half the financial battle won. They did all these without sounding and acting like used car salesmen! Compounding pennies sounds really interesting right now!