I recently moved all my investments to Pesta & Pesta. They have a team which asks detailed…read morequestions about people's goals then proposes a portfolio based on answers to their questions. They follow up with a meeting to discuss, if needed. I had proposed a small change and provided a rationale. They made it happen. They are very client focused. Also, being independent, as contrasted to one of the major investment advisory firms, they take a more personalized approach with limited bureaucratic stuff. I've found them extremely responsive to my questions. I'm 3 months in as of now, and all my questions have been answered within the same day in which I send them. They are happy to explain how things work, and why the portfolio is optimal for me, and even run probability numbers to show likely scenarios years down the road. Very easy to work with.

From the owner: Founded in 1970, Pesta & Pesta Wealth Management serves clients through holistic financial…read moreplanning, disciplined investment strategies, and proactive personal service. Pesta & Pesta Wealth Management was founded by John and Emily Pesta. Jeff Pesta, the second oldest of John and Emily’s six children, took an active interest in his parents’ tax and financial planning business at an early age. Jeff bought the family business from John and Emily when they retired. Today, Jeff’s son Derek, is the current owner after purchasing it when Jeff retired. Derek earned his M.B.A. from Pepperdine University and is a certified financial planner professional. Pesta & Pesta Wealth Management is proud to have been serving its clients with personal attention for three generations.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

UGH what a total [insert bad word here]…read more As part of my job, I have to call to verify a couple of information regarding a loan. When I called Qing to verify with her some info she had sent to one of our mutual client to pass onto us, she freaking screams back at me over the phone saying "It's your job you figure it out! I don't have time for this nonsense! You're suppose to do all this! Go call the client and ask him the details!" Um.. isn't that what the client is paying YOU to do? bottom line is.. she's rude, disrespectful, and hard to deal with even over the phone. oh and the kicker is, after screaming at me over the phone for a good 10 minutes she had the audacity to tell me she needs the forms completed by me IMMEDIATELY! then hung up on me! needless to say, I waited til the end of the day to complete that one just to piss her off a little.

Qing at QC Financial got me reasonably good deals twice in the past. She was quick, effective, and…read moreno-nonsense. But the most recent time I tried working with her was a disaster. The trouble started when she offered me a rate I thought was uncompetitive. I explained my reasoning -- the rate was above market average while I have stellar credit and substantial equity -- and asked her to improve it. She refused and turned hostile. She told me I was a bad customer, that I treated her with disrespect, that she was only helping me as a favor, etc. She continued being rude and condescending in all subsequent conversations I had with her. When I told her this attitude was unprofessional and unacceptable, she redoubled her verbal abuse. I "fired" her on the spot and will never work with her or refer friends to her again.

Absolutely LOVE this place. They are extremely knowledgeable, friendly and professional. I can't…read morebelieve I wasted so much time and money on HR Block all these years. Their fee for a simple file is half the cost of other tax places. I strongly recommend this establishment!

Kelly does a great job. My taxes were complicated and she helped sort it out. She was also very…read moreresonable with her fees. She provided good guidance on some topics i am not familiar with. She was always polite and patient. I would highly recommend her.

Amy and her colleagues have been helping me with financial reporting, book keeping and tax…read morereporting in the past several years. So far so good. I feel grateful to have their help.

Amy has been my CPA for 3+ years and I am very happy with her services. She is efficient,…read moreattentive, helpful, and accurate. I am self-employed. Amy not only prepares my tax returns and takes care of my books efficiently, but also gives me constructive suggestions on tax saving plans. She also helped me responded to the IRS notices, and abated the assessment successfully. Her prices are appropriate and fair. I would recommend her to anyone who is looking for a professional, knowledgeable and honest CPA.

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.

Albert was referred to me by a relative that Albert has helped with many loans and refinances…read more Working with Albert and his team was a breeze - Albert was always on top of escrow, the lender, the appraiser, and all the parties in the purchase transaction. Albert is a true professional, efficient, and dedicated; with his expertise and at his suggestion, we were able to lock rates at a low. However, Albert never pushed us to choose one path or the other; he always gave us all the information we needed to make an informed and educated decision. As a realtor, I have worked with many loan brokers and Albert stands heads above the rest.

Albert and his team has provided the outstanding service for my refinance need…read more His diligence and thoroughness was above and beyond what I was expecting. To initiate the process, Albert went over all options with me and presented the math in detail for every option. He walked through every step with me along the process and answered all the questions that popped in my mind. His attentiveness has helped us to lock on the competitive rate and close the escrow promptly. I will recommend Albert and his team to anyone who is looking for mortgage/refinance services.

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.

I opened an account with this branch in the late 90s and had never heard from them but I scheduled…read morean appointment after I got a cold call earlier this month. This happened right after I moved back to the area and changed my account info so I'm guessing I triggered a Schwab customer profiling alert or something. My funds had been untouched (and withering away) for a couple of years anyway so their strategy to get me in the branch worked. I planned on throwing it all in a retirement age target fund but Claudia showed me how to use their website to reallocate without ditching my good funds. She was very helpful and didn't try to push any services. At the start of the appointment I was a little suspicious, but I left feeling like it was time well spent. (I think they just moved from down the street to this new location next to the Merlion.)

I would give this place ZERO stars if I could. I came here as a young adult trying to get serious…read moreabout my finances and instead wasted my time. I asked clear, specific questions about a Roth IRA and the staff member couldn't answer them. I had to repeat myself multiple times just to get a straight response, and even then, nothing was helpful. The meeting dragged on until I finally cut it short myself. Only once she realized why I was there did she rattle off a 30-second explanation and then tell me I'd have to figure it out on my own. Completely unprofessional and dismissive. I walked out unsatisfied, frustrated, and honestly shocked at how little effort or knowledge was shown. Do yourself a favor--skip this branch entirely and take your business somewhere that actually values and helps its customers.