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

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.

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.

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!

I can't tell you how much James has made a difference in our financial stability. From going from…read morepay check to paycheck, James has navigated is to a point that we can clearly see our financial standing and the ability to properly finance for our future retirement plans. James is a financial and math wizard and he will help you fully understand your financial situation and a path to move to a more comfortable future. Thank you James for making such a huge impact on our brighter future!

Helpful experts. Looking forward to exploring services beyond financial planning as they offer tax…read more& estate planning.

We've relied on Rachel for our tax needs for years, and we're consistently happy with her service…read more Her insightful knowledge has helped us achieve the best outcomes for our situation, and she offers valuable advice for planning our taxes in the coming year. We highly recommend her tax services to anyone in need.

I made appointment to get consult on business models and payroll for the business I am staring up…read more They let me meet Rachel Ngoc and I started asking what kind of business I should choose if I open that type of business then she interrupted me impolitely like I was wasting her golden time. She asked me to tell her what I really wanted and don't ask about business models because I don't know any about that ( the main reason why I want to come as I mentioned when booking appointment) and she said they are not accepting any new payroll client. Her attitude was very rude and there is no need for that. I also got my personal tax done here and this time would be the last visit!

Todd helped me was very quick and efficient and nice :) would recommend!! I was selling some gold…read moreand got a good price and again was very quick

I decided to start collecting precious metals recently, I wanted something tangible since I've only…read morebeen investing in stocks and crypto. What I had in mind was a wholly different world and it's a funny thought, I was expecting a jewelry store with bright lights with glimmer all over the walls but that was just my childhood memories when my dad took me with him to a jewelry store to get something for my mom. I already had some gold and only 1oz of silver but, wanted more and committing to invest in it per month. When getting in, I sat down in a waiting lobby with my wife, we wanted check out our first place to buy precious metals and believed that this place had to be it. We were greeted by Ron, he's an amazing and enthusiastic man to work with. He made it easy to understand when breaking down their website on how it displays the spot prices, and that an American Eagle is an American Eagle when I asked what would affect the value when I mentioned specific things like age, cleaning or rusting and or what Ron told me about oxidation. Today, I was impressed with the service that I had to drag my wife into it from the waiting lobby (haha). I had to make sure that my judgement wasn't too bias on picking clean or some age or oxidized coins. Since I didn't do research on what were the payment methods, I wanted to pay with a credit card to build up cash back but, if it was card, it had to be debit. Ron was great, I'll try to commit visiting monthly here or the one at Fremont for silver and soon gold.

Tom was excellent! He helped me out significantly with a 30 minute appointment to see if he and I…read morewere a good fit. Because of particulars of my case, we were not a good fit, but he recommended several people who would be. He also told me what to look for in a financial planner/wealth management specialist. It was incredibly helpful. Tom was great at active listening and making sure he was getting the correct information from me. While other specialists I've talked to were knowledgeable, they were not as careful or thorough as Tom about making sure they understood my assets, income, living situation, and goals as Tom was.

My husband and I had a great 30-minute session with Tom. He was very thorough in understanding our…read moresituation and assessing what next steps are based on our goals. As someone who isn't particularly confident managing my personal finances, it was reassuring to have a professional like Tom take us through what we should be thinking about and how to work toward our goals. We left with some recommendations that will help us stop being ostriches and actually learn to manage better long term.

After 25 years of being with the wrong people investing my IRA (huge egos, poor investment advice)…read moreI found Juliette on Yelp and never looked back. Unlike the two people I was with previously she doesn't charge a quarterly fee. I never felt that my portfolio was being overlooked. She keeps me updated on the state of affairs and discusses all proposed changes with me. I'm retired now, and my investments are doing very well. I have total confidence in Juliette. If you're unhappy with your investment people or know someone that is, contact Juliette.

My husband and I are so grateful to have found Juliette through Yelp for our financial and…read moreinsurance needs. We've researched many financial groups and read reviews and Juliette's stood out to us the most. Our first meeting was over Zoom during the pandemic and we knew right away that we wanted to work with her. She's a very friendly, personable and trustworthy individual who we feel comfortable discussing our finances with. She's financially savvy and is creative in finding solutions that fit your goals. We also like that Juliette keeps us updated each quarter and we can contact her anytime! We genuinely recommend her to everyone looking to first start financial planning and even to plan their retirement. Juliette is wonderful to work with and we are so fortunate to have her as part of our growing family. Thanks so much, Juliette! You're the best!

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

I've had a great experience with Fidelity. My high school employer used Fidelity and my boss at the…read moretime helped me set up a little 401k. I was young and no clue how to navigate 401k or retirement accounts. I was lucky enough to get started at the age of 16. Sure it was not much what I was putting in but my employer was contributing dollar for dollar up to 5%. I left that company and never touched the money. Now that I have one foot in the grave I reached out to them to discuss my money. I was assigned a great gentleman named Richard. Yes, they charge a fee. But I don't mind as long as I'm making money. Richard was very patient and took the time to answer all my questions. I ended up adding a little more money to my account and I've seen a good return I believe it's right around 10%. I have not been into the actual location but I have turned my family over to Fidelity. Prior to Fidelity I reached out to Fisher investments and they turned me down because I had "too little money". Fidelity has never made me feel bad about how much or how little I'm able to add to my portfolio. Additionally they offer a regular account with a much higher interest rate than your regular bank. Check them out! Especially if you can get Richard!!! Tell him you saw my review on Yelp. Good luck! Hope this helps!

This branch is a nightmare, having working with fidelity for over 15 years I have never encountered…read morestaff that act this way, it could be management or just this branch in general but at this location we were paired up with Michaela who we asked to help us with multiple transactions. Our issues began whens She failed to keep our room private and would walk out in the middle of a private conversation with wealth management and leave the door open. When asking her about specific questions about trading in the app and other financial advice She was unable to answer basic questions about certain accounts, couldn't figure out how to help us navigate the app, and rather than go and ask another staff member for assistance she would just tell us to do it ourselves. (What is the point of coming to the branch if we can't have you assist us and having us do all the transactions ourselves?) while these were somewhat small issues, it made communication with her incredibly difficult because we were aware that she wasn't as knowledgeable as she needed to be and that isn't fair to us) Half way through the appointment I asked the front desk for a supervisor number so I could call and speak to them, twenty minutes later we finish our meeting and I return to the desk and there isno number, we wait in the lobby and while we are standing there, Michaela comes out of her desk and in front of every client in the main lobby asked loudly "if I had a problem with her". The Front desk failed to de-escalate their staff member and when I asked for a number they kept saying wait, I then asked one more staff member for a simple number to speak with someone privately and while I kept being told I would receive the number, it never came. Do not work with Michaela from this branch, she is confrontational, unqualified for her position and doesn't respect Client's privacy.