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.

I have been with Amy for years since she first started WFG and opening up my life insurance policy…read morewith her. She exudes professionalism, thoughtfulness, and is extremely knowledgeable in her field. She makes it easy to understand what you're signing up for and makes sure it fits your budget and needs. She courteously performs an annual review of my family's policies with us to let us know where we currently are and it's going in the direction where we want it to go. She's very accommodating to your schedule to ascertain you get the personal one-on-one time. In this day and age, there are so many agents out there but whenever I find someone in need of one, Amy's my highly recommended referral. I look forward to continuing my relationship with her for my life's financial benefits!

Amy is such an incredible agent. She is very knowledgeable in the inusrance industry. I have worked…read morewith her for many years, and trust her completely with our financial goals. I also referred her to my family and friends, which she was able to help as well. Because of her, I can sleep better at night knowing my family will be cared for when i am gone. She is more than an agent, She became part of our family.

Wake-Up Call of a Lifetime…read more As someone who's spent years in the medical field as a nurse -- dedicating myself to caring for others -- I'll be the first to admit: I never really took care of my financial health. I didn't grow up with good financial habits, and I've never been someone who felt confident navigating money, retirement, or planning for the future. But getting Sunny involved was the turning point. This wasn't just financial advice -- this was a total mindset shift. Working with Sunny was a real wake-up call, in the best way. He helped me do what I had avoided for far too long: face the numbers -- and gain power over them. Together, we mapped out my retirement goals, created a plan for my daughter's 529 college fund, and broke down exactly how much I need to save and spend each month. For the first time, the fog cleared. The future became real, and possible. And here's the kicker -- I always thought I was overspending... but once we ran the numbers? Sunny told me I could actually splurge once in a while! Imagine that! For someone who thought financial planning meant restriction and fear, this was like breathing oxygen for the first time. Sunny isn't just knowledgeable -- he's relatable, caring, and deeply committed to helping people like me realize: I can do this. He didn't just build a plan. He helped me build belief. If you're on the fence -- don't wait like I did. I only wish I had started this at the beginning of my career. I could've avoided years of waste and guesswork. But now? I'm taking ownership of my financial future, and it feels incredible. If you're ready to stop living in the unknown and start building the life you deserve, talk to Sunny. He's the real deal. Highly, highly recommend

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.

He was patient, kind (I'm a novice), and his analysis has proved to be spot on. He was able to help…read morewith Roth conversion values and how to handle the tax implications of having a pension.

SJ Accounting Consulting is extremely knowledgeable about federal and state tax laws, have high…read moreattention to detail, provide fast service, and their rates are fair. Highly recommended!

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!!!

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.

!! THIS IS A 10 STAR REVIEW !!! Julie is one of the most knowledgable, experienced, kind &…read morepersonable financial advisers I have ever come across. Though my investment timeline horizon did not match with hers, she spent over an hour understanding my needs and giving investment advice without charging anything at all. She helped me sift through various securities that I had in mind, gave me her view on their performance & risk perspectives in detail and helped me in deciding appropriate fund allocations for these per my needs. She was kind enough to discuss detailed strategies on how to protect my portfolio & maneuver trying times in the market (eg. The recent market crash due to Covid19). She also discussed her take on "Timing the market" vs "Time in the market", "Dollar cost averaging vs lumpsum investment" etc. In addition to that, she took out time to ask me about my future plans and shared some of her own experiences and learnings through her life. If you're looking for a financial advisor, look no further! You won't regret it. Thank you Julie for your initial and continued help!

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

DO NOT DO BUSINESS WITH HENRY!!!! He is a scam artist. He took $2,000 of my hard earned money to…read more"fix my credit" in January and now has ghosted me. He will not return any of my phone calls or text messages. Completely vanished. I trusted him to help me a single mom in the bay working my ass off to get a car that I needed, but couldn't because of fraud he was suppose to clean up. But mostly I lost a huge business opportunity because of him. I have reported to him to the Better Business Buero and next reporting to the news. I'm also blasting him all over social media to warn everyone of Henry. This is a scam. Henry how the fuck do you sleep at night???

Henry is a vèry poor business man.Because of Henry and his business Partner Dave,I was forced to…read moredeclare bankrupcy.Henry and his business partner Dave Convinced me and my girlfriend to put our names on prius cars,for a uber program.We were promised 10 percent of what the driver brought in.I received 0 dollars from this program,instead the cars were abandon in parking garages. I was forced into bankruptcy and and now have a repossession and a bankruptcy on my records.Not to mention the emotional and physical toll it has taken on me.The last two years have been pure hell.While Henry and his Partner Dave,go unscathed.This is so not ok.

Michael is simply the best tax and financial professional I've had the pleasure of working with…read more His deep expertise and genuine passion for his clients' unique financial situations set him apart. He goes above and beyond to maximize savings and minimize tax liability -- both for individuals and business owners. If you're in the South Bay area, I highly recommend him without reservation.

Michael Hua has been my CPA for many years, providing outstanding customer service. He consistently…read moregoes above and beyond to help reduce my taxable income and offers invaluable guidance as a financial advisor.

I myself had a great experience today and really am surprised with how bad everybody else…read moreexperience has been. I came in to drop off some papers but then i had questions. Suzette, is a star. She was able to answer all of my questions right off the top of her head. Very knowledgeable well trained, i got lots of respect for her. Her customer service skill and the patience to handle my questions is just awesome.

What a horrible experience! I walked in to open an investment account with Charles Schwab. Anthony…read moreQiu who works in the front was the worse and most rude employee ever. I wanted to start an investment account with 100,000 that I have saved. I was told Charles Schwab is a great brokerage to start with. Upon arrival he didn't even ask if I need assistance. I approached him asked if I could speak with someone in regards to opening an account and how it works. I have never had any investment accounts and nervous but something I need to do. His reply was "what questions do you have" I told him I want to open an investment account and don't know too much but have 100k I saved and ready to start. He smirked and laughed in my face and said again what questions do you have. Already I felt like I need to leave but replied with few questions about how it works what do I need to do and what kind of investments. This is my savings and nervous and want to know what the basics are. He then said " do you want to borrow a computer to open an account?" I told him No I came to the bank to speak with someone in regards of investment accounts and would like some information. His next reply... "What questions I just answered them for you "and laughed in my face again! I felt so disrespected and could not believe this was happening. I'm in shock that Charles Schwab has people like this representing them. I'm trying to give my business to them and this is the representation they have smh. I left and now looking for a new investment bank to hopefully use.