I work with people affected by wildfires, mostly in California. They often find themselves in…read moreconfusing and new financial situations. When I had clients asking about to do with their insurance payouts, Will stepped up and helped educate several families affected by recent wildfires. My clients who heard him speak really appreciated his insights and it has helped them navigate a troubling period in their life. His demeanor and approachability combined with his knowledge make him someone I was very thankful to connect with. He did a good enough job I am writing my first Yelp review ever.

We had a wonderful experience working with Bill. He was very patient with our questions and was…read moreready to provide detailed explanations behind his recommendations. His approach is very personalized, methodical and easy to follow.

I spent several hours on the phone with another major financial services provider trying to roll…read moreover several small IRAs and then nothing happened. They finally sent me forms in the mail, but they were the wrong forms. Some of the IRAs had account numbers for each fund, some just one account number for all of my funds. I found it too complicated to try to figure out how to fill out the roll over forms. Then I went into the Palo Alto office of Fidelity, where I had my current work 401k. They were more than happy to fill out the forms for me, even though I had walked in without an appointment. I love t heir website format - I can easily get the information I want on my investments. Also, the stock and mutual fund trading is easy to execute on the website. When I have need help on the phone I have always had courteous, prompt and knowledgable service. Their phone reps even give their first and last names - they are not ashamed of the way they do their job. The only reason they didn't get 5 stars is because they have recently been sending me solicitations to give me investment advice on a very small 401k I had with my most recent employer. The 401k had a limited number of pretty undesirable funds to choose from - there was no way Fidelity could have earned 0.5% of the account balance by giving me advice on how to invest that money. Seems like a rip off to me, though a small one, that will sucker a reasonable number of people who are afraid of investing. If they hadn't been sending me those solicitations I would have given them 5 stars.

I'm not sure why this place gets such poor reviews. I typically do not come to this branch…read more However today I was downtown running errands and had to make a quick stop to take care of some transactions. Location is right on university. Parking is easy- there is a large multi story structure one block away. Front desk staff were friendly and helpful and approachable. There was no wait and they took care of my issues promptly.

They are the Best. We love them! Always so helpful, reasonable, bending over…read morebackwards to make it easy for you and they're all always in such pleasant moods. The nicest, smartest, best ever!

Have used for several years and been satisfied. However, since they've moved and have changed…read moreaccountants on me, I am having some problems figuring out how to upload docs and emai my accountant.

I have been a Schwab customer for over 20 years and have gotten consistently excellent service at…read morethe Menlo Park branch. In the last 5 years I've set up multiple trust accounts at Schwab, including a couple of special needs trusts for relatives. There were some complicated issues, and Schwab handled them all flawlessly. I'm always impressed with the speed and professionalism with which Schwab addresses all my requests, questions and concerns. They are head and shoulders above any other financial institution I've used. Just superb. A++.

the last six months the S&P has been up about 7.6%. My money with Schwab has been -8% . Was told…read morebecause I have most in high risk. I use Robo advisor which I thought would a least keep my head above water.Only have about 100,000 in there maybe I am doing something wrong. I wI'll not let keep going in this direction.

Clayton and the rest of the team at Menlo Asset Management have done a truly exemplary job since I…read morebecame a client. They have helped me make sense of what had seemed like such a daunting task of getting my financial life in order. Clayton has always taken the time to listen and understand my goals and helped to develop strategies that have helped make them a reality. If you're looking for a financial advisor or to just get a second opinion on your existing investment plan, it would be well worth your time to meet with the team at Menlo Asset Management.

From the owner: Menlo Asset Management is an independent wealth management firm located in downtown Menlo Park…read more What differentiates us from other firms is that we take a holistic goals-based approach to the wealth management process. We take the time to get to know every client we work with so that we understand their backgrounds, what their primary objectives are, and then work alongside our clients to help devise strategies that are truly tailored to their specific needs. Our independence allows us to keep clients' interests at the front of all of our recommendations since we are not compelled to sell proprietary investment products.

Josh has been very helpful on our taxes! He has helped us clean up 4+ years of current and back tax…read moreamendments including a complicated private company stock sale. I'd highly recommend him!

They are truly the best in preparing our taxes, very informative and we really appreciate how…read moresupportive they are too!

This was the most financially complicated year of my life and I needed to do both my taxes and my…read moredeceased fathers taxes. I've never worked with a tax professional before. Akram made it feel easy, he answered all my questions, had clear communication both via email and phone, and was a pro with all the paperwork handling. Taxes are stressful, it was great having All About Your Taxes handle it.

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

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!

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.

Paul is very knowledgeable about insurance issues and is incredibly helpful and generous with his…read moretime. He returns calls quickly too. I hope to do more business with him in the future.

Paul has helped me so many times over the years. It was at least 15 years ago when I first found…read morehim, possibly more, and I liked him immediately. He gives the kind of personal service that is unusual in the present day. He has helped me with auto insurance, health insurance, and business insurance needs. Paul listens to me and gives helpful advice and solutions that meet my needs and questions, never some generic answers. And he spends plenty of time with me, I never feel rushed. He is a great balance of professional and personal in his work, the kind of service I give to my own clients. I feel more than satisfied every time I interact with Paul. I'm not surprised the other reviews on Yelp echo my own wonderful experiences with Paul. He is clearly one of the best.