Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I meet regularly with my Insight financial planner (always the same person). I am always happy to…read moresee all the financial data, market trends, and potential political disruptions they consider before adjusting my investments. And I appreciate all the guidance they give me on issues such as social security, medicare, required minimum distribution, and tax planning. I feel well taken care of and in competent, knowledgeable hands.

These guys are simply the best. My wife and I worked through several other wealth management…read moreproviders before finding a home here with Jeremy and the Conversant Wealth Management team. We haven't regretted it and we haven't looked back! Jeremy always ensures that we are valued clients, he keeps us up-to-date with established quarterlycheck-ins, but is always available at any time whenever we have questions or are requesting his guidance. They use all of the most advanced wealth management tools that provide us the ultimate visibility into how we are performing, allowing us to stay on track with our goals and make adjustments in real-time. Highly suggest Conversant for your wealth management needs!

We have used Jeremy as our financial advisor for over 20 years. Cannot say enough good things…read moreabout him and Conversant Wealth Management. We can't imagine where we would be without him. You will be in the best hands with Conversant.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Amazing Service our representative Aaron Peabody is second to none. Great service and even better…read moreknowledge of the market!! Thank You Aaron and Team you have been amazing!!

Very professional and friendly people. They take enough time to understand your needs and explain…read moreyou in detail about solution. Price may be higher compared to others but they never checked clock when we were discussing on our case. Also they explained that everything is digital & secure. Before Summit, I interviewed few other financial experts but they were affiliated to some insurance company or brokerage. They were ready to do financial analysis for free of cost but I see the conflict of interest. These people are not affiliated to any insurance or brokerage firm. (at least that is what they told me).

I'm so grateful to be working with Selina Chiu at the San Ramon branch of Charles Schwab. She has…read moretaken personal time, both before and after office hours, to carefully think about the best financial strategies for me. Our meetings in her office are always very thorough and focused on my financial needs. I also feel very fortunate to work with her because she speaks Mandarin, which helps me clearly understand what works best for me under her guidance. There is no better advisor for me. Because of her excellence and dedication, I have already referred a couple of friends to her for initial consultations. I truly enjoy working with her and look forward to continuing for many years to come!

Absolutely the worst experience possible. If you're looking for inexperience, rookie management,…read moreand atrocious receptionists definitely go to San Ramon Charles Schwab . Two days and two hours, trying to set up the account and multiple attempts with tech support we finally gave up. Any money deposited here you will not have access to you funds for 14 days and you will not be able to do any transfers or anything by text. It will all have to be by phone archaic would be an understatement thankfully we did not move forward with working with this group.

Paul and his team have been amazing with figuring out my retirement options and we have a strategic…read moreplan moving forward. They are awesome and I am so happy to know my financial decisions are in such great hands. Thank you!

Paul and his team at Unique Planning are so helpful and knowledgeable. We didn't really know where…read moreto start with our investing... They built a portfolio that aligned with our comfort level of risk and continue to keep us informed all the time. We are so happy with their service...we highly recommend them!!

We have been working with Summit Wealth and Retirement Partners for 10 years and have been…read moreextremely pleased. If you're looking for integrity, expertise, great communicators and just plain great people we would highly recommend speaking with Summit to find out what they offer.

We worked with the worst tax accountant ever Debbie Pham. She was very recently a real estate…read moreagent and it shows. She lost documents and submitted incorrect tax forms to the IRS. When trying to work through the IRS issues she was very unresponsive. With the upcoming tax season I noticed she is still working in your organization so I am encouraging everyone to stay far away from working with your company. I just want to make sure nobody else gets terrible service like we did.