Amir was patient and helped us navigate through the insurance plans. I will use him again.read more

Really surprised with the prompt response of Amir We decided…read moreto go with him after offering us a decent policy with a lot of benefits,most important reason for me was the fact that he came with price and not with estimate!

Shelia Woodard has been our account and preparer of our taxes for many years. She has always done…read morean amazing job, preparing our taxes, and helping us understand the what, why, and how to complete the process. As seniors, Shelia carefully explains what we must do, even when we call her multiple times with questions; she never puts us down and shuns away from helping us. I highly recommend Woodard & Associates to any individual who needs support in preparing their taxes. Also, Woodard and Associates in a MUST for business owners!!

I have worked with many accountant over the years. Sheila Woodward was recommended by a friend…read more She has been so helpful with all of the tax changes in 2020. She also is helping me create a plan not just for taxes but how change my practice to help me make more money and reduce expenses. She is talking to me about a 5 year plan for my practice. This is helpful beyond just getting my taxes completed on time. I would reccomend Woodard and Associates to any business owner!

I have had numerous positive interactions with this Schwab office. Working with Drew has been…read moreespecially useful to my overall financial plan. Not sure about Mark's one star review on this branch because he wants to pay someone with a zero balance. Although that could be inconvenient, that is only one element that should not deter someone from visiting this branch.

Schwab Bank has recently added Zelle as a new "service." In fact, it is no longer possible to use…read moreZelle if it is linked to a Schwab Bank account. You must connect to Zelle through the Schwab app. I have overdraft protection for my Schwab Bank account. That means that I carry a zero balance and money is automatically transferred from my regular Schwab investment account when money is drawn on the checking account Unfortunately Zelle will not let you pay someone if the account balance is zero. You must first transfer money between your Schwab accounts and then use Zelle. Who wants those extra steps?? Zelle had been convenient. Now I MUST use Schwab. Worst of all is that Schwab doesn't allow transfers on weekends, so there is nothing you can do ....no workaround at all. Try Fidelity or Vanguard. They have probably figured it out. Schwab should have designed a better, workable system!!

Patrick was great to work with! As someone who is new to thinking about long-term financial goals,…read moreI was a little nervous about where to begin. Patrick patiently answered my many questions and really helped give me clarity about financial planning for retirement. His billing was more than fair, and his follow-up was timely. I would highly recommend him!

Excellent service especially with taxes. Thanks for being the best of the best. Thanks for doing…read moregreat work on my corporate and personal taxes

STAY AWAY! VIJAY PAUL IS THE ABSOLUTE WORST ACCOUNTANT EVER! I went to get some papers filled out…read morefor my dad and immediately upon entering his office he was super hostile. Did not even respond to a hello! First of all, it's your job to greet the clients NOT ours. Second, he gave us a super tiny envelope. How the hell am I supposed to fit paper work in a tiny envelope? When we said it wouldn't fit, he was incredibly rude and stated "You should know better." He wanted us to bend the papers and cram it into a tiny envelope! How professional is that? On top of that, whenever you go to an accountant they usually provide you with a stamp as well as copies. Forget it with this guy! He didn't do anything of that sort! VIJAY PAUL IS A HORRIBLE HUMAN BEING AND CHEAP AS FUCK! Overall, we also sensed a ton of racism and discrimination in the treatment that we received from this man and the way he spoke to us, since we are Sikh and he is a Hindu. He may claim this review isn't true but I did go to his office and I have proof that he filled paperwork for us!

I've known Mr. Rinaldi (or Joe as he insists on me address him) for more than 15 years and have…read moretrusted him and his team to manage my financial assets. Trust is something that is earned and Mr. Rinaldi has definitely earned my trust. I've seen my investments increase through the years. My mom always taught me to save up for the rainy days and I really took that to heart. Mr. Rinaldi (Joe) sees the long term picture and he always assures me to ride out the wave. I have anxiety so I completely trust him. He and his team truly go above and beyond. Those monthly phone calls from Mr. Rinaldi himself is proof of how much he cares for his clients. Thank you QFA and Mr. Joe Rinaldi.

Plenty ,they will not respond and the scammers are out in full force.I have tried repeatedly to get…read moresomeone to call me and it's a no go.

My wife and I have been continually pleased and impressed with the service we have received from…read moreAra Abrahamson in dealing with our finances. We began with Ara and Matt over a decade ago, and couldn't be happier with our choice to use Divergent Planning! Highly recommended for honesty, integrity, and brilliance in financial strategizing. I especially love that we pay one flat annual rate and can call or text or email Ara anytime for any financial advice...Awesome convenience! Superior service yet warm and friendly. These guys are the real deal!

I've been using Divergent planning since its inception. Ara and Matt are great advisors (I deal…read moremostly with Ara). I've know them since their early career at Ameriprise where they were the two best in their region. I'm glad they started their own firm since it provides more flexibility for their clients--more investment vehicles and not restricted by Ameriprise policies. They've worked with us every step of the way from when our careers just got going to having kids to buying our houses. These guys know that they're doing and they genuinely care about their clients. Even at our relatively young age, it's never too early to think about retirement, college educations, more homes, etc. I cannot say enough about Ara and Matt.

I have had the profound pleasure of working with Greenway and its most trusted mortgage banker…read moreDanny Ko on two properties and I cannot recommend Danny and his team enough! Through our collaboration on a new purchase as well as a re-finance on my rental property, Danny demonstrated unparalleled professionalism and knowledge. His experience, punctuality, accompanied by his warm and considerate personality, make him the most effective professional I have worked with. Purchasing a new home is never an easy ride with many moving parts all of which must work together for a successful and timely closing, I am extremely grateful to Danny and his team to have made my home purchase nearly effortless! Go with Danny and you will not regret it!

Danny and the Greenway team was amazing and helped us purchase our first home at a great rate in a…read morevery challenging market. Highly recommended!