Working with Jacqueline (Jackie) Adler was a wonderful experience. She listened closely to our…read moregoals and built a financial plan for my husband and me that addressed all of our top concerns. Jackie is genuinely kind, but also honest and fair with her feedback, which I highly valued. She also leveraged her extensive network to refer us to a CPA who fits our needs perfectly. I look forward to working with Jackie in the future as our needs evolve!

Just an update- Amanda Pecot has moved to the Tax and Financial Group and I have happily followed…read moreher there. The new office location is much more convenient for me. When Amanda left, I was disappointed how Guide My Finances handled the transition. My friends and I who all used Amanda were assigned to different, seemingly random advisors via email- not even worth a phone call. The new advisor (Jackie) never bothered to reach out.

Annette is a true pro at what she does and it reflects in her approach to her clients. She gives…read moregreat advice, looks out for her clients and I appreciate her candor and knowledge.

Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.

I did my homework and cross referenced my needs against the few Solo 401k providers and alternative…read moreoptions. Mr. Nolan and his team were so helpful, the website was informative and their years of experience are evident. They were the clear winners so I set up my Solo 401k with them and they have been a great help ever since, answering a handful of questions quickly and with links to website tutorials too. Their upfront setup fee, and the yearly maintenance fee are expected and a clearly laid out in the plan, and in my opinion they earn it. There is a lot of paperwork upfront but they make it easy. To the disgruntled reviewer here, you were over three years behind on paying for their service, I'd expect to be dropped too. Don't make them chase you, they are too busy helping us that are thrilled with their expert service.

This company is very open to sharing their knowledge and expertise regarding solo 401ks even if you…read moredo not use their services! Their product does not quite meet my needs but well-earned 5 stars!

Brett Gottlieb, founder of Comprehensive Advisor, has built an amazing team of professionals to…read moresupport his business. He is very talented, extremely knowledgeable, professional, trustworthy, always responsive and the level of customer service he provides is unmatched in the industry. Brett spends a lot of time up front getting to know YOU, YOUR goals, YOUR risk tolerance, YOUR priorities, before putting together a customized strategy and investment plan to suit YOUR needs. I highly recommend Brett for ALL (or any piece) of your financial planning/management needs (financial strategy, living trusts/wills, Social Security, Medicare information, tax planning, life insurance investment, estate planning, 401k's, ROTH IRA'S, etc.). I have been working with Brett for almost 3 years, and I couldn't be happier with his management of my financial life! Now that I've retired, I have a tremendous amount of confidence in the investment strategy he has put together for me that I will be able to live out my life as I've always dreamed.

Very professional and great follow up. I've learned a lot from attending their seminar and two…read moresubsequent interviews. We are going to be starting a long relationship with this firm.

Eric has been the financial advisor for me and my wife since 2017. Our professional relationship…read morecouldn't have come at a better time, as I'd just come into a sizable amount of money after a tech IPO and need direction on how to best allocate funds. His guidance over the years has been invaluable. He's extremely personable, knowledgeable, honest and reassuring. He never pressures us into anything, and allows room us to make the right decisions for #us. His frameworks for day to day and long-term financial health and wealth management have been extremely beneficial for us. I've referred so many of my friends across various industries and economic backgrounds (tech, professional athletes, friends wanting general advice, etc) to him and they've all said the same thing: he's the real deal! I'd bet the house on WealthBuilders!

Eric is friendly, professional, and well-versed in all facets of financial planning and investment…read moremanagement. Although he is equipped and experienced to partner w/ folks who have been working with a Financial Expert their whole lives, for someone like myself who is early in my career and new to many of the topics we discuss, Eric breaks everything down so it's easy to learn and master. He goes out of his way to make himself available to answer any questions. I can't recommend Eric enough!

Although I am not reviewing as a client, I am leaving this review as a future client of Root…read moreFinancial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have "the algorithm" direct me to Root with James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review... I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor... But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though I'm not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari!

The team at Root Financial Partners are impressively knowledgeable. James has a way of making…read moreeverything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team.

My dad gave me a fifty dollar bill Because I'm his favorite…read moreson And I swapped it for two crisp twenties 'Cause two is more than one And then I took the twenties Traded them at Citi Group For three tens, I guess they don't know That three is more than two Next, I saw ol' J.P. Morgan Must be 'cause he can't see Gave me four fives for three tens As four is more than three I took the fives to U.S. Bank Down by the old sea shore And the fools gave me five ones 'Cause five is more than four When I went and told my dad I saw he was red in the cheeks He closed his eyes and held his head Too proud of me to speak #talk2chuck #WhatzInUrWallet? #UncommonWisdom Pro tip: unless you grasp the intricate laws of compound interest as I do... Charles Schwab provides winning brokerage, banking, and financial strategies

I sold $100k i of stock in my Schwab acct. I bought a cashiers check at my Citibank branch. I…read moremailed it to my biz partner of over 40 years. I recd a phone call with accusatory questions from a Schwab Detective...or so he said...named Steve Gross in Colorado. I told him I didn't appreciate his questions and the check was perfectly legal. We had words. He said " If that's the way you want it !! "....then he hung up on me. The following day, all my Amazon purchases were declined. My Citibank acct was frozen..I could not withdraw one dollar nor close the acct. I am a 71 yr old senior living alone in a mobilehome. I have no living family or any friends to help me. Steve Gross is NOT a Judge...nor is he God....what legal right does he have to ruin my 50 yr record of " exceptional " credit over one phone call?!! I am waiting to hear back from my local news network who helps people in need...Mark Martin splassshhh@ icloud.com

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

I can't say enough good things about ABMG! They're amazing! Larry and Brianna have helped us so…read moremuch from taxes to all things finances. We would be lost without them!

I worked with many accountants over the years working in the production services business,…read moreincluding vice president of production services at Paramount Pictures . Larry Lerner stands out as my favorite of them all. He and his wonderful office staff, especially Allie, have always been professional, accessible, easy to deal with and very fair. They have always been there for me including during my recent fight with leukemia where they stepped up and made sure everything was taken care of during my illness. Fortunately, I am in remission and I look forward to many more years of dealing with a ABMG, Larry and Allie!

I originally found de Vries online and was attracted by the all 5 star yelp reviews. While I was…read moreleery at first, I can clearly see now why Darren and his company continues to receive a perfect 'Yelp' rating. I had been doing my own taxes (with the help of turbotax) for the past decade and finally this year I reached out to Darren for some assistance on my 2013 taxes. I recently purchased an investment property and started a LLC and he was very thorough and knowledgeable assisting with tax advice. On top of his expertise, he's a very friendly and understanding person and I know his business will thrive in years to come. Darren is very trustworthy and seasoned as a tax professional and I'm looking forward to working with him again next tax season (or sooner)!! Mahalo!

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.