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.

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.

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

Scott and Jen are organized and smart. They explain complex things in a simple way and always…read moremanage to instill confidence in me. I'm super nervous about paying for college and retirement, but every time I talk to them I walk away feeling like I can do this. I trust them completely- they are always there when I want to talk, and they even proactively reach out to talk with me. Can not recommend them more highly!! 6- star service!

Scott is a true partner when it comes to helping my family and I plan for the future. We recently…read morehad a daughter and Scott was amazing at discussing what our goals are for her especially considering the fact that both my wife and I work in incredibly fast-paced start ups. On top being a partner, he is dedicated to his craft and takes every question seriously and responds with detailed answers. He has helped us set up a clear roadmap that gives my wife and I peace of mind. I HIGHLY recommend working with him and his team.

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.

The Seaside Group was extremely helpful, as well as courteous and timely dissolving our timeshare…read more They even went above and beyond when the timeshare corporation issued a 1099-C form to the IRS, adding income to declare on our taxes. This form was not to be issued and Seaside provided a Tax Consultant to recover the amount declared. Ms Yuliya Pavlenko helped spearhead this for us. You can be assured that by using Seaside Consulting Group your timeshare can be eliminated. Respectively submitted, The Gift household

Seaside Consultants, in my case, just took my money and did nothing but refer me to a lawyer, who…read moresent two very short letters without the necessary documentation to my timeshare company. The lawyer did not respond to the timeshare company with the requested documentation and therafter did nothing. Seaside Consultants dis answer all my many emails and phone calls, but only told me to "wait my turn." My turn never came, the timeshare filed foreclosure, Seaside and the lawyer (Scott Montgomery) kept my thousands of dollars. My credit is ruined by the foreclosure for likely the rest of my life, as I am in my very late seventies. Thievery,elder abuse, lying are not ethical.

I initially met Joe through a difficult situation many years ago, (before YELP!) navigating a…read moremediation to end a marriage. His compassion and professionalism stood out to me above all. Not to mention patience! This was far less painful than other divorce options I have heard of. TRY MEDIATION! Having worked with many experienced attorney's over the span of our careers, my husband and I did not think twice about calling Joe when we needed guidance in estate planning. The level of integrity, confidence and patience he exhibited gave us incredible piece of mind. To have his guidance in our estate planning has been invaluable to us. We have engaged Mr. Adelizzi for other legal issues since, and the traits we most value are consistently demonstrated. Without hesitation, if you are ever in need of a brilliant legal mind, accompanied by strong character and integrity- Joe Adelizzi is the number one recommendation.

Joe helped me in a family matter a while back, we won the case & he proved very reliable,…read moretrustworthy & effective, highly recommended

A friend of mine recommended this place or else I would have never found it online. He's been…read morefiling his takes here for years and I can see why. They're a very small business with only a couple of workers but they do a great job so they fill up quickly in the afternoons. I can tell they are very committed to helping the Hispanic community since Spanish is their main language. I am aware of their travel and immigration services but have never used them before. Excellent place serving Hispanics and would recommend to anyone seeking services in español.

Great people and get the job done! No hassle. Time is money and they RESPECT your time !read more

Fantastic in every way. Comprehensive, personal, compassionate, fair, successful. Very much a…read moreprofessional financial guide.