This guy isn't the one that does your taxes, he sends that off to an online agency. The only reason…read morehe offers a tax service is so he can try and get your investments. I looked into his history after having a bad experience in which we had to file extensions because he wouldn't respond, and I found that he was once investigated for not keeping his accounting up to snuff as required by the state. I should have walked away when I noticed his fake Marine Corps cert on the wall. Sorry buddy, but some summer camp doesn't allow you to call yourself a Marine, that's reserved for real Marines like me. https://dfpi.ca.gov/wp-content/uploads/sites/337/2012/03/Continuum-Financial-Partners-LLC-Special-StipulationSettlement-Agreement.pdf

Amazing service! Very responsive and knowledgeable. I have never felt more cared for and educated…read moreby a tax and legal professional. Chris makes you feel like family and ensures your financial safety. I highly recommend his services and have since referred my family, who are equally satisfied!

I've been coming to Atherton Tax Service since 2016, and I can confidently say they are an absolute…read moregodsend. Every visit is met with exceptional service, professionalism, and genuine care. They truly listen, respect their clients, and always go the extra mile to accommodate and ensure everything is done right. A special shoutout to Daniel, he's simply stellar! His positive energy, kindness, and deep expertise make every experience stress-free. He's one of those rare people who truly enjoy helping others, and it shows in every interaction. This is a family-run business that not only knows taxes inside and out but also values its clients like family. They are trustworthy, efficient, and incredibly understanding qualities that are hard to find these days. I got my taxes done today (March 14, 2025), and once again, they delivered top-tier service. I will continue coming here as long as I can because I trust them completely and appreciate their dedication to excellence. If you're looking for a tax service that genuinely cares about you and your financial well-being, Atherton Tax Service is the place to go!

I have been coming here for the last couple years and I highly recommend them. As a 1099 employee,…read morethey did an amazing job helping me work through my taxes and deductions. I like that its a family owned business and that you are treated with respect during your tax appointment. If you schedule an appointment, ask for Josh!

Massey and Massey has been the accountant for our family partnership for many years. I highly…read morerecommend this firm not only for their professional experience but for the entire staff in how they have been pleasant, helpful and courteous in answering my questions as a limited partner in the family business. Larry has been our accountant but any person with this firm that I have engaged has taken the time to answer my questions.

Larry is a great accountant. He is very detail oriented and has excellent suggestions regarding…read morefinances. We are very happy with his services. Last time we were in the office to pick up our tax returns we got to meet Porter, who was an outstanding receptionist with unparalleled customer service skills.

Adrian has been doing my taxes since I've been able to work and been doing my family's taxes for…read morelonger. I'll never stop going to them. He's been so helpful in everything he's done for me and my family.

The whole process went great as I've been with them for 35+ years.I recommend them for everyoneread more

My Husband and I came to Ben Bolton's Office at Edward Jones because of a recommendation from a…read morecoworker. I emailed back and forth with Susan at his office who easily scheduled my Husband and I some time to meet with Ben that easily fit in with our schedule. Upon arriving at the office we immediately felt welcomed by Susan and their nice reception area. A few minutes later we met with Ben who answered all our questions about investing with ease, and made us feel confident in his abilities. My Husband and I don't have money by any stretch of the imagination, but Ben made us feel just as important as if we did. I had never invested in anything before (my parents are very old school so that's how I grew up to think about money) but Ben made me very comfortable and confident in his abilities with investments and predicting the market, as well as with Edward Jones as a company. I definitely left with a lot more knowledge than when I came in! I will keep coming back to Ben Bolton's office and recommend him to any friends or family who are interested in investments, retirement funds, savings, etc. Thanks Ben and Susan!

Ben is a great business advisor for the person who is not very business/investment savy. He can be…read morevery hands on, help you learn how to put together a retirement plan and if you want to begin to do your own investing, help you learn about it. Edward Jones is a strong company. Worth 5 stars every day.

I can't recommend Folsom Wealth Advisors enough! From our very first meeting, Heather made me feel…read morecompletely at ease with her genuine care and sincere desire to help. She's incredibly personable and takes the time to really understand your goals, values, and unique situation. She built a customized financial plan that fits our family's needs, and it's clear she's deeply committed to helping her clients succeed. I spent months trying to find the right fit for our financial planning needs, and I'm so glad we found Heather. One of Folsom Wealth Advisors' specialties is working with busy professionals who are raising young children. Her services are designed to meet the unique challenges we face, from managing competing priorities to planning for the future. She simplifies the process, offers guidance without pressure, and helps us make confident, informed decisions. She's incredibly responsive, thoughtful, and always makes time for our questions, big or small. It has been one year since Heather started helping us, and her services have absolutely been worth it. She's saved us a significant amount of money--especially during this tough economy--and we continue to see high value in her guidance and support. Working with her has been one of the best decisions we've made for our family's financial future.

Shelby Elias is a joke. I called United Wholesale Lending as I was selling my mother's house and…read morebuying a duplex. I called Shelby and scheduled a walk through of my mother's house. He canceled twice on me, then the third appointment he said he was meeting me at said time. I drove to my mother's house to meet him. An hour after said time when he still hadn't shown I called him, he said he did a drive by and would get back to me. I never called him again. Hired another agent and sold my mom's house and bought the duplex. Seriously wouldn't recommend him to anyone.

The worst mortgage company I have ever dealt with. I agreed…read moreto a mortgage recast and made the required payment. They sent me a modification agreement, which I signed, notarized, and returned along with a service fee. That was 7 months ago--and they still haven't applied the change to my monthly payment. Despite countless emails and phone calls, no one has been able to give me a straight answer. Instead, I continue to receive extra charges and no resolution. This experience has been so stressful and frustrating that I'm seriously considering selling my home just to get away from this company. What they are doing feels dishonest, misleading, and possibly illegal. Avoid this company at all costs. They have no regard for their customers and zero accountability.

Beware Of this company!!!!! This is the worst place I invested my money in. They were so quick to…read moretake my money but did not provided any service at all once they received it. PLEASE DONT MAKE THE SAME MISTAKE I DID!!!

I have dealt with other credit repairing agencies but Credit Connectors stands out amongst them…read moreall. First off, the responsiveness from their staff is superb and they do a good job of communicating and keeping you updated during the repair process. I have referred clients here as well and they have given positive feedback and were happy that they went to Credit Connectors. Their office is conveniently located even though I didn't need to go the office as they do most everything electronically. The service is exceptional and will not lose a client over price. They are able to remove stuff from credit report quick and painless. Definitely recommend to try Credit Connectors before you go anywhere else.