We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

Our HOA was searching for a new property Management company we asked AllPro for a proposal…read more They gave us one with excellent pricing but which seem but we never could get in contact with them to ask them questions. we asked for references and they didn't provide us with any. We chose another property management company

They advertise same-day or 24-hour response. Sometimes it even happens. Usually, it's no response…read moreat all. They don't answer emails. The company's main number rings through to an answering service, i.e. , "This is where your question goes to die." They seem fine with the fact that my wife and I have been effectively locked out of the building since January. They've provided no explanation for not admitting me to the HOA Zoom meetings (and there's not been one of those since February).

I have known Laddi Ji for around 5-6 years. He helped me with my term Life Insurance , transfer my…read more401k to IRA and manage it for sometime. He is very professional and consultative. A large part of what he does in radio program and also in meetings is education.He always tells people to shop around, look for the best service and then choose the best one for your need . He is not like those financial agents who will promise a great return on money through some magical solution(which does not exist).He gives practical , realistic guidance based on the individual's life scenario. When you have a consultative person like him by your side , you know you have made the correct choice . Thank you Laddi ji for all your help and support.

Laddi Jhuty has been helping me in managing my personal finances over past 3 years, when I decided…read moreto quit my job to start my own company. It was the toughest decision on many fronts including our personal finances. This decision had significant impact on our annual household income. Also, there was no clarity into the amount of time that it would take for my startup to raise enough capital. Well, it took 3 years! When I met Laddi Jhuty 3 years ago, he evaluated my finances and helped me come up with few strategies to support myself and my family until my startup secure the funding. From time to time we would re-evaluate my startup funding situation, and my finances at that time; and adjust our strategies accordingly. Here is what I love about Laddi Jhutty and his staff: 1. They are knowledgeable. 2. They are very responsive. 3. They are passionate about assisting their clients through tough financial situations. I would highly recommend Laddi Jhuty's services for managing your personal finances.

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.

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

Michael is simply the best tax and financial professional I've had the pleasure of working with…read more His deep expertise and genuine passion for his clients' unique financial situations set him apart. He goes above and beyond to maximize savings and minimize tax liability -- both for individuals and business owners. If you're in the South Bay area, I highly recommend him without reservation.

Michael Hua has been my CPA for many years, providing outstanding customer service. He consistently…read moregoes above and beyond to help reduce my taxable income and offers invaluable guidance as a financial advisor.

Mr. Sean is a highly experienced professional, and his pricing is very reasonable. We have been…read moreextremely happy with his bookkeeping and CPA services for the past five years. He reviews each and every account item carefully, pays close attention to detail, and ensures everything is accurate and compliant. His thorough approach gives us confidence and makes us feel comfortable and stress-free with our financials. Overall, his service has been excellent, and we truly appreciate his dedication, expertise, and professionalism. We highly recommend Mr. SJ for bookkeeping, accounting, and CPA services.

I recently had my personal 2024 taxes done by Sean and his team. They were great! Communication was…read morequick and clear. Sean first sent me a new client form that was pretty quick to fill out. Once that was complete, he shared information on their tax return preparation fees so I understood the cost. We then had a quick meeting (I selected to this virtually, but you can also meet in person) to go through my details. Sean provided a form for me to indicate which tax related forms and documents I had, how many and any notes. You share all of the information securely via Dropbox. Sean let me know after just a few business days that everything was complete and ready for my review. I went through everything he provided and didn't have any questions so they were able to go ahead and file. I normally complete my own taxes with TurboTax and wasn't sure exactly what to expect having someone prepare for me for the first time, but everything went very quickly and smoothly. I'd definitely recommend Sean and his team!

I can't tell you how much James has made a difference in our financial stability. From going from…read morepay check to paycheck, James has navigated is to a point that we can clearly see our financial standing and the ability to properly finance for our future retirement plans. James is a financial and math wizard and he will help you fully understand your financial situation and a path to move to a more comfortable future. Thank you James for making such a huge impact on our brighter future!

Helpful experts. Looking forward to exploring services beyond financial planning as they offer tax…read more& estate planning.

I have been with Amy for years since she first started WFG and opening up my life insurance policy…read morewith her. She exudes professionalism, thoughtfulness, and is extremely knowledgeable in her field. She makes it easy to understand what you're signing up for and makes sure it fits your budget and needs. She courteously performs an annual review of my family's policies with us to let us know where we currently are and it's going in the direction where we want it to go. She's very accommodating to your schedule to ascertain you get the personal one-on-one time. In this day and age, there are so many agents out there but whenever I find someone in need of one, Amy's my highly recommended referral. I look forward to continuing my relationship with her for my life's financial benefits!

Amy is such an incredible agent. She is very knowledgeable in the inusrance industry. I have worked…read morewith her for many years, and trust her completely with our financial goals. I also referred her to my family and friends, which she was able to help as well. Because of her, I can sleep better at night knowing my family will be cared for when i am gone. She is more than an agent, She became part of our family.

Terrible service at this Fidelity office. I requested tax documents for my 88 year-old mother who…read morehas eyesight issues and is not computer savvy to obtain them online. I requested to come in with her into the branch to pick them up. I was surprised when the person whom we spoke Rysheim H. alleged Fidelity does not make copies of tax forms for customers. We simply went to another Fidelity branch (the one in Campbell) where the staff there was happy to make copies for us. Go figure. My conclusion is this office on N 1st St, San Jose is incompetent, and will make any excuse to not work for their customers. Fidelity, if you're reading this, shut down this branch as it does not serve the local community.

This is about Fidelity Investments in general. If they come across a problem, even if they caused…read moreit, they will just refuse services instead of help fix a problem. I had a problem signing up and instead of helping me they refused service and gave no explanation why. Terrible and I hope all Fidelity investment firms lose business.