We've had an excellent experience working with this fiduciary team. Our primary contact, Brie, is…read moreconsistantly informative and approachable - her public lectures on fiduciary responsibilities are clear and reassuring, and she brings that same professionalism to our perdonal interactions. She helps to understand our options, offers thoughtful recommendations about which accounts to draw from, and always makes sure we are comfortable with each decision. Freddie has also been a great asset. He handles our transactions efficiently and reliably, and he's remarkably effective at getting the right people on the phone when needed. His responsiveness has saved us time and stress on multiple occasions.

I should have written this years ago What a disappointment…read moreand yes there annuity product is where they make the money for doing nothing No advice no plan not on time and they had a name change which should have given no comfort to their clients I guess now they are target Greek clients )

Extremely disappointed with service, advice and communication for the funds I had to invest.read more

I was looking for a reputable financial advisor because I had money to invest and had had…read more"interesting " experiences with other financial advisers that were unsatisfactory for my needs. So I called my attorney who knows everyone in Morgan Hill, and is aware of my situation. Del recommended Brad and two others. I went to see Brad Ledwith and he knew immediately what I was looking for and set me up with investments that were perfect for me and my situation. Plus, he is a great guy and very easy to talk to. I'm happy! Oh! His office staff is amazing!

I had a what I thought was a very serious issue with state. I was referred to Phil by my attorney…read more Phil was kind enough to see me immediately (within 1 hour of meeting my attorney). Once I arrived, Phil read through my documentation and notices and calmed me down. Phil explained the situation to me and told me not to worry. He called the people we needed to talk to and within 30 minutes he resolved what I thought was a very serious tax situation mis-understanding and resolved it. His demeanor, professionalism and competence are superb. I would recommend him to help deal/resolve tax issues and I look forward to using him in the future. I concur with the other poster as well. It was truly a pleasure dealing with him and I am happy to know him.

He's good to go to if you have a lot of deductions, property and business interest. Or are worried…read moreabout "IRS Issues" etc. But he's too pricey for a regular, simple or straightforward tax filing. You are better off going to an IRS licensed tax preparer.

Marisa Otto is an extremely knowledgeable Financial Planner and Fiduciary.. I trust her…read morecompletely to keep my information private and safe as she also works with a member of my family. I introduced marisa to my employer and she did a huge recommendation for him to get his affairs in order and make decisions about a will and trust. Marissa wasn't getting paid to do this and may have not received all of his investments but she absolutely did the right thing for him and I am grateful for all the free time and help she provided. Many people don't realize what a big deal this is until something unexpected happens and probate comes in and takes most your assets and it includes a long process no loved one should have to endure, especially when there is a substantial amount to lose. Marisa makes smart decisions with my investments and also meets with me a few times a year to review and recommend financial improvements. Bottom line is that she is one of the best in her field. I know that Marisa has my best interest at heart, she has my back and really cares about me as a friend. This to me is priceless. ~ with all that being said, I highly recommend Marisa Otto at Edward Jones for all of your financial investment needs. With high regards, Diane H

From the owner: Specializing in: - Financial Services…read more- Financial Planning Consultants - Investment Advisory Service - Mutual Funds - Investments - Stock & Bond Brokers - Annuities & Retirement Insurance Plans - Retirement Planning Services - Investment Securities - Financial Planners - Financing Consultants - Pension & Profit Sharing Plans - Stock & Bond Transfer Agents - Investment Management

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!!!

I am 61 and about to retire, and didn't know if I had the finances to do so. David Kelly has been…read moreamazingly helpful in providing sound fiduciary advice about my retirement planning. I could not recommend any higher!

I'm really surprise that I am the first review. Mr David Kelly has been so helpful, responsive, and…read moreknowledgeable. He is currently assisting us with my husbands non profit corporation. He's patient, he makes things so easy to understand and accessible. His prices are unbeatable! I highly recommend David! So far, we're so thrilled and grateful for his services. He made what seem to be a long, stressful process to be seamless. Thank you David, for your patience and expertise. Previously, I have been going to another CPA for my w2, the past 5 years and the treatment I get here, is like day and night. I am jumping ship, and not looking back!!! Thank you!!!

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

I was very happy with the service of the agent. She was very well educated in the real estate…read moremarket. She had suggestions that were very helpful since I hadn't thought about certain criteria in buying a home. She was very interested in helping us make a sound decision and we were very comfortable in communicating our needs to her. I would definately reccommend her services to friends and family.

From the owner: Mobile Notary, for over 20+ years. Very proficient in all loan types, refinance, purchase, HELOCS,…read moreReverse, Piggy Backs, Bridge loans, Commercial, FHA and VA as well as Living Trust documents, Deed transfers, DMV, Immigration documents.

Jeff was extremely kind and patient with our family as we went through the process. He helped my…read moreparents with their living trust and was awesome. Very fair pricing in comparison to other attorneys in the area. highly recommend.

We are so thankful for Jeffrey! My parents had their trusts prepared by someone who wasn't an…read moreattorney, and wound up with some issues that needed to be fixed by an attorney. A friend recommended Jeffrey to us. When we called him, he called back quickly, was extremely responsive, and even made time for us on a weekend and worked hard to get everything finished. Things we enjoyed about working with Jeffrey were that he knew exactly what he was doing, was experienced, listened to us, was honest, and kind and the price was right! We would recommend him to anyone- he was exactly the sort of person you would want to deal with when doing estate planning. Thank you Jeff!