I've had a great experience with Fidelity. My high school employer used Fidelity and my boss at the…read moretime helped me set up a little 401k. I was young and no clue how to navigate 401k or retirement accounts. I was lucky enough to get started at the age of 16. Sure it was not much what I was putting in but my employer was contributing dollar for dollar up to 5%. I left that company and never touched the money. Now that I have one foot in the grave I reached out to them to discuss my money. I was assigned a great gentleman named Richard. Yes, they charge a fee. But I don't mind as long as I'm making money. Richard was very patient and took the time to answer all my questions. I ended up adding a little more money to my account and I've seen a good return I believe it's right around 10%. I have not been into the actual location but I have turned my family over to Fidelity. Prior to Fidelity I reached out to Fisher investments and they turned me down because I had "too little money". Fidelity has never made me feel bad about how much or how little I'm able to add to my portfolio. Additionally they offer a regular account with a much higher interest rate than your regular bank. Check them out! Especially if you can get Richard!!! Tell him you saw my review on Yelp. Good luck! Hope this helps!

This branch is a nightmare, having working with fidelity for over 15 years I have never encountered…read morestaff that act this way, it could be management or just this branch in general but at this location we were paired up with Michaela who we asked to help us with multiple transactions. Our issues began whens She failed to keep our room private and would walk out in the middle of a private conversation with wealth management and leave the door open. When asking her about specific questions about trading in the app and other financial advice She was unable to answer basic questions about certain accounts, couldn't figure out how to help us navigate the app, and rather than go and ask another staff member for assistance she would just tell us to do it ourselves. (What is the point of coming to the branch if we can't have you assist us and having us do all the transactions ourselves?) while these were somewhat small issues, it made communication with her incredibly difficult because we were aware that she wasn't as knowledgeable as she needed to be and that isn't fair to us) Half way through the appointment I asked the front desk for a supervisor number so I could call and speak to them, twenty minutes later we finish our meeting and I return to the desk and there isno number, we wait in the lobby and while we are standing there, Michaela comes out of her desk and in front of every client in the main lobby asked loudly "if I had a problem with her". The Front desk failed to de-escalate their staff member and when I asked for a number they kept saying wait, I then asked one more staff member for a simple number to speak with someone privately and while I kept being told I would receive the number, it never came. Do not work with Michaela from this branch, she is confrontational, unqualified for her position and doesn't respect Client's privacy.

Primerica doesn't deserve any stars. My husband and I purchase the life insurance at the age 30…read more The agent from Watsonville sold us the life insurance. We thought it was great. After so many years then the price goes up. We started off paying low cost then it went up to 118.00 a month for the both of us. Now we are 68 years old and we were informed it would cost us if we went the 10 years it would cost us $473.77 a month. It would start April 2025 for 9 months the cost would be $4,263.93 then for 12 months the cost $5,685.24. If we don't pay the amount we lose it all. The policy is for $100 thousand each. My husband and I were counting on the life insurance all those years we paid and our agent never informed of happening. We both work and were tired . We are both angry and disgusted. And there is nothing we can do about it. Take it from us Don't ever purchase a life insurance. They lie all they care about is how many can sell. All the thousands we paid was for them.

I met Manny at one of his free meetings at the library and trusting him with my daughter's college…read moreadmission was truly one of the best decisions I've made. She was admitted to several top schools and will be attending one of the top UCs this year. As a middle‑class parent without much knowledge of how the admissions system works here, I was overwhelmed. Manny guided us through every step -- from essays to financial aid to taxes -- with patience, clarity, and genuine care. My daughter says that without his help she wouldn't have done nearly as well, and she really enjoyed working with him, which mattered a lot during an already stressful school year. I highly recommend Manny if you have a child preparing for college, Thank you, Manny!

Manny is very good advisor for college. He is perfect for those looking for help that live in the…read moreSan Francisco Bay Area. I highly recommend seeing him when your kid in the 8th or 9th grade. This is the best time to take advantage of his services.

Do not use these guys. They don't respond to questions and if and when they do they ask for the…read moresame stuff after you have already provided to them. Since they didn't respond we had to file an extension since we figured they dropped the ball. They filed an extension without telling us although we provided all requested info / docs months prior. So now we will just have to wait for our refund.

I called to set up an appointment and "Mo's" secretary said he was on the phone. She took my number…read moreand said he would call me back. That was two days ago. Hope they've lost my number: I'm not interested in doing business with them anymore.

I'm an independent contractor and typically owe two to three housand dollars in taxes every year…read more Elena was able to make sure I got a refund this year. I thought by using Doney Alliance I was going to owe, hopefully, a few hundred bucks to maybe $1,000. I definitely did not think I would get money back. Would highly recommend

Elena did awesome with my taxes! It was simple easy and straightforward and she was very…read moreresponsive! What a relief to get my taxes done this year!

Great customer service A+++++ they offer many services…read more We needed to get a money order & pay a bill we were In & out in 5 min They also buy gold & they fix watches & jewelry as well I recommend all my friends and family to check it out

I honestly couldn't be happier with my time consulting with Karl over my finances. He's been the…read morefirst financial advisor to help me navigate the world of 401Ks and investments and boy am I glad that it was him to do so! He has immense passion for and expertise in his field, which culminates in his being able to distill complex topics into understandable and engaging conversations. Unlike some commission-based advisors, Karl is never pushy - he simply gives me the all the information that I need to make my decision. I hope to use his services for many, many years to come and would 100% recommend him to anyone looking for a fee-based financial advisor.

I first went to see Karl as i approached retirement, more than 5 years ago. I had no idea how to…read moremanage the money i had accumulated in my retirement 403B, how long it might last, nor how to budget in retirement. SO so glad i found him. He is independent and does NOT work on commission. He gives straight forward and transparent information and advise. Great explanations. The advice has paid off. Importantly, Karl is also a professional, good and honest guy. Very smart and i truly trust him. As i told him yesterday "Thank you Karl, you have made such a difference in my life and i appreciate you!"

I had a very bad experience with Larysa Prytula and would strongly suggest NOT using her for any…read moreinvestment advice or service. She is not trustworthy and did not fulfill her judiciary duties. She advised me to invest in high-risk "alternative investments"; i.e., non-traded REITs and BDCs. She knew that I was elderly and a Stage IV cancer patient, and yet took advantage of my ignorance of such investments. Initially, she administered a risk assessment questionnaire, and I scored very high on the "low-risk" end of the scale. That is, I wanted no risky, illiquid investments. When I expressed concern about these non-traded entities, she had two responses: 1) they were destined to "go public" within "a year or two", and 2) we could sell them in the future if I wanted. It turned out that neither was the case, and now I have thousands of dollars stuck in investments that I cannot liquidate even after over 2 years of trying. She has been uncooperative in attempts to get my investment money returned. I firmly urge you not to use Larysa Prytula at Solutions Wealth Management for any investment advice.

There are many choices for financial planning, but I recommend the advisors at Solutions Wealth…read moreManagement in Campbell. I have known three of their advisors for over two years and I can honestly say I feel comfortable recommending any advisor at this firm! I am looking forward to investing my money with LPL Financial. Larysa Prytula at can be that trusted advisor for you. She is a whiz at researching trends and good investments. She is also very kind and approachable.

These folks were responsive and use this really good online software https://basecamp.com/…read moreThis enables tracking of tasks and todo's clients have to like submitting W2s, etc. So much better than e-mail threads which get confusing. Even with the simple process of a joint return it enabled my wife and I to be aware of what we each needed to provide. Pricing was very competitive, less than the accountant I had last year who I very disappointed with. I see negative reviews and I wonder if these different experiences could be due to getting up to speed on the portal. The negative reviews seem to be similar though not as bad as experiences I have had with the previous 2 accountants. I can say my experience was positive and I found Stephenie responsive and our taxes were filed correctly.

Acounteam is a high quality firm that understands the challenges facing small businesses. My firm…read morewas in desperate need for an accountant that could help with quickbooks. Acounteam was responsive and understood my predicament. We are in great shape now. They also have a great sense of humor.

Excellent financial advice (Gabe Issa) and health insurance advice (Gibran Issa). I marvel how…read morethese two men can so consistently know the ins and outs and give such wise counsel.

From the owner: Employee Benefits for small, medium, and large sized companies,…read moreIndividual Financial and Estate Planning, 401(k)