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“Christine has helped me put my finances in order and I do believe I now have a healthy attitude towards my finances. I used to be so anxious because of fears that I don't have enough money for my retirement and at the same time I fear that I am too stingy but she has helped me find the root cause of all these anxieties, see the overall picture of all my finances by monitoring my assets and stick to a budgeting system. I can smile now and found peace with my finances. I can spend money with no guilt and I feel confident about the future. That in itself is worth a lot so it was a wise decision that I invested on Christine's coaching!”
10:00 AM - 5:00 PM
Fremont
Financial Advising
“Been working with Neil for several years. He takes the time to understand your specific situation, is well educated on tax code issues and makes great suggestions for future tax years! He's really friendly and personal. Truly the best!”
9AM - 5PM
513 Valley Way, Milpitas
Financial Advising
“Prestige mobile home repair did a excellent job, fixing holes in the floors replacing old rugs and replacing with panels. It looks great and feels good. Tony Boss was so kind and his workers were really efficient and respectful. Would highly recommend them for mobile home repairs.Linda Quinones Fremont”
“Walked in without an appointment to open a brokerage account. Still the representative helped us with the application! She was friendly and warm, even helped with taking printouts. Had a smooth experience !”
“Christanie deserves a raise!!! I came to fidelity this afternoon feeling so overwhelmed with managing my accounts. She broke everything down for me step by step and I left feeling confident about my finances!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Several years ago I brought my extremely (bad) tax situation to Jeanine . I had not filed personal and business taxes for years ! I was getting threatening letters from the IRS and the state tax franchise tax board. She was able to recreate my books and file (or refile as needed) she took control of my tax situation and guided me step by step (year by year) until my situation was completely resolved. It was a process that took about 2 years. Today I use her services to make sure I have a professional tax preparation and filing every year. I want to thank her for her saving me from tax hell!”