Financial Advising near Woodside, CA

“Great service and very pleased with my returns after making the change from my last investment manager. They have met all my expectations and then some. Christopher has been great to work with.”

“We have been working with Raul (Reliantbiz) for several years. The reason that we have stayed with him for this long is because of his knowledge in tax return preparation, latest tax laws, taxes in general, investments, financial planning, and most importantly his willingness to educate us.Raul shares his knowledge with us, he is available to listen to our concerns and questions, he returns our calls and answers our emails, and he always provides sound financial recommendations. Overall, Raul is one the nicest business men we had the privilege of knowing.I am writing this review to say thank you to Raul and to acknowledge a small business that provides a valuable one-on-one service between the provider and the client, especially in this day and age.Thank you Raul.”

“Just closed my account today due to current complication with FRB's stock dropped 99% and assets sold to JP Morgan.The service was as good as the day I went there and opened my account. No questions asked, every necessary details provided to me and swift service without even one second of delay. There was a bit of sadness in the air as we all can feel, but they served me to the last second with professionalism and efficiency.I am wondering why FRB had to go, I wish this did not have to happen.”

“Highly recommend coach Carrie. She is incredibly patient, resourceful, kind, smart, and collaborative. We learned as a couple how to release our historical closed-minded beliefs and find new strategies to build the financial life we wanted. We have saved thousands of dollars from using Carrie's methodologies. The ROI has been astounding.”

“The Best Bank Ever.Great service always. I stayed with them even with others panicking because I didn't want to be part of destroying the only bank I've ever found with terrific customer service. Now that it's been taken over by Chase (which broke into our safe deposit box without notifying us, even though those fees had been regularly paid, and sent everything to the State as unclaimed property,) I can never trust that bank again. Another problem with the big banks is that they have a single phone number--you can't call the branches--and are faced with a confusing, multiple-guess menu with many barriers, if you can even get to a live person. If you do get someone live, it's likely they'll be in some foreign country and have limited English proficiency, and I don't want my banking information accessible to people who aren't even in the United States. Sad that depositors panicked and destroyed this wonderful bank. While I'm glad Chase will evidently protect my balance, their terrible customer service means I will bank elsewhere. I feel awful for the employees whose lives have been upended and hope they fare well.”

“Big shoutout to Sunny Yang at San Mateo branch! Seriously, she's hands down one of the best consultants I've ever teamed up with.So, we had this task of shifting some assets over to Schwab from another company. You know how it goes, tons of roadblocks: forms everywhere, notary stuff, and all that jazz. We were making calls left and right to our assigned agent, but they were slow as molasses in January and didn't really help. Enter Sunny Yang – she's the real MVP. She spotted our pending case in the system and reached out, offering her wizard-like assistance. Super responsive, friendly, and total pro vibes. She stepped up and started making requests for us, sending us options, and basically guiding us through the maze. Thanks to her, we managed to sail through the transfer like a breeze. Wwithout her, I'm not even sure we'd have pulled it off.Keep rocking, Sunny! ??”

“I walked in extremely confused about how to go about transferring funds from one institution to another. Frank Benson was so helpful from the get-go! He hopped on the phone with me and the other institution to help facilitate the transfer. I had my 2 pups with me and he was even kind enough to grab some dog treats for them as we waited. Thank you for explaining the whole process so thoroughly and kindly!”