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8:30AM - 5PM
19620 Stevens Creek Blvd #100, Cupertino
Investing
“Writing for my parents because they don't have a yelp account. All I have to say is Ms. Ruth Phillips was extremely knowledgeable and helpful! She was able to quickly resolve my parent's issues. I have nothing but good things to say about her and will ask her if we have any issues in the future. Thank you!”
9:00 AM - 5:00 PM
10260 S De Anza Blvd, Cupertino
Investing
Investing
“I used to be a client of Cindy Shi's. Cindy took care of tax returns and 401K setup for a company I ran in the past and always addressed any tax/accounting issues with analytical solution as well as great attentiveness. The 401K portfolio she recommended and set up for the company also performed well. That was over ten years ago.Recently I visited her office for advice related to some specific accounting and investment issues. Again, I was greeted with utmost professionalism and patience, and got sound objective advice to my raised questions. I would highly recommend her for anyone who seeks professional and attentive accounting/investment service.”