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“Very knowledgeable and willing to help! In their busy schedule and although they weren’t accepting new clients, Hunter still went out of his way and took a few minutes to answer my tax questions on phone. Very polite and professional and highly recommended!”
“This is my first time working with SNP.Almost for a decade I filed my taxes using turbo tax, had I known if the tax filling is this simple with SNP. I would have filed through them every single time.Silpa is extremely knowledgeable, friendly and very easy to work with. She answered all my questions patiently. Going forward I am going to file only through SNP.”
“My wife and I have worked with Jeremy for over ten years and have been extremely pleased with the results. Jeremy and his office staff are very responsive, helpful, honest, and easy to work with. With an exceptional personal touch, Jeremy has helped us navigate through several major financial decisions in a tide of ever-changing market conditions. We couldn't be happier with Jeremy and the Conversant Wealth Management team!”
“My company has been serviced by Summit Tax Planning for the last 6 years. They have always been able to navigate all of our Tax planning, tax issues, and are very trustworthy. Debbie is an Expert in CA tax and has done an amazing job for us. I highly recommend Summit Tax Team to anyone looking to improve their tax and accounting situation.”
“Since I'm a Baller On A Budget!!!I like to Dabble in the Stock Market once in a while.So I like to trade Stocks and Other Financial Instruments..That's where Charles Schwab comes in. I stopped by this Branch and was Provided with Excellent Service !!!I used their Financial Services- Broker, Clerical and Research Departments This is a Baller On A Budget Approved Establishment!!!!”
9AM - 12PM 1 - 5PM
6666 Owens Dr, Pleasanton
Financial Advising
“Edited Update: Jason continued to communicate with me throughout this process and I was notified that the tree was approved for trimming. I appreciate the communication even after my review. Very difficult to get someone out to simply prune a large tree that is growing over the roof my house.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“We have been using Nabil’s company for almost 15 years. We have always received best in class experience. It always felt like going to visit a friend vs your Accountant. Quality of work has always been best in class. Highly recommend, if you are looking for flagship/best in class, service and knowledge.”