Financial Advising in Mountain View, CA

“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.”

“I’ve known Mandy since before she became a certified financial planner. I witnessed how hard she worked to get her licenses and her CFP designation. She put great passion and dedication in building the strong practice that she has now. Her perseverance, honesty and caring personality were enough reasons for me to want to become her client. I actually truly appreciated that she never pushed me to transfer my accounts with her. She always helped me stay on top of my financial affairs, even before I became her client. She loves her work and her clients and it shows. I am grateful for her.”

“Apex was my long and overdue solution to my Tax issues I had over the years. I have tried all of the standard solutions over the years, and slowly my tax returns shrunk farther and farther. Apex was able to refile past taxes, accounting for appropriate deductions and fixing errors from previous tax solutions, and also helped me prepare going forward to maximize my deductions (Job, stocks and otherwise) and allowed me to get the return I should have had for many years.10/10.”