Sunnyvale Financial Plaza - Sunnyvale (CA)

Harlan Jodie (JodieJo Ha) Ali has a great relationship with my realtor so they communicated efficiently with each other (and me!). For my home purchase, I wasnt the top bidder, but the sellers preferred to work with Ali (as he had helped them refinance their home). Dont do yourself a disservice by using your friend/family member who is new to the industry (Been there!) get yourself a local pro with connections. I had one house that fell through and I needed special fire insurance/wrap around insurance policy for, and instead of the process of finding an insurer being tedious, they were able to recommend me someone who got the job done with as amazing of service as Ali and his team themselves.

Cecilia Urbina It is such a breath of fresh air when customer service workers know how to do their job effectively and efficiently plus have a positive attitude. Jennifer was absolutely amazing, very professional and knowledgeable and answered all my questions with a smile. I definitely plan on sharing my experience with family members especially since she is fully bilingual in Spanish and English.

L Killmaster We have been working with Tony for many years. He has helped us with our tax preperation, investments and retirement. Over the years we have come to trust him more and more as we have seen how his advice has played out. He always gets back to us to answer our questions and he has really helped us get a good perspective on life and what is important, which is normally beyond the scope of most financial consultants. Its always a pleasure to see him. Thank you Tony!

manisha raiyani If you are looking for a trustworthy company to manage your property then look no further. They are managing our property since last few years and we are highly satisfied with their services.