Financial Advising near Belmont, CA
30 locations found near Belmont
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Financial Advising
Financial Advising
“Jeffrey is great! He called back same day for a first consultation and provided clear and helpful advice on a variety of personal tax topics. Very informed, efficient and patient. Highly recommended”
Financial Advising
“An an enrolled agent, Akram is very knowledgeable about taxes. He is also very easy to work with, professional and friendly. John is very responsive and quick to respond. Very pleased to have found them.”
Financial Advising
“Harry Jeung CPA has been doing taxes for our company the last few years & they always guide us about our deductions & explain tax laws. We send them our QuickBook files so they can see our records. Highly recommend them!”
Financial Advising
Financial Advising
“The best 7/1 mortgage rates around. Andrew Holtz is professional and always responsive. I highly recommend First Republic. I referred a friend to the bank and she got a mortgage for her house in San Francisco and had the same experience as me with her loan officer in SF.”
Financial Advising
“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.”
Financial Advising
“This is the first year I have had a tax preparer from The Andrikopoulos Tax Services. I couldn't be more pleased. My preparer was Katie Kauffman and she was delightful and competent. The Front Desk, Alice, was also very friendly and helpful. My taxes are comparatively easy and I come organized. Therefore, I did not expect a very high bill and received an eminently fair charge for their services. Note: This was a transfer from another Palo Alto accounting firm that I felt was gouging me for the amount of service they rendered for the past number of years.”
Financial Advising
“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.”
9:00 AM - 5:00 PM
1139 San Carlos Ave, San Carlos
Financial Advising
“I have been using Legaspi Taxes for years and Francisco is the best. He's reasonable, incredibly knowledgeable, passionate about what he does, patient, and overall the best accountant I ever worked with here in SF Peninsula. The best person anyone can have on their team are those that love what they do, are great at it, are easy to get along with, and go out of their way to help the people they are working with. Francisco is the embodiment of all four qualities so I'm planning to go to him for all my taxes/accounting needs for a long long time. Thanks Francisco!”
Financial Advising
“I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals. Despite studying economics, I didn't really understand how to even get started with planning my finances, and they really have made it easy. It's great that they also have expanded their practice to serve clients in Texas where I am.”
Financial Advising
Financial Advising
Financial Advising
“Justin was very friendly and helpful. He helped me cash my checks and get information on opening an account with first republic bank really friendly and helpful really good customer service 5 stars I give to this bank love the water fall inside.”
Financial Advising
“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.”
Financial Advising
“Kermit is not only an amazing CPA, but a great human being in general to boot. If you are looking for your stereotypical green visor CPA with an oxford shirt and tie - Kermit & Key Financial Solutions might not be the place for you. If you are looking for somebody with an immense depth of tax knowledge who can explain things to you in plain English - Kermit is your accountant. He is knowledgeable, personable, and just a joy to be around who helps regular people navigate our insane tax code in a cost effective, professional, and helpful way. No frills, just quality honest work.”
Financial Advising
“A first-time customer visiting their physical office because I couldn't complete opening an account online from home.There's no front desk, but the staff was prompt to check in with me when one of them finally had a moment before assisting his other client.The total wait time was about 40 minutes (I arrived at noon), but again, the staffs did what they could when they could... to check in with me twice and to ensure I'm not just being abandoned, lol.And all I had to do was complete opening a new account on their iPad... which was sitting on the desk where I was waiting. I wish they would have just told me to try that while they're busy with other client.But now we know...Overall, very nice staffs and I got what I needed to be done.”
Financial Advising
“The front desk is no more helpful than that at other investment firms (eg., eTrade, Charles Schwab), but I have a very good CFA, Teresa Lee, whom I can call anytime. My one big complaint about Fidelity Palo Alto is that it is on University Avenue. What a nightmare to get to that office!”
Financial Advising
“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! ??”
Financial Advising
“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!”
Financial Advising
“Absolutely the best business bank in town - bar none! From their branch manager Jason, to all their bank officers: Anna, Rachel, and Fabian, they are all professionals ready to serve your needs. They all go over and above their call of duty.”
Financial Advising
Open 24 hours
424 N San Mateo Dr #200, San Mateo
Financial Advising
“I just finished the workshop and I feel less fearful and less anxiety about my divorce proceedings. The workshop was organized and the experts provided much information and so many resources. This is a really challenging time and after this morning's workshop, I realize that I can stop worrying about where to go and who to talk to for advice and support. I'm hoping to move forward with clarity. Thank you.”
Financial Advising
Financial Advising
“Dina Artzt is so wonderful to work with. I've been working with her for the past 20+ years. She has seen me through good and bad times in the markets. I know she always has my best interest in mind.”
Open 24 hours
475 El Camino Real, Millbrae
Financial Advising
Financial Advising
Open 24 hours
531 Cowper St, Palo Alto
Financial Advising
Financial Advising
“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.”
Financial Advising
“Cant speak to the issue with above broker, but can definitely speak to integrity, insight and professionalism Jim Millette and Steven Harman operate with. I have had a portfolio with UBS for 10+ years, during which they always exceeded my expectations. Jim and Steven are always available and extreemely knowledgable on anything I wanted to explore. Even with the down market over the past couple years, I have seen appreciation of 260%+ in about 10 years (and that is with holding positions Jim advised). Contact these two with confidence!”
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“I was referred to Sirinee several years ago by my tax guy and in my opinion she is the best. I have three different funds (based on risk level) with her and have done well (much better than any CD) with all of them. She is totally competent, professional and has a warm human touch as well. I trust her and would confidently recommend her to anybody.”