Financial Advising near Castro Valley, CA
14 locations found near Castro Valley
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Financial Advising
Financial Advising
Financial Advising
“I am a bay area resident and was in need of urgent tax advice regarding 1031 exchange. Aaron and Daniel were kind enough to accommodate me almost immediately and gave me very helpful pointers.I appreciate their knowledge and willingness to help our community members.”
Financial Advising
“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!”
Financial Advising
Financial Advising
“I have known Mark for many many years he is great. He has done my parents trust who are no longer living, my sister trust and my trust. He is very knowledgeable and helpful. He has a passion for helping people.”
Financial Advising
“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.”
Financial Advising
“Quality/Quantity - I was not going to write a Yelp on them, but this is my second visit in a month and both times have been a 5 star experience. Previous visits were negative (years ago).Our favorite branch is SF Geary with Katrina the branch manager. She is amazing; one of the two best employees of the company in my opinion!! Too bad that location is closing or has closed.Kieth was good, took care of all my needs in a very timely fashion.The security guard was even better; she greeted me in the parking lot, walked over to open the door for me, and went out of her way to say goodbye when I was leaving.Oh well, no coffee or fresh baked cookies today? Kieth said the cookies got burned...My previous recent visit was just as positive; sorry I did not get names.But the security guard, an older gentleman, also went out of his way to open the door for me. Atmosphere - Good size branch. Small size parking. But plenty of metered street parking.Service - See above, your team has improved so much at this location. I look forward to coming here more often.Price - N/A. Well, I might be coming back for some foreign exchange currencies for my next travels.Owner Suggestion - Congrats on your success since 1985 with 84 locations, S&P 500, and Russell 1000.2007 - Merrill Lynch acquired.2008 - Bank of America acquired.2010 - Private equity acquired.2010+ - More confusing acquisitions, above my pay grade to explain, please Google if interested.2023 - Chase/JP Morgan bought your assets and will be converting many of your locations.”
Financial Advising
“My wife and I started working with Minjoo this year on our taxes, which were very complex due to two job changes, an out-of-state move, a home sale, and home purchase all in one year. Despite all of these life changes happening in one year, Minjoo did an outstanding job navigating a very difficult tax situation for us. He was timely, a great communicator, and helped us come home with a pretty nice return this year. After working with lots of bad tax guys over the years, it's really nice to know that we have somebody we can count on like Minjoo moving forward.”
Financial Advising
“David White is a knowledgeable and honest broker in a business where honest usually has a lot of asterix. Most brokers are cheerleaders for whatever will get them the best commission. David white instead is clear about the upsides and downsides of investments. He did very well by my family and has my endorsement.”
Financial Advising
“Plenty of parking, the ATM always works, never a line, my banker KNOWS me and my family. It is refreshing to call a business and not only do they answer the phone but they greet you by name. Beyond satisfied and happy I switched banks.”
Financial Advising
“I am satisfied with the service, they solved me quickly and effectively, they serve you with a smile, the staff is very trained and professional. And the Manager is a very capable person who helps you with all your questions and gives you financial information.”
Financial Advising
“I wanted to leave a review because of how happy I was with the help I received at the front desk and was shocked at the low rating for the branch! To offer another perspective on some peoples bad experiences consider the fact that schwab has like a million different products and things to know. The people working there for 5 years may only know 10,000, the people 10 years 100,000 and 25 years 1,000,000. While the woman who helped me did not know the exact answer to my question she was able to look up the answer and find it for me which to me is just as valuable as knowing it by heart.”
Financial Advising
“Professional Tax Services is the best! Neil made it so easy to understand my new businesses taxes, helped with retirement plan set up, and provided so much knowledge on tax preparation for a newbie. Highly recommend!”