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“We have been doing our taxes with financial help for two years and we are very happy with them, they are very professional and honest and for them it is a priority that one as a client does not get into trouble”
“Rick's Financial Zen program is the best one out there if you want your financial house in order! My fiancé and I went through the foundation program and really acquired the confidence for our future with Rick's help.
He's been so responsive and engaging throughout the process, introduced us to his resourceful network and setting us up for success. We really like his energy right off the bat and we are happy Financial Zen members that will stick around.”
“Very detailed, very attentive, my taxes were meticulously explained and I have been advised over the years how to best manage my finances in order to not over pay or under pay yearly.”
“Anne has been a rock-solid advisor to our family for decades. On taxes and real estate matters, she shares her experience and ensures we get the best outcomes possible. A sincere and detail-oriented practice, we have had no issues and have always felt taken care of.”
“I'm a mom with two older teens in the early years of college, living at home. They can't support themselves yet & I'm having to borrow from the bank to keep afloat. Amie Shapiro gave me a clear plan for saving money on everyday things like our phones and our food and gave me options on where to put some of the borrowed money in a high yield savings account or money market. This plan will help me stay alright for the next critical years while I hold on for retirement. I'm so grateful for Amie!”
“Having Citrine handle our financial plan has been an incredible investment in our family's stability, confidence, and overall happiness. We began working with Nick at Citrine about nine months ago, and in those nine months our financial wellbeing has improved dramatically. It's an incredible service and team. Highly recommend!”
5 - 7:30PM 10AM - 2PM
3575 San Pablo Dam Rd Ste. 103 & 104, El Sobrante
Financial Advising
“(Translated by Google) Margarita and her very professional and friendly team helped me perfectly with a notary service.(Original)Margarita y su equipo muy profesional y amables, me ayudaron en un servicio notarial perfectamente.”
“Landon is a fantastic and effective financial advisor. He is responsive, thoughtful, and extremely knowledgeable. I would recommend him to anyone who is managing pre or post IPO equity, and/or trying to establish basic financial goals and milestones.”
8:30AM - 5:30PM
363 13th St Ste 200, Oakland
Financial Advising
“Lee Accountancy Group sets the personalized needs of their clients as their number one priority. Mr. Lee is extra knowledgeable. His genuine good natured humor, creates a very positive environment for all the members of his staff, who are kind, respectful, skilled, and attentive, in helping to make the whole tax preparation process as stress free, as possible.”
“Worked with Eileen for a one-off project and she was able to provide some practical guidance and to-do's to help us get our situation sorted. Easy to schedule with clear instructions to prepare. Thanks Eileen!”
“the SDM wealth management team is excellent and always takes the time to break down important concepts, make proactive recommendations and overall help me build financial literacy. I truly appreciate all the efforts to demystify the world of personal finance, as it’s helped me build confidence over time.”
8:30AM - 5PM
180 Grand Ave, Oakland
Financial Advising
“First Class customer service. A classy and a very efficient modern bank yet a full-pledge broker dealer too. Offers Full array of financial products & services, with a unbiased portfolio recommendation. This is how personal banking should be. Been a long time customer. In short, gold standard Bar none!”
“City National Bank was recommended to me by another attorney when I was looking for an institution to hold my IOLTA account for my law firm. The recommendation was based on the personal attention clients receive. As soon as I approached City National Bank with interest in opening a business account and a personal account, a Krystle ClarkeBarifa, the branch manager, assembled a team to meet with me personally to go over the various different account types and banking services and took the time to understand my specific needs before recommending the perfect bundle of services. The same team that onboarded me has remained with me over the two years I have been banking at City National Bank. They are personally accessible to me by email and phone and even text message. Their prompt attention and responsiveness make me feel like the folks at City National Bank really care about my banking experience, regardless of the size of my accounts. As an attorney and someone who manages client funds, this level of service provides me the confidence of knowing I'm protecting my client's interests and that I am complying with the rules of professional responsibility that apply to IOLTA accounts. I highly recommend City National Bank if you want personal attention and care and a team that is going to be by your side each step of the way. Consider yourself lucky if your accounts are serviced by Krystle ClarkBarifa and/or Dorothy Over!”
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“Trust can be hard to define, especially when you’re dealing with life savings and security for the future. My wife and I have invested (literally) with Jason Draut for many years now, from the launch of his new business, the addition of a partner in Santa Cruz and we have always listened and trusted his advice on money matters. He has our best interests at heart.”