Financial Advising near El Cerrito, CA

“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.”

“We’ve been coming to AYUDA Financial Services for three years now because their knowledge in tax related issues and their excellent and very friendly customer service. When it comes to taxes and the IRS you don’t want to mess around. We can’t say enough good things about AYUDA Financial Services.”

“My husband and I have worked with Rick for over three years now and there are a number of reasons why we continue:- Our parents didn't teach us financial management skills. Rick has stepped into this role and teaches and explains to us everything we need to know and when we need to know it.- It's really hard to find a fiduciary that has YOUR best interests (and not their lucrative commission) at heart. Rick ticks this box.- FZ offers a complete wraparound financial management process. This goes from the short term, so being able to check your numbers each week, to understanding how long it'll be until you can retire.- Accountability to get annoying and boring financial admin done.- Check ins and coaching from Rick to manage your unique financial and family circumstances.- Face to face time with a real person, not having the frustration of trawling through FAQs and chatbots.”

“(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.”

“Thank you very much for the great support Financial is where they support us with great appreciation, big heart and do a good job. For almost 16 years I have always been a customer there and they have never failed me. They have always given me help. I totally recommend 576 Sacramento Street floor. 2 thanks Jaime and thanks pilarica montes”

“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.”

“We've been working with Benjamin for the last 2ish years and highly recommend him. He is thorough, patient, knowledgeable, and kind. Talking about finances and future financial decisions are hard topics but after ever session I'm always grateful for his help, knowledge, and pumped for the next 6 months review appointment.”

“I’m a small business owner and Peter has been doing my taxes for the last 6 years. He is top notch - extremely knowledgeable and easy to work with. I highly recommend him.”

“Jirayr and his team are fantastic. They are first and foremost extremely knowledgable, and what they don't know, they will run down the most minute detail. More importantly in my book, however, they take a refreshingly holistic perspective on financial planning. It's not just about getting the most financial returns--it's about optimizing for what you say is important in your life. Of course, they maximize financial returns as well, but in the context of everything else that's important to you. I appreciate that they share their honest opinions and let us know what they consider the best course of action, but they are also willing to listen if we say that doesn't fit what we're thinking. Overall, we could not be happier to have chosen Citrine and look forward to working with them well into the future.”

“I met with Manuel Apolonio, MSFP, CFP Senior Financial Planner for Hanke & Company Wealthy Management to discuss my financial goals. Mr. Apolonio was engaged, knowledgable and was able to provide much needed assistance in my retirement planning. I trust Mr. Apolonio implicitly.”

“Wow...worked with Shirley and she was so helpful! To those working with tax software, don't be so sure you aren't being overcharged (I was). Peace of mind that return will be completed correctly. Very satisfied!”

“The Lee Accountancy group was extremely knowledgeable, professional, and efficient. Everyone there was friendly and pleasant. This is my third year with them and I am very happy. I will continue to use them and I highly recommend them.”

“Kudos to Eric Rheinheimer for being a professional enrolled agent who is knowledgable, courteous, and cares about his clients. He will return your calls or emails even if you've never met him. If you need financial and/or tax advice, look no further than info@rataxservices in Oakland.”

“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.”

“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.”

“Schwab has always set the bar for customer service. I recently had a issue with my account and the rep I spoke with handled it professionally and swiftly. Thanks a million!”

“I am writing this letter to provide a strong professional recommendation for Maryam Moshrefi, a Relationship Banker at First Republic Bank. I have had the privilege of working with Maryam during a crucial period of transition for the bank, and I can confidently attest to her exceptional skills, knowledge, and commitment to her clients.Maryam's expertise in the banking industry is truly remarkable. She possesses a deep understanding of various financial products and services, ranging from business and consumer banking to investments, insurance, and lending. Her comprehensive knowledge base enables her to provide valuable guidance and advice to clients seeking to optimize their financial situations and plan for the future.During my time at First Republic Bank, I had the opportunity to witness Maryam's exceptional professionalism and dedication in action. She successfully assisted multiple clients with complex financial transactions, ensuring their comfort and confidence during a merger process. Maryam's ability to create a welcoming and reassuring environment for her clients is a testament to her outstanding interpersonal skills and genuine care for their financial well-being.Beyond her technical expertise, Maryam's positive attitude and infectious enthusiasm make her a pleasure to work with. She consistently goes above and beyond to exceed client expectations, building strong relationships based on trust and mutual respect. Her warm smile and unforgettable personality create an inviting atmosphere that immediately puts clients at ease, fostering long-lasting connections.Maryam's commitment to client satisfaction and her ability to deliver personalized service truly set her apart. She treats each client as an individual and invests the time and effort to understand their unique financial goals and aspirations. This personalized approach, combined with her expert knowledge, ensures that clients receive tailored recommendations and solutions that best suit their needs.In summary, I wholeheartedly recommend Maryam Moshrefi for any position within the banking industry that values exceptional expertise, outstanding customer service, and unwavering dedication. Her ability to navigate complex financial situations, coupled with her personable nature, makes her an invaluable asset to any organization. I have no doubt that she will continue to excel in her career and positively impact the lives of those she serves.Please feel free to reach out to me if you require any further information or have any specific questions.Sincerely Kamyar Joon”

“I highly recommend Brighton Jones. My team is responsive and reliable, and provide individualized service. I greatly appreciate their integration of financial planning services with tax advisory and estate planning services. No complaints!”

“A highly respected, competent , knowledgeable and professional people providing valuable expertise in financial management , tax preparation, investment , and more. My life has turned around from a negative to a positive through the valuable guidance of Mila Nues Coffey; I have trusted her for over three decades.”

“To echo other comments, working with Alison has been one of the best financial decisions we've ever made. As self-employed parents of young children, life has been more than a little hectic. Having Alison in our corner to assist us, not only with ensuring we are investing well for retirement, but looking after our full financial health, has really made all the difference for us these past few years. Over the past two years we have: started a business, navigated inheriting an estate, set up our retirement accounts in alignment with our values, re-organized our monthly spending, set up the kids 529 accounts, bought our first home and more. Alison has helped us at every step of the way, doing research, working with us to develop plans, and making key referrals to help us (she referred us to both our tax person and our mortgage broker, who have both been great). This is all on top of the daily management of our retirement funds, which we have been very happy with. There is so much more to say, but I'll end with this: What really sets Alison apart is her empathy and communication. We know she cares about our family and wants the best for us. That finances are just a vehicle to accomplish the things that are important to us in our life. She encourages us to be organized, and takes the time to talk us through the important decisions, and also really listens. With Alison, you get not just an advisor, but a dependable, and essential partner. We highly recommend her!”

“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!”

“I am single and divorced of modest means. Having Julie and her team’s counsel helps me rest easy knowing that I have a sound strategy informed by seasoned experience practitioners. I have savings and income goals that keep me focused and I do not get overwhelmed. Not only do I have a plan with an annual check up, Julie is responsive as I execute my plan. She makes adjustments in real time as the market changes as I make transactions. I rest easy and worry less about being single growing older.”

“I had the pleasure of working with Brian Lee at First Republic Bank, 44 Montgomery, and I'm extremely impressed. He's incredibly responsive, always available to assist regardless of the time. His attention to detail and prompt assistance made banking a breeze. I hope the merger retains professionals like him. If not, I'd consider switching Banks, but I'd much prefer to continue with Brian. Highly recommended for exceptional & outstanding service.”

“We have been working with Landon since 2019 and can’t say enough good things about him. We always leave our annual meeting feeling better. He’s supported our goals and aligned a plan that makes sense for us. We’ve also had a great experience working with Chelsea. Taxes are confusing and overwhelming and she breaks it down in a way that we can understand. Love the videos she sends us with all the details. Would highly recommend working with both of them!”

“Wow! So my particular tax situation was a bit crazy and unique this year. I had multiple 1099s, W-2s, super weird tax forms I've never heard of before, issues with insurance, multiple states were involved, etc, etc, etc. To say the least, it was a mess. I knew that I was going to need some extra help this tax season -- but I couldn't just hire some schlub from H & R Block or Liberty (no offense). I needed the MacGyver of tax pros. Someone with true grit. That person is Elaine. She answered all of my questions and concerns in great detail. It was nice to feel confident filing taxes for once. She solved every problem with care and ease and would always go the extra mile. I was actually surprised by how smooth and painless the whole process was. Dealing with the IRS can be a bit nerve-wracking but I knew I was in good hands with Elaine and the wonderful staff at ATS on my side. Shirley helped out towards the end. She was as equally personable and professional as Elaine. I would definitely recommend her too. Judging from the other reviews it sounds like she's already a pretty well-established and revered tax pro. Alameda Tax Services is a breath of fresh air. We live in a world where local businesses are dying, especially in the Bay Area. These people are great at what they do and they don't charge an arm and leg for their expert services. Aside from their expert services they're absolutely delightful people to be around. Just sayin' maybe check out ATS next tax season. Never thought I'd look forward to filing taxes... tl;dr Alameda Tax Services is Awesome!”

“Pollak and Pollak have been my financial geniuses since 2004. With Michelle’s guidance and wisdom, I have been comfortably retired for 9 years now. The personal attention, honesty, and support provided by them (including a great staff) are welcome additions to the sound financial advice my husband and I have received.”

“I am allowed two reviews so here is an update after 6 1/2 years of banking with First Republic. I have never had a bad experience since I changed to First Republic.. It doesn't matter what branch I go into, I repeat, "I have NEVER had a bad experience" in any branch, but I favor China town branch because of Jennifer Wong. The treats,gifts,and no atm charges are just bonuses on top of the impeccable service. If you haven't switched to First Republic Bank you are missing out. It has changed my life and I am always happy to go to the bank. It used to feel like a chore.Now it is a pleasure.”