Financial Advising near El Sobrante, CA
15 locations found near El Sobrante
View Map5 - 7PM 10AM - 2PM
3575 San Pablo Dam Rd Ste. 103 & 104, El Sobrante
Financial Advising
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
“Couldn't be happier with the service we received! We came on as new clients and Ken went above and beyond to transition us to Edward Jones. He is extremely knowledge and capable of thinking outside the box to meet the needs of client's circumstances. Our #1 goal was to purchase a home and he made the process so quick and seamless! He worked to find us an amazing rate and helped us though the process by communicating with the lender. We were up against a tight timeline and he was there to take every phone call and squeeze in last minute zoom meetings. We truly appreciate all the dedication and hard work he put into making the purchase of our home happen.”
Financial Advising
“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.”
Financial Advising
“I had a horrible experience with my own (well, previously own) bank, Mechanics Bank El Sobrante branch when I attempted to open a trust account for an estate. That took me to First Republic. Even though I had no accounts with them, Windy and Randy were both so helpful and courteous. My account was open in half the time I'd spent with an awful manager at Mechanics - where nothing was accomplished. I can't give five stars as I don't have long experience with them. Also, I was a but nonplussed to be told initially that I would have to stand as they didn't have chairs for customers. I went in during their special hours for seniors. I suspect that other older folk like me have physical issues (mine is a bad knee) which make standing for more than a few minutes difficult. They did find me a chair, but shouldn't they have offered me one to begin with? Otherwise, I think I'm going to like my new bank - and we're moving our personal accounts here as well.”
Financial Advising
“Mr. Porta is an outstanding, helpful and very skilled CPA. His services are second to none. I've retained his services for years. He get's a two thumbs up recommendation.Bobby”
Financial Advising
“Over the past year I have worked with Sunita Joseph and Erik Erikson. Both have been helpful and professional. They have guided me into organizing my finances and making plans for the future of my retirement. I was informed about options but was never pushed in any direction. After working with them I have more peace of mind, knowledge and organization.”
Financial Advising
“As a walk-in, I found the Fidelity advisor who pleasantly greeted me to be very professional, knowledgeable and super helpful in that he quickly assessed my situation, went over my paperwork with me, and explained my financial options. Impressive!”
Financial Advising
“Professional, Knowledge, Personal. Sean's been fantastic. We work well together. He has a wealth of knowledge in the industry and knows the best way to explain things so that I understand. If there's ups and downs in the market, he knows how to keep me calm. If I need guidance with something more personal, for example, a new company I was considering working for, he brought valuable insight and helped me make an informed and thought through decision. Couldn't be happier.”
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.”