Financial Advising in Fremont, CA

3 locations found near Fremont

“I opened my account with Sze Kwok in this office, she was born in Hong Kong, went thru English schools in Hong Kong, speaks perfect English, Cantonese, and Mandarin Chinese. She helped me transfer my account from another brokerage and always answered my phone calls or emails within a few hours. She is nice, pleasant, and knowledgable, now I have more than a million in my account and I am planning to consolidate my other accounts here as well.”

4.6 Superb18 Reviews

“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!”

4.6 Superb60 Reviews

“Been working with Neil for several years. He takes the time to understand your specific situation, is well educated on tax code issues and makes great suggestions for future tax years! He's really friendly and personal. Truly the best!”

4.5 Superb69 Reviews