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“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.”
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.”
“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”
“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 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 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.”
“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!”
9:00 AM - 11:00 PM
1101 Pine St #404, San Francisco
Financial Advising
“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!”
8:30AM - 5:30PM
1880 Pleasant Valley Ave, Oakland
Financial Advising
8:30AM - 5:30PM
363 13th St Ste 200, Oakland
Financial Advising
“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.”
“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.”
“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.”
“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.”
“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.”
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!”
“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!”
9:00 AM - 5:00 PM
2100 Lakeshore Ave a, Oakland
Financial Advising
“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!”
“Years and years of great memories of this bank with the best service ever! Actually extraordinary! Raymond and his staff will always be the best bar ever set. The end of an era...”
“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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“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.”