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“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!”
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.”
“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 applied for a Merrill Edge stock trading account 2 years ago. I was hesistant at first because of some unfavorable reviews. Instead I have not experienced any problems at all with my stock trading. No problems with the mobile app either. A relatively low account balance earns you 100 free trades per month. No other broker offers that. The Merrill Edge desktop website is fast, highly legible and everything is easy to find whereas TD Ameritrade's desktop website is slow, cluttered and important information is buried deeply, plus you pay $6.95 for all that misery. I will admit TD's mobile app is the best in the business in terms of legibility.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“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.”