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“Alex and Colby are extremely knowledgeable and helpful, always very responsive and informative, and give expert guidance on all of our complex financial planning questions that's very data-driven and really tailored to my financial situation.”
“I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals. Despite studying economics, I didn't really understand how to even get started with planning my finances, and they really have made it easy. It's great that they also have expanded their practice to serve clients in Texas where I am.”
“My experience at First Republic Bank was nothing short of exceptional, thanks to Sean who epitomized what superb customer care should be. His personalized approach not only makes one feel valued but also well-informed. Sean was diligent, efficient, and exceedingly helpful, showcasing the essence of customer-centric service that First Republic is known for.The cherry on top was the delightful swag, a thoughtful gesture that added a nice touch to the overall banking experience. It’s these little nuances that set First Republic apart in a sea of corporatized banking entities.I hope JP Morgan Chase ensures the intrinsic values which make First Republic a choice bank for many, remain intact. The personal touch, thoroughness, and genuine care for customers are the cornerstone of First Republic's identity, and what keeps customers coming back.”
“A first-time customer visiting their physical office because I couldn't complete opening an account online from home.There's no front desk, but the staff was prompt to check in with me when one of them finally had a moment before assisting his other client.The total wait time was about 40 minutes (I arrived at noon), but again, the staffs did what they could when they could... to check in with me twice and to ensure I'm not just being abandoned, lol.And all I had to do was complete opening a new account on their iPad... which was sitting on the desk where I was waiting. I wish they would have just told me to try that while they're busy with other client.But now we know...Overall, very nice staffs and I got what I needed to be done.”
“Big shoutout to Sunny Yang at San Mateo branch! Seriously, she's hands down one of the best consultants I've ever teamed up with.So, we had this task of shifting some assets over to Schwab from another company. You know how it goes, tons of roadblocks: forms everywhere, notary stuff, and all that jazz. We were making calls left and right to our assigned agent, but they were slow as molasses in January and didn't really help. Enter Sunny Yang – she's the real MVP. She spotted our pending case in the system and reached out, offering her wizard-like assistance. Super responsive, friendly, and total pro vibes. She stepped up and started making requests for us, sending us options, and basically guiding us through the maze. Thanks to her, we managed to sail through the transfer like a breeze. Wwithout her, I'm not even sure we'd have pulled it off.Keep rocking, Sunny! ??”
“I came to inquire about transferring my niece's IRAs from an insurance company that had underwhelming performance with them for the last five years and was very satisfied with the high level of professionalism at this branch. From the moment I entered the spacious office I was greeted warmly and availed even assistance from a vice president Mr. Steven Chou Silver who was more than gracious and answered all the technical questions of the planned transfer to this office. These technical questions that even my CPA had to dig to answer was addressed fully to my satisfaction and they will soon have a new customer rest assured.”
Open 24 hours
475 El Camino Real, Millbrae
Financial Advising
“Harry Jeung CPA has been doing taxes for our company the last few years & they always guide us about our deductions & explain tax laws. We send them our QuickBook files so they can see our records. Highly recommend them!”
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“An an enrolled agent, Akram is very knowledgeable about taxes. He is also very easy to work with, professional and friendly. John is very responsive and quick to respond. Very pleased to have found them.”