Financial Advising in San Francisco, CA
22 locations found near San Francisco
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Financial Advising
Financial Advising
“Signing up with RHS has given us peace of mind regarding our long term financial plan. Alex and the team at RHS are highly efficient and well organized. They rely on data and have a structured approach to financial analysis. Alex has taken the time to get to know our family situation and goals. He provides us with regular updates and is highly transparent. He has earned our trust and given us confidence that he will act in our long term best interest.”
Financial Advising
“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”
Financial Advising
Financial Advising
“Jirayr and his team are fantastic. They are first and foremost extremely knowledgable, and what they don't know, they will run down the most minute detail. More importantly in my book, however, they take a refreshingly holistic perspective on financial planning. It's not just about getting the most financial returns--it's about optimizing for what you say is important in your life. Of course, they maximize financial returns as well, but in the context of everything else that's important to you. I appreciate that they share their honest opinions and let us know what they consider the best course of action, but they are also willing to listen if we say that doesn't fit what we're thinking. Overall, we could not be happier to have chosen Citrine and look forward to working with them well into the future.”
Financial Advising
“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.”
Financial Advising
“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.”
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!”
Financial Advising
“Schwab has always set the bar for customer service. I recently had a issue with my account and the rep I spoke with handled it professionally and swiftly. Thanks a million!”
Financial Advising
“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.”
8:30AM - 5PM
106 W Portal Ave, San Francisco
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
Financial Advising
“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...”
8AM - 5:30PM
405 Howard St Suite 600, San Francisco
Financial Advising
Financial Advising
“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!”
Financial Advising
“Ricardo was very fast and efficient in fixing an overdraft error that occurred on one of my accounts. He was very kind and helpful on the phone when I called about my inquiry and quickly handled the manner when I came into the branch physically the following day. I wan in and out of the branch within 3 minutes. This branch is never busy in general and rarely do I even have to wait in line for the ATM machine.”
Financial Advising
“Great Charles Schwab location with very helpful and friendly people. Opened an account and they walked me through it and even let me use their chromebook to make sure everything was all setup before I left.”
Financial Advising
“I have no idea what SD Mayer stands for, (maybe it's some CPA!). Anyway, John Benjamin is who I dealt with re some SBA questions. He sort of did what Jimmy Stewart did in, "It's a Wonderful Life", or was it Natalie Woods' mom in some Christmas story mentioning Macys. Either way, he lined me up with answers, contacts, etc., and sent me on my way with a turnaround time of mili-seconds. Should call the company Mayer and Benjamin.”
8:30AM - 5PM
8 Montgomery St, San Francisco
Financial Advising
“I'm writing this about Fidelity Investments in general, not the Montgomery St office in particular. I saw all of these bad reviews (while looking for lunch restaurants near that office) and think a corrective is important. I don't like the Montgomery St office either. The staff is under-informed and has been rude to me on multiple occasions. However, the location is not why I still have money with Fidelity. This point needs to be made. Fidelity is a very safe place to keep your money. It's very easy to trade online. Fees are among the lowest, if not the lowest, in the industry. I have accounts with other banks and brokerage houses, so I can compare. Their phone service, while imperfect, is also good compared to other brokerages. You can usually sort out problems quickly.You have to accept the weak points. Montgomery St staff are like time-share sales people: they always push hard, repeatedly, for you to invest in something that you don't want. (Before it was annuities; now it's some sort of private-investing tax-loss-harvesting scheme.) So when you meet with any of them 1-on-1, you have to be prepared for it to be 80% unwanted sales pitch. But the other 20% is often useful information.Montgomery office staff are also horrible snobs. On my last visit the guy told me in no uncertain terms how little my amount of money means to Fidelity, and how much money his important clients have. Got it. BUT he also showed me how to quickly increase the amount of interest I'm getting on my core account. I had to put up with the obnoxious snobbery, but I got something valuable from it. That's not the first time.In short, yes, the Montgomery office is awful. Going there today and maybe once again they will sneer at me because I'm not going in a suit and tie. But the Montgomery office is not Fidelity.”
8:30 AM - 5 PM
211 Main St, San Francisco
Financial Advising
“We had some issues accessing our account and also needed to make a really late TY22 IRA contribution and Max was so helpful. He was patient, knowledgeable, and helped us with all of our issues super fast.”
Financial Advising
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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.”