Investing near South San Francisco, CA

“Working with Rick's team at Financial Zen has far exceeded my expectations in every way! Before selecting Rick, I talked with 10+ financial advisors, and no one came close to the quality and value he offers.

I just finished Financial Zen's six-month onboarding program, in which Rick and his team helped me transform my finances from sorta disorganized to 100% streamlined. As an operations and UX professional, I am a harsh judge of customer experience, but I have only effusively positive things to say about Rick's approach to working with clients. He visibly cares about creating a top-quality, high-ROI client experience — and it shows in every aspect of his work. In the time I've worked with Rick, he's also been building out his team and has ensured that every member of Financial Zen delivers the same level of excellence.

Beyond getting clear on my cash flow and streamlining my financial accounts, Rick's program includes tasks that other advisors considered out of scope (or would charge extra for), like auditing my insurance, reviewing tax returns, and jointly working with an estate lawyer. He has thoroughly and thoughtfully designed every aspect of his program, like having comprehensive to-dos managed through a Monday dashboard, plus weekly modules complete with helpful videos and a workbook.

In addition to the program's standard curriculum, Rick has enthusiastically worked with me to address bespoke topics and to-do's for embarking on creating a solopreneur business. To me, this is the ultimate testament to Rick's commitment to helping people with all aspects of their financial health. Other advisors had zero interest in helping me with my new venture because it fell outside of their usual offerings, whereas Rick was super pumped about the opportunity. His expertise, support, and excitement surpass anything I could have hoped for.

This brings me to my last point: Rick and his team are a joy to work with. He's passionate about helping people through his business, and his enthusiasm is infectious. Rick clearly believes that helping people attain financial zen is the work he's meant to be doing, and it shows. I am grateful to Rick and his entire team at Financial Zen for being my personal CFO, and I wholeheartedly recommend them!”

“the best service. walked in and they assessed my precious metal for authenticity within minutes - all for free! High recommend this place and will go back to them.”

“So glad I decided to give these guys a try when looking for quotes for my Mortgage note. Instead of being pushy, they just gave me a strong offer, and then were super efficient and responsive all the way through closing. Can't recommend highly enough.”

“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.”

“THIS IS MY BANK FOR 12 YEARS NOW.Opened one in the South San Francisco Branch and Kathy took care of me. My cousin referred me to her. Very pleasant and happy person. She is retired now. Then, most of my transactions/ request now is in this branch.Gina, always there poised to help me in my needs. Consistency is the key. Am pleased.Thank you WellsFargo for the years of service in my needs.Hopefully to build more blessings to my financial status and you always there for me.Manifesting great fortune to you and your staff / family.Stay strong always.Again, thank you very much.JM”

“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!”

“We’ve worked with Asti Financial twice on personal finance scenario-planning. They are easy to work with, welcoming, and straightforward. Highly recommend, regardless of your level of financial knowledge. They provided us with helpful plans and guidance that we refer to often. We also appreciated their transparent pricing. Thank you Julie & team!”

“Thank You Charles Schwab for being the investment firm that’s helping our communities build Firsts families of generational wealth in Rural Hill, Tennessee.??????????????
Love ❤️ the energy in the photos, we look forward to visiting:)
P.S. May God continue to Bless the integrity of those in charge of managing Our Pension accounts.
“Rebuking American ?? Greed In The Mighty Name of Jesus!!!”
Amen.??
beyond Grateful CHASEBANK/Charles Schwab ???❤️??????”

“I think I need to mention William regarding his professionalism and great work ethics for customers as a bank employee.

He helped me fix unexpected account suspension issue due to Zelle transactions with Schwab Bank fraud team. It is an undeniably exceptional service to follow and has made a final result in a relatively short period of time!

Thank you William for your kind and nice conversations with me. Your help was excellent.”

“We have had several financial advisors over the past 30 years. Our relationship with Brighton Jones began in 2009 and, after the first year, we transferred all of our investments to them. The big difference in them is that they have provided a comprehensive approach to our financial planning. They have given us terrific advice regarding investments (stocks, bonds and exclusive BJ products) and assistance with buying and selling several homes, including mortgage and insurance referrals. We also like that they have three independent arms which we have continuously used-investments, taxes and estate planning.”

“We've had a really great experience with Ballast Point — and we feel much more knowledgable about our finances. Drew and the team help us put together a budget, handled taxes, and plan for company stock.”

“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.”

“Im from LA I called the Daly city Bdo remit for few question about my BDO bank account,Nice people they help me and guide me answer all my question even they are limited of what they can do bec they are BDO remit not a bank.Sorry I forgot your name MR COOL GUY Insert your name. _____.Thank you, I hope all people like you goodvibes for 2022 a kind of GOOD PILIPINO very polite and helful.THANK YOU, GOD BLESS wear you face mask be safe!!!”

“TD Ameritrade is now owned by Charles Schwab. Today i had an opportunity visit the Market Street office for a Roth IRA. The whole transaction was completed at the lobby counter.”

“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.”

“The SFFCU on California is wonderful. They’re fast, kind, helpful and flexible. Whether I need financial advice, to have something notarized, or just to get quarters they can make it happen. I’d highly recommend this branch!”

“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.”

“After reading the reviews of this location I don't want to go there. I was going to go there to get some info of my dads account if he still had an open or closed account but I figure to check them out for myself we will stop by today by 9am and will update this review once we see how they will treat us. To be continued...UPDATE:Went to this location about 9am and to my surprise I got immediate help, there was 3 workers there and I was able to complete my task in less than half an hour, I would say that the old reviews showing from 10 months ago it's possible that the workers that gave bad customer service are long gone or possibly have moved on out of this location but for this first time here I will say I had a great experience and was taken care of in a timely manor.”