Financial Advising near Sunnyvale, CA
30 locations found near Sunnyvale
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Financial Advising
Open 24 hours
301 W McKinley Ave Suite 100, Sunnyvale
Financial Advising
Financial Advising
“tl;dr: I have been working with Christine for over a year, and in that time she has helped me feel comfortable with finance for the first time in my life and increase my net worth by over $100k.If you are looking for someone to take you from financial chaos to order, predictability, and to develop or increase your financial literacy, Christine is your coach!I approached Christine after I separated from my partner who used to handle all our finances. At the time, I got very triggered and emotional even talking about finances or money or budgeting.Christine helped me develop a baseline of financial literacy and understanding, and build up from where I was to now where I have several different savings and investment vehicles, and a way for me to track my expenses.During our time together, I would find things that were triggering or hard for me, then take those to my therapist to work through all the emotional baggage, then come back to Christine to help me move forward practically. She was very patient with me in this process, and as a result of per patience and consistency, all of her coaching has stuck with me and been deeply integrated into the rhythms of my life.Christine has been very open to me finding ways to think about finances that work for me and my ADHD brain as well as fears around finances. Rather than using a huge spreadsheet for all my monthly expenses, she worked with me to average out all my expenses and then set up different accounts that represent buckets for me - this way I am always within my budget without the arduous and impossible tracking. When I was scared of investing, she helped me to find books that explained all the systems so I felt more knowledgable and resourced in moving forward.Now that we have things on track, I still meet with Christine every quarter for a tune up and check-in, and I always appreciate her coaching and well-timed reality-checks”
Financial Advising
“Lisa V was very helpful in helping me with my questions about 1031 exchange. She got right back to me with informations and answers to my personal questions.Thank you”
Financial Advising
“Very friendly and helpful. Yan responded to the inquiry very fast and scheduled a zoom meeting to discuss more details on the same day. During the meeting, she gave me a lot of suggestions and planning information. Very professional and resourceful. Definitely recommending her.”
Financial Advising
“Cannot recommend Richard and his team enough. They are who you want to work with if you have problems with debt, and want an efficient and viable solution to address them.”
Financial Advising
“Definitely recommend Sunny! very easy to talk to and he was very straight forward with the next steps, I did the free consultation with him and he did not push any of his services, esp right now when it not necessary. Will be looking to work with him in the future when its necessary but with just with consultation it was very helpful and comprehensive.”
Financial Advising
“James is one the best financial planner we have met. He is very transparent and genuinely wants to help us with financial well being. He is highly skilled and has wealth of knowledge. He gives honest opinion and has our best interest in mind. He analyzed our investment portfolio and gave us good suggestions on where to diversify. He looked at all aspects of our finances and gave us a broader perspective on how to approach planning and how it ties in with our life goals. So glad that we found James and looking forward to our next meeting with him.”
Financial Advising
“Juliette is a pleasure to work with. She is extremely knowledgeable when it comes to investments, taxes and stock options. She is highly credentialed and has helped me tremendously with my ISO’s and inheritance planning.She is a fiduciary and a wonderful person to work with. Highly recommend for all financial and estate preservation needs.”
Financial Advising
“Just closed my account today due to current complication with FRB's stock dropped 99% and assets sold to JP Morgan.The service was as good as the day I went there and opened my account. No questions asked, every necessary details provided to me and swift service without even one second of delay. There was a bit of sadness in the air as we all can feel, but they served me to the last second with professionalism and efficiency.I am wondering why FRB had to go, I wish this did not have to happen.”
Financial Advising
“Premier one credit union has been my long term bank for many years mainly because of the great service I get there. Kay Amado I call her my personal banker because she is so friendly to every member that comes in but especially because she has helped me so many financial needs from car loans to personal loans over and over. She will tell me if it makes sense or not when it's time to refinance. She has been the best, every time I have an answer she is quick in her response to steer me in the right direction. She is the best”
Financial Advising
“I've used Brenner Financial for the last few years for our taxes. They are very prompt and answer emails even on weekends when the office is closed. They do everything electronically and have a very hassle free experience. Beyond satisfied with their customer service”
Financial Advising
“I worked with Nam Nguyen for the past two years and I'm leaving this review because it's tax season and honestly I feel like it's the least I could do after the help he's given me. Before meeting Nam, I cycled through 3-4 CPAs and had rough years and miscalculations. I file both my personal and business tax returns with him.Reflecting on why I would vouch for this firm, and particularly Nam: - he's fast to respond and always available (tax season or not)- he is proactive with his advice - he's a strategic thinker - i learn something every time we have a meeting- communicates and breaks down my tax returns in a way that is easily understandable If you're looking for a CPA who is strategy forward, clearly very smart, and kind, he's your guy. I've actually referred 3+ connections to him already. I hope to be working with him for years to come.”
Financial Advising
“This is the first year I have had a tax preparer from The Andrikopoulos Tax Services. I couldn't be more pleased. My preparer was Katie Kauffman and she was delightful and competent. The Front Desk, Alice, was also very friendly and helpful. My taxes are comparatively easy and I come organized. Therefore, I did not expect a very high bill and received an eminently fair charge for their services. Note: This was a transfer from another Palo Alto accounting firm that I felt was gouging me for the amount of service they rendered for the past number of years.”
Financial Advising
“Appreciate Diana's service. She was kind and patience. Able to answer my questions and concerns with her knowledge. Definitely made my day! Great customer service experience!”
Financial Advising
“I have worked with both Diana and Melissa over the years. They are both very helpful, kind, and patient. Although they could easily just file my taxes for me, they help me to understand the steps and everything I need to do so (and they do it ever year since I never remember). Diana is super knowledgeable about even the most complex of issues and puts my mind at ease.”
Financial Advising
Financial Advising
“I’ve known Mandy since before she became a certified financial planner. I witnessed how hard she worked to get her licenses and her CFP designation. She put great passion and dedication in building the strong practice that she has now. Her perseverance, honesty and caring personality were enough reasons for me to want to become her client. I actually truly appreciated that she never pushed me to transfer my accounts with her. She always helped me stay on top of my financial affairs, even before I became her client. She loves her work and her clients and it shows. I am grateful for her.”
Financial Advising
“I used to be a client of Cindy Shi's. Cindy took care of tax returns and 401K setup for a company I ran in the past and always addressed any tax/accounting issues with analytical solution as well as great attentiveness. The 401K portfolio she recommended and set up for the company also performed well. That was over ten years ago.Recently I visited her office for advice related to some specific accounting and investment issues. Again, I was greeted with utmost professionalism and patience, and got sound objective advice to my raised questions. I would highly recommend her for anyone who seeks professional and attentive accounting/investment service.”
Financial Advising
“Chris is the best assistant in One Stop Financial Services!!. He always have all solutions for any have difficulties in taxes .. he NEVER say NO to anyone who come to him asking fir help .. our family is going to ask him again for big fever and we know that .. he will be full filing our request !!please try to uses One Stop Financial services .. Chris and these team will be giving you a big WOW !! Not hurt to visit and try Serious Customer Julie Crowley & family”
Financial Advising
“SJ Accounting Consulting, Inc is my regular go to service for doing my taxes and I absolutely love this firm. They are super punctual and always on time in filing taxes. They are very clear in their instructions on what is needed, and once I provide all documents, the taxes are done seamlessly without any follow ups. This place is such a respite, especially after dealing with so many unprofessional tax guys in the bay area. Thank you Sean and team!”
Financial Advising
“Highly recommend coach Carrie. She is incredibly patient, resourceful, kind, smart, and collaborative. We learned as a couple how to release our historical closed-minded beliefs and find new strategies to build the financial life we wanted. We have saved thousands of dollars from using Carrie's methodologies. The ROI has been astounding.”
Financial Advising
“I worked with Karl a few years ago to vet and improve the structure of my finances, for now and for retirement. Our interactions were always cordial, professional, and most importantly enlightening. I was glad to be able to take what he taught me and implement it myself rather than simply hitch my wagon to someone else who just sees me as a ticket to 1% fees forever.By now things have changed, and its time for me to do some rearchitecting of my finances. You bet I'm going back to speak with Karl.”
Financial Advising
“We have done business with MLP for about 30 years now! The are hardworking and friendly. We have always felt that our taxes were done well above the norm. I'm sure that over the years we have saved way more than the cost. The financial services they provide has helped us invest our money wisely. We have done very well with their advice! We recommend them to anyone who needs good financial advice.”
Financial Advising
“Apex was my long and overdue solution to my Tax issues I had over the years. I have tried all of the standard solutions over the years, and slowly my tax returns shrunk farther and farther. Apex was able to refile past taxes, accounting for appropriate deductions and fixing errors from previous tax solutions, and also helped me prepare going forward to maximize my deductions (Job, stocks and otherwise) and allowed me to get the return I should have had for many years.10/10.”
“Morgan S. stands out as the finest banker I've ever come across in my entire life. Her friendly, patient, and expert demeanor shines through in every interaction. Even when facing uncertain situations, she diligently reached out to the bank's support team to confirm her responses. All in all, my visit to this branch was truly exceptional.”
8:30AM - 5PM
335 N Santa Cruz Ave, Los Gatos
Financial Advising
“Today I got some great help from Diego who called me right on time for our appointment. Diego knew how to help me with my retirement account and could explain the steps I needed to take. He made it easy to get the results I wanted in an efficient way. He is in the office and can help you with online matters. I highly recommend Diego who is professional and friendly.”
Financial Advising
“great friendly bank. they make the process of starting an account and getting financing simple. just started banking with them a couple of months ago. as my experience progresses with them , i will also do my business banking with them.”
10:00 AM - 6:00 PM
20370 Town Center Ln, Cupertino
Financial Advising
“Kelly does a great job. My taxes were complicated and she helped sort it out. She was also very resonable with her fees. She provided good guidance on some topics i am not familiar with. She was always polite and patient. I would highly recommend her.”
8:30AM - 5PM
12 Ranch Dr, Milpitas
Financial Advising
“I visited the office on 7/7/2021 afternoon. The stuff were very nice, but my nose was sneezing right after 1 minutes I was in. Then after that I got sick when I was back home, kind of flu type of thing. I hope it is not virus. Now I am taking all kinds of Chinese herbs trying to get rid of it. The air condition of this office is nice and cool, but most important thing is to vent out all old air and bring in the fresh air. Cool air does not mean fresh air. It is better to keep the door open I think. After all, all kinds of customers in/out everyday, should keep the air fresh and vent out all kinds of people's breath for the safety reason. Don't see how Walmart handles this right cross the street of the office? Their warehouse is bigger and crowded, but they vent out the air...most of them. Still I like the branch, and stuff are very polite and helpful”
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