I can't speak highly enough about Leslie. My husband and I had a lot of financial 'plans' in motion but felt really insecure about whether we were on the...
651 Fillmore San Francisco, CA, 94117
Jackie has been my financial planner since 2008 and has guided me through a number of life changes. What I love most about Jackie is her approach of taking...
90 New Montgomery St San Francisco, CA, 94105
I'd known Michael recreationally for about 5 years when suddenly I was faced with a very manipulative landlord-tenant issue in 2006... After a housewarming...
420 Montgomery St San Francisco, CA, 94104
Super straightforward, easy and helpful. Gave me odds on whether or not they'd be able to get two delinquencies removed from my report.I
They got them...
100 Pine St San Francisco, CA, 94111
I LOVE ROUND LEAF!!! By far the best and most honest service I received by Lorena Ortiz Such a sweetheart, very helpful, & oh so very resourceful! Here's...
2055 Junction Ave San Jose, CA, 95131
I have a thriving health and wellness business that is doing well. I have a good problem, however as they say, more money more problems. Taxes are an issue...
425 Market St San Francisco, CA, 94105
She crunched the #'s and developed a plan, all while listening to what my priorities where. We came to a course of action that takes advantage of all the...
550 Park St Alameda, CA, 94501
Dragon helped us get our financials organized. First step was consolidating and streamlining a lot of our accounts. We appreciate guiding us on how to keep...
1700 S El Camino Real San Mateo, CA, 94402
Jirayr is a fantastic financial advisor. He has been our advisor for over 4 years. We are a busy family with small children, and we had always put off...
535 Mission St San Francisco, CA, 94105
Highly recommend Sean! In just an hour he helped us get our financial life organized, looking at both short and long term goals and gave specific next...
222 Columbus Ave San Francisco, CA, 94133
I have used many banks and only had a few "personal bankers". And of the bankers who have been assigned to me, Dale Marie is the best. Any time I have a...
Lower Hills Oakland, CA, 94610
Francis is a life saver, plain and simple.
I was trying to figure out a complicated issue involving RSUs, ESPPs, an old W2 and my current W2. It was around...
1607 35th Ave San Francisco, CA, 94122
Vincenzo Scalisi is the best mortgage broker I've ever worked with. He's cultivated relationships with the lenders he works with, and is able and willing to...
1635 Irving St San Francisco, CA, 94122
I have been doing my taxes for a couple of years now. Needless to say, taxes are a new world to me!
Akram has been extremely patient to answer ANY...
294 Lawrence Ave South San Francisco, CA, 94080
We just recently bought our house and could not have done it without plenty of help from Stangl Advisors. We were ready to get into our first home and In...
825 Van Ness Ave San Francisco, CA, 94109
My wife and I wanted to know exactly what our retirement picture would look like, and what we could do today to improve our future. Mike didn't sugarcoat...
201 Spear St San Francisco, CA, 94105
Here is another We Love First Republic Bank review. But seriously, my parents were supported thru a very tough business period 10 years ago by this bank...
101 Pine St San Francisco, CA, 94111
If I could give 1 million stars I would! Miguel Palma and his wonderful staff and family have changed my life and blessed me in ways I can't even express....
11840 Dublin Blvd Dublin, CA, 94568
I've been an Index Gurus customer since 2006. The service is great and the advice I've received has been top-notch. The quarterly management fee is...
5350 Paso Del Rio Way Concord, CA, 94521
I've been a TechCU member since 1999? 1998? It's been a long time. I had originally set up an account in one of the South Bay branches. Since then they've...
1449 Mission St San Francisco, CA, 94103
Guy is a very thoughtful advisor. He helped me in advising my grandma when she had a difficult financial situation after my grandfather passed. As a CPA...
1050 Marina Village Pkwy Alameda, CA, 94501
Mary is incredible! Her warm inviting personality and clear knowledge of all things tax related make her a no-brainer choice for an accountant in the...
1415 Grand Ave Piedmont, CA, 94610
I love this firm - extremely personal and professional service. I moved cross country, still use them, and will continue to do so.
369 13th St Oakland, CA, 94612
Samy is a PRO
A specialist that cares
As a practicing attorney I chose Samy from the many CPAs I know to review and evaluate my personal tax situation.
150 Executive Park Blvd San Francisco, CA, 94134
I was pleasantly surprised to walk into this branch last week. First of all they have a private parking lot and who doesn't like free parking. Next the...
279 W Portal Ave San Francisco, CA, 94127
Jutta came recommended by a friend of ours a few years ago and I now highly recommend Jutta!
After finding mediocre accountants in the past we now only...
2250 Union St San Francisco, CA, 94123
That was SO EASY!
What I really liked about having Devin at Class 5 Tax help me this year was I could do all the entry and busy work myself online first,...
317 Washington St Oakland, CA, 94607
I have been a client with FYCC for about 3 months and I have received great results so far (a total of $6,939.00 deleted due to ID Theft). Christina has...
388 Market St San Francisco, CA, 94111
Financial Planning isn't something I'm good at... Saving money, isn't my forte! The entire aspect is daunting and overwhelming to me!
I've worked with...
2150 Shattuck Ave Berkeley, CA, 94704
I've been a client of Jason Matthews for several years now. Since becoming a client, I have become educated on maintaining and increasing my finances, as...
240 3rd St Oakland, CA, 94607
I went through the CCCSF program for 4 years. Ithey helped me go from 13,000 worth of credit card debt to $0. My payment was $400/month, but as the credit...
SoMa Concord, CA, 94105
I suffered from "terminal vagueness" when it came to managing my finances and was overwhelmed by the idea of ever getting a handle on managing my cash flow....
1693 Polk St San Francisco, CA, 94109
I moved back home to SF almost two years ago after living on the east coast for awhile where I was banking with Chase. I figured banking with a big...
653 Irving St San Francisco, CA, 94122
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