Financial Consultants near Daly City

“I had a great experience with Mayya Brener and Sarah when buying a house. I felt supported every step of the way. Highly recommend!“

“Never again will we have the trouble of working with another tax prep company! Hilda is incredible and very knowledgeable in preparing taxes not only for a basic 1040 but also for business and home owners. So happy that we met with Hilda, Thank you!“

“I was introduced to them 3 years ago by an old friend. They manage all his retirement funds. I checked them out very thoroughly, going to both their San Fran & FL offices. I decided to try them and have been very pleased. I have moved more funds to them to manage and have referred friends to them who are also pleased.The Florida office has been closed and my representative is Marisa Rothstein in their New York office. She is very professional and brings value to every quarterly meeting. I like the depth of their investment team, King and Doug, and am very happy with their returns on our investments.I would recommend them.“

“Nicholas is wizard at what he does and not only has his clients best interest at heart, he genuinely cares and invests in people. He is not an orthodox financial advisor and certainty is not for everyone, hence the few unfavorable reviews here which are completely unfair. If he's not for you fine, but when you put your trust in him he completely delivers and goes above and beyond what any other accountant or financial advisor would do. He makes the complex and confusing world of the IRS/taxes/business ownership understandable to laymen and keeps a bigger vision for clients as the focus of everything he does. Go to Nick for finance with a heartbeat if not H&R Block will gladly take you.“

“Excellent personal experience and attention to the client. Patrick has a wealth of knowledge and experience!“

“Great service and attention to details. Complementary coffee nice on a rainy morning.“