Closed today
66 Franklin St 3rd Floor, Oakland
Financial Planners
“We've been working with Benjamin for the last 2ish years and highly recommend him. He is thorough, patient, knowledgeable, and kind. Talking about finances and future financial decisions are hard topics but after ever session I'm always grateful for his help, knowledge, and pumped for the next 6 months review appointment.“
Closed today
766 Sutter St, San Francisco
Financial Planners
“Working with Roshani and her team has been a fantastic experience. They are excellent partners to have on your side, offering extensive knowledge and assistance across various aspects of financial investments. Moreover, they provided invaluable insights into tax planning. Plus, as someone with a tech background like mine, their insights have been invaluable. It's been a blast working with them, and I totally recommend them to anyone needing financial advice!“
“The bank is in the "Grand Old Lady of California Street", which was the third designated San Francisco landmark. The stone building, which was built after 1906 is majestic with it columns and large windows. The interior is open with ample use of stone/marble, and beautiful ceilings and cornices. I came to open an account and was assisted by Brent, who was friendly and efficient in setting up my account. He provided all the documentation for my records and the information that I needed to set-up my online access. In talking to Brent about the beauty of this bank, he mentioned that I could visit the museum in the basement that has displays on the history of the Bank and the building. The Bank of California museum is down the stairs on the left of the entrance, is open the public and the admission is free. The museum is small and you should be able to browse the displays in full in about 20-30 minutes. It provides a look into the history of the Bank of California and its role in the development of the Western United States. I had a good experience with the opening of my account and had a nice museum tour afterwards.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“I go here once a year to get my taxes done. Paul and his team does a solid job on docs. Never had an issue with any tax return.“