Financial Planners near Redwood City

“I have known Steve for a number of years through a mutual friend who's portfolio Steve manages. Our mutual friend is an extremely smart, astute investor in the real estate field. Steve has served him very well as manager of his assets. My interactions with Steve have all been very positive. I recently originated a reverse mortgage for one of his clients. Steve took a personal interest in the transaction making sure the product was appropriate and in the best interest of his client, and followed the process through completion. Once he gave his blessing to the client to go forward, Steve's office was very responsive in providing the documentation the lender needed to do the job. A big thank you and unqualified recommendation of Steve and staff. Rick Southern“

“Erik Davis has been our financial planner for a few years now and we can't say enough great things about him and this company. Erik has been incredible in helping us plan for our family's future and invest our money wisely. We feel so much more secure knowing that Erik is looking out for us and helping to guide us to "financial independence" as he puts it :-) Even though I am sure we are not one of his wealthiest clients, he treats us as if we are and is always prompt at returning calls and emails. His assistant Pam is also wonderful. I highly recommend Navigation Group and Erik in particular..“

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“I was looking to buy a home, but with the mortgage rates as they are, well let's just say my search was stalled. Until a friend recommended Bay Financial Company. Darya Gringauz not only led me step by step on what a first time home buyer needs and should know, she and her team also solved my mortgage dilemma. They have reinvigorated my dream to have a home to call my own. Thank you Darya and Bay Financial.“

“Marty and I have built up a strong relationship over the many years that he's been my financial advisor. As someone who fully understands my circumstances and needs, he is entirely trustworthy, highly competent, and a pleasure to work with.“

“Kalvin offers comprehensive financial knowledge as we plan for a growing family, buying a home, and starting a business. Despite my own lack of financial knowledge, Kalvin was able to explain things in a way I could understand, and feel understood. He listened well, offered advice in line with our family's values and goals, and had all the next steps and referrals we needed.“

“I have worked with Meredith since 2019. Highly recommend her. She is both numbers-smart and people-smart, meaning she really listens to you and tailors strategy based on your goals. She is a great communicator, with a special talent for distilling financial situations into clear, concise terms.“

“My experience with Steven Brickley, from Brickley Wealth Management, was nothing but positive. I spoke with him via phone for about 30 minutes today. He provided solid information and answered all of my questions. He even provided more information than I was expecting, which I totally appreciated.“

“It is a great experience working the the folks at Summitry. They stay in constant contact to solicit feedback and address any concerns their clients may have . Since retirement Summitry has been proactive in managing my assets staying ahead of market volatility. I am happy with Summitry's performance six years into retirement and recommended them to anyone planning a retirement strategy.“

“Seth is a client advocate beyond expectations. He helps you create a financial plan based on your goals. As a Registered Investment Advisor, he is not paid commissions by third parties. Seth created a custom plan based on my individual needs. I have learned more with Seth and had more success with him than I have experienced with previous brokers. Highly recommend.“

“I saw Peter Evans for estate planning advise. I give him the highest marks for listening & advising me based on my needs and desires, rather than a cookie cutter approach. He offered advise over a wide range of concerns. There wasn't even a hint of sales pressure. He is truly helpful.“

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“Chuck Green is the best! I have relied on him to help me with several refinances because my financial situation is a bit tricky for most lenders. On the last refinance, as with the previous ones, he worked very hard to get the timing right for the lowest rate possible. He was always very responsive to questions (usually responding almost immediately, even on weekends!) and offered suggestions and good advice to make the process go as smoothly as possible. He kept me well informed and virtually held my hand throughout the entire process. This was in addition to getting me a very favorable rate with low closing costs. I have full confidence in Chuck's honesty, integrity, and dedication to his clients.“

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