Financial Planners near San Carlos

“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.“

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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.“

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“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.“