Reviews for NC Financial Group | San Francisco

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  • Aug 2024

    NC Financial Group, led by Nick Casagrande, focuses on providing a holistic approach to financial well-being for both businesses and individuals. The company believes that all areas of financial health are interconnected and must be considered together. Nick Casagrande is known for his open, direct, and transparent communication style. Clients appreciate his professionalism, honesty, and approachable demeanor. He is described as a wizard in his field, with a genuine care for people and their best interests at heart. One client shared their positive experience of walking in just five days before the tax deadline with a complicated case. Nick Casagrande guided them through the necessary paperwork and forms, leaving a lasting impression as a great guy. While some reviews may be unfavorable, clients who trust Nick Casagrande and his team find that they deliver beyond expectations. He has the ability to make the complex world of finance, taxes, and business ownership understandable to laymen, keeping a bigger vision for clients as the focus of everything he does. In summary, NC Financial Group, under the leadership of Nick Casagrande, offers a personalized and integrated approach to financial planning, with a strong reputation for professionalism, honesty, and exceptional client care.

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From NC Financial Group | San Francisco

Hello, I'm Nick Casagrande. NC Financial Group grew out of the need for my clients to have all the pieces of their financial lives working together in the most efficient way possible. Investments - Tax Planning - Health & Life Insurance - Real Estate - Retirement & Long-term card Whether a business or an individual, we believe you cannot focus on one particular area of financial well-being without considering the other components. Our holistic approach enables us to design integrated wealth 'blueprints' building upon the unique needs of our clients.

Hours

Monday: 7AM - 7PM
Tuesday: 7AM - 7PM
Wednesday: 7AM - 7PM
Thursday: 7AM - 7PM
Friday: 7AM - 7PM
Saturday: 7AM - 7PM
Sunday: 7AM - 7PM

Ratings

Google Google: 3.3/5 BBB BBB: No Rating

NC Financial Group | San Francisco

22 Battery St #401, San Francisco

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