Reviews for NC Financial Group | San Francisco

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  • Mar 2024

    After meeting Mr Cassavrande through my boss who’s a mutual friend. I was immediately impressed with his very open and upfront direct ways. You know exactly what he’s thinking and what he’s doing at all times. We’ve decided to take the leap and work closely with him and his team to secure our finances that is best for our needs. I find him to be very professional, honest, fun, and extremely easy to talk to.

  • Nov 2022

    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...read full review

  • Oct 2022

    Nicholas took me as a walk-in, 5 days before the tax deadline. I had a complicated case and he walked me through all the paperwork, including forms I had not known about. Great guy - will be back with my wife next year.

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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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