About NC Financial Group | San Francisco
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.
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.
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
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.