Financial Planners in San Mateo

“Kal Sid is one of the most competent, honest, helpful, and effective financial planners you'll ever meet. I trust no one more than him and his services with my money.“

“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.“

“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.“

“Jim Schwarz has been our wealth advisor for 2 plus years and we are grateful for his wise, honest, and professional advice. Jim has an exceptional service mindset and is highly knowledgeable about retirement planning. He is trustworthy, has a great temperament, and is willing to listen and help us with our questions.
Most importantly, Jim’s work has proven to be very effective for the growth of our retirement portfolio. We highly recommend his services.“

“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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