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BestProsInTown

Financial Planners in San Mateo

Financial Planners in San Mateo picked by BestProsInTown

7 businesses

Sid Financial Services, LLC

Sid Financial Services, LLC

1710 South Amphlett Boulevard Suite 128, San Mateo

Fri 8:30AM - 5PM

5.0 26 reviews

“I had recently retired early due to medical reasons. I worked for the government and have a TSP fund. Unfortunately, there are many companies just waiting for the opportunity to get their hands on your retirement.<br><br>I am so grateful that Jesus Christ lead me to Kalvin. I was not prepared for retiring so early, it is very scary place to be and my finances was chaos in my mind. When I contacted Kalvin he gave me sound counsel regarding my current financial status. It is very hard to find someone who listens well especially when you are feeling terrified about your financial future and overwhelmed by all the laws and how the market runs etc.<br><br>Kalvin reassured me and gave me some sound advice and already my TSP has shown some gain. I will continue to work with Kalvin, he truly is an ANGEL sent from God.<br><br>Simply put if you are looking for someone who cares about giving sound advice to help manage your financial needs in a world where it seems everything is crazy, I highly recommend you contact him. He will help you by helping you understand stand you financial state in simpler terms and if you have questions he will answer them for you.<br><br>Trust is a hard sell these days so it was a relief to find someone who has my best interest for my future and that is Kalvin. Also, Kalvin thank you for all you patience as I cried throughout our counsel session. :}”

Bay Financial Company

Bay Financial Company

220 Baldwin Avenue, San Mateo

5.0 13 reviews

“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.”

CLEAR Retirement Advice

CLEAR Retirement Advice

1900 South Norfolk Street Suite 350, San Mateo

Fri 9AM - 5PM

5.0 13 reviews

“Jim Schwartz is the kindest, most intelligent, and helpful financial advisor anyone could ask for. After the death of my husband last year Ì sought his help to navigate the many transactions related to accounts and tax ramifications. JIm and Clear Retirement was there every step of the way to deal with countless obstacles of getting multiple transfers done. He coached me in all aspects of my financial decisions, communications, complicated online processes, and helped me make decisions that made sense in the next phase of my life. No worries now that I have a sound plan in place and caring and competent help as my personal needs change. He is a true professional advisor with my needs always a priority. I cannot say enough good things about James Schwartz and Clear Retirement Advice.”

Gosho Financial Group

Gosho Financial Group

1900 S Norfolk St #350, San Mateo

Fri 8AM - 4PM

5.0 4 reviews

“I have been a client of Gosho Financial Group for many years and have been very happy with my portfolio results and the high level of customer service I have received. Carol and her team have always gone out of their way to be responsive to my concerns and questions throughout the years. When my family went through multiple medical crises, Carol was only a phone call away and always remained responsive and focused, providing financial insight and direction that guided our path forward and upward. Carol even made personal visits to check in on us. Gosho Financial Group’s professionalism and dedication to their clients needs is truly inspiring.”

Brickley Wealth Management

Brickley Wealth Management

161 West 25th Avenue Ste 204, San Mateo

Fri 8:30AM - 4PM

5.0 3 reviews

“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.”

SageCrest Wealth Management

SageCrest Wealth Management

1510 Fashion Island Boulevard Suite 380, San Mateo

Fri 8AM - 5PM

5.0 1 reviews

“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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