Financial Planners in San Mateo

“Kalvin is fantastic! Always gives good solid trustworthy advice from a biblical perspective. Thank you Kalvin!“

“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.“

“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.“

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“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.“

“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.“

“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.“