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BestProsInTown

Financial Planners near Woodside

Financial Planners near Woodside picked by BestProsInTown

Schneider Wealth Management

Schneider Wealth Management

2995 Woodside Rd #400, Woodside

Wed 9AM - 5PM

5.0 5 reviews

“I am really glad I have been with Schneider Wealth Management over 15 years because I have confidence in my retirement. As I built my career from a Software Engineer to a Silicon Valley executive, I needed to find support so I could focus on my job and working with a CFP enabled me to move forward with confidence. Very glad turned to Schneider Wealth keep up with everything, and I could trust to answer my questions. And now on the other side of that decision to work with Schneider Wealth it is with great enthusiasm I can look back and know that it was a great decision. Meanwhile I have friends who tried get rich quick schemes or tried to do it all themselves and they are not faring as well.”

Bay Financial Company

Bay Financial Company

220 Baldwin Ave, 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.”

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