Financial Planners near Woodside

Schneider Wealth Management

2995 Woodside Rd #400, Woodside

Sat Closed

“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.”

Sid Financial Services, LLC

1710 S Amphlett Blvd #128, San Mateo

Sat Closed

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

Bay Financial Company

220 Baldwin Ave, San Mateo

“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.”

Kohlberg Kravis Roberts & Co

2800 Sand Hill Rd #200, Menlo Park

Oak Hill Capital Partners

3000 Sand Hill Rd, Menlo Park

Sat Closed

CLEAR Retirement Advice

1900 S Norfolk St #350, San Mateo

Sat Closed

“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.”

Heritage Financial North

1700 S El Camino Real Ste 375, San Mateo

Sat Closed

MA Private Wealth, Financial Advisors

1355 A San Carlos Ave, San Carlos

Sat Closed

“Marty and I have built up a strong relationship over the many years that he's been my financial advisor. As someone who fully understands my circumstances and needs, he is entirely trustworthy, highly competent, and a pleasure to work with.”

Gosho Financial Group

1900 S Norfolk St #350, San Mateo

Sat Closed

“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.”

Summitry

919 E Hillsdale Blvd STE 150, Foster City

Sat Closed

“It is a great experience working the the folks at Summitry. They stay in constant contact to solicit feedback and address any concerns their clients may have . Since retirement Summitry has been proactive in managing my assets staying ahead of market volatility. I am happy with Summitry's performance six years into retirement and recommended them to anyone planning a retirement strategy.”

Brickley Wealth Management

161 W 25th Ave Suite 204, San Mateo

Sat Closed

“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

1510 Fashion Island Blvd #380, San Mateo

Sat Closed

“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.”

Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor

970 Palo Alto Ave, Palo Alto

Sat Open 24 hours

“Seth is a client advocate beyond expectations. He helps you create a financial plan based on your goals. As a Registered Investment Advisor, he is not paid commissions by third parties. Seth created a custom plan based on my individual needs. I have learned more with Seth and had more success with him than I have experienced with previous brokers. Highly recommend.”

McCarthy Asset Management

3 Lagoon Dr, Redwood City

Sat Closed

“Great set of guys over there. Ryan really helped me out and got my planning in a good place for the future”