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Closed today
1900 S Norfolk St #350, San Mateo“We have been with Clear Retirement Advice for over 1 1/2 years, it was a tough decision o hire a financial planner, but I must say it truly has been once of the very best decisions my husband and I have made. I interviewed several advisors before choosing Jim and his staff. I felt Jim was genuine during our meeting. He made me feel very comfortable talking about what we wanted our retirement to look like and where he could help us to make it a reality. Jim always includes us in decisions and helps me remain calm and on track even when the market is turbulent. On our last meeting I told Jim because of him and his team I can sleep at night. I would recommend Clear Retirement to anyone who wants to feel positive about their retirement and financial future.“
Open 24 today
970 Palo Alto Ave, Palo Alto“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.“
Closed today
1900 O'Farrell St # 330, San Mateo“As a software engineer, I highly recommend the Brickly Wealth Management team for their tax and investment services tailored for tech professionals.In particular, Nathan Brickley helped me assess my current tax situation and gave solid strategic advice for the long-term. Above all, he was knowledgeable, professional, and a great problem-solver.P.S. the other google review from Jackie Brickley is fake or misplaced and I flagged it for removal, but in case it's not removed, at least you have this review to help give you context.“
Closed today
1700 S Amphlett Blvd #218, San Mateo“We have consulted with Kevin Sid many times over the years and he has always given us sound wisdom. We just finished another session with him and the information that he gave is invaluable. I invested through him for my SEP and it always did very well. He is a very knowlegable financial advisor.Steve and Patti“
Closed today
790 Laurel St Ste 11, San Carlos“I highly recommend Bay Area Capital Funding. Chuck Green has successfully helped me achieve my residential financing goals not once, but three times as my situation changed over the years. This most recent round I set a high bar, by seeking an aggressive interest rate, flexible terms and quick turnaround, and Chuck helped me find a strong solution. He was also very helpful when my travels took me out of town for several weeks, keeping the process on track and very easy for me.“
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“Meredith has worked with us for 6 years. We appreciate that she is respectful of our goals and investment philosophy. She is communicative and always clarifies what she understands to be our questions. She is always patient with our questions. Her aide, Kim, is a great help as well. We are very happy working with the Schneider Wealth Management team.“