Best Financial Advisors in San Leandro, CA

“Our business was growing rapidly, and Bridgewater helped us resolve issues, speed up tax preparation, and alleviated some of the financial strains we were experiencing.”

“For my US tax returns this year, I needed someone experienced with handling foreign tax credit, tax implications of remote work and multi-state returns.”

“I went to Jasmine for my 2021 tax returns and she did a wonderful job, I like to shop around on yelp and read reviews to save myself the time of driving around and they had the best price and five stars for reviews so i decided to give them a try bec...”

“Since we have begun to work with SDM, we have found ourselves trusting in an relying on them, and as a result have been able to work more freely on the operations of our company.”

“Everyone treats me with the greatest of respect and all the auditors I've placed have gone on to have fantastic careers.”

“As a Freelancer the team at Sevilla Financial Services really are knowledgeable, dedicated and empathetic as far as being there for you every step of the way for most of my Finance questions or concerns and processes!”

“There is an overflow of information and resources available online about wealth management, much of it is flat out wrong or not applicable to my circumstances.”

“While we provide appointment-only services at our conveniently-located offices in downtown San Francisco, Burlingame (next to the new Oculus campus), and Hermosa Beach, our secure web portal ensures that clients are able to share documents with the u...”

“Having worked with Sunshine over the last few years I now see the value of investing CPA and booking keeping services from a firm that has their clients best interest at heart...”

“We know life can get complicated. Every success unlocks new opportunities, challenges, and questions. At The Advisory Group, we take a holistic approach to financial planning and investing that has one goal in mind: helping you create the life you wa...”

“I'd like to recommend Ami for her confidence, her knowledge in tax codes and reporting rules and all that, plus the friendly interactions that she delivered.”

“Amazing people, great culture and benefits.”

“Perotti & Carrade, and specifically Kat, have been our CPA and tax preparer for the last 5 years.”

“Full of helpful information AND a really nice lady!”

“Polin, with Parallel Advisors, LLC, is a great connection to have and an excellent wealth advisor.”

“No matter what your situation is like they will assist in getting you together.”

“The good thing about Jirayr and Citrine is he will explain as little or as much as you want, and actually educates you along the way so you feel empowered.”