(925) 754-9299 View Profile

Tax Advantage

(4)

“Excellent service for the past 9 years.”

i

(650) 315-7372 View Profile

Vested Financial Planning

(6)

Services & Pricing, Comprehensive Financial Planning

“Tom did a wonderful and thorough job of answering my questions and informing me a variety of topics from RSU's, asset building, retirement planning etc.”

i

(415) 924-1091 View Profile

Financial Connections Group

(1)

Fee-Based Services, Financial Planning

“They use NO investments with advisor kickbacks - all their income derives from quarterly fees based on portfolio size.”

i

(925) 284-6880 View Profile

Wallace Advisory Group

(2)

“As a self employed professional they have helped me choose the best way to invest and save for my retirement and near future.”

i

(925) 962-1100 View Profile

Concentric Wealth Management

(1)

“Very competent in their approach to investing.”

i

(510) 868-4981 View Profile

Efficient Tax Solutions

(25)

Job
Questions
Expertise

“Excellent service , very professional, inspiring trust and solving tax related problems in the contra costa county, we are so grateful to have such great office where we know we will find am answer.”

i

(925) 866-7800 View Profile

Summit Financial Group

(4)

“After my mother succomed to her dementia and was unable to continue controlling her finances the advisors here were very helpful in transferring power of attorney to me.”

i

(925) 322-3131 View Profile

Gale Ranch Notary, Apostille and Financisl Services

(28)

Price

“Completely professional and explained everything (these were documents written in a foreign language that required an Apostille from the Secretary of State, so everything had to be exact).”

i

(925) 524-0918 View Profile

Mt Diablo Tax Pros

(19)

Quickbooks Services, Tax Services, Services For Individuals

“He's very careful to check & double check, reviewing each area & item relating to all aspects of not only the paperwork, but great care is also taken with the people he serves.”

i

(510) 223-6300 View Profile

PH Tax & Wealth Solutions Cpas

(3)

“A highly respected, competent , knowledgeable and professional people providing valuable expertise in financial management , tax preparation, investment , and more.”

i

(925) 676-2187 View Profile

Fortune & Fortune, Cpas

(1)

“They always do a great job and still continue to do my tax services even though I no longer live in the area.”

i

(650) 343-8522 View Profile

Sevilla Financial Services

(1)

Individuals, Payroll Services, Business Valuations

“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!”

i

(650) 242-1937 View Profile

Sunshine Pro Accounting and Tax

(20)

Accountant
Tax Services
Questions

“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...”

i

(925) 790-2600 View Profile

Armanino

(2)

“Amazing people, great culture and benefits.”

i

(925) 354-1090 View Profile

Index Gurus

(16)

Feel
Understand
Future

“He makes himself available, responds to emails promptly (big plus), is not pushy (another big plus), makes good recommendations and explains things so that I can understand them (I'm at the remedial level when it comes to investing).”

i

(925) 362-9571 View Profile

Insight Capital Management

(16)

Goals
Feel
Strategy

“The team at insight capital is very knowledge, easy to work with, and we feel like they have a genuine interest in achieving the best for us and our financial future.”

i

(925) 359-3230 View Profile

Eikel Tax & Financial Solutions

(2)