Best Financial Advisors in Pittsburg, CA

“Bill Egan has been a thoughtful and patient agent for Mrs Carroll for many years and his judgment has always been good; and where we have thoughts and opinions he is a good listener and adjusts his plans to suit us.”

“Not only did he take the time to answer all my questions, but he took the time to explain the different options i had, ran my numbers using both standard & itemized methods to help understand which route would bring me the bigger return.”

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

“He offers an online portal for sensitive information and he's SUPER responsive and follow-up, whenever I have questions that need to be answered.”

“It protects my assets even during this volatile market, contains sufficient growth while protecting the downside, addresses tax efficiency in retirement, and has worked with me to define a working budget for retirement taking into consideration regul...”

“My dad Tony recommended him and helped my file my taxes last year and I will definitely be going back !”

“I love his approach of helping educate me so that I know what we're doing, and why—and that he truly wants to make sure I get ramifications of decisions before we do anything.”

“The person I spoke with had an outstanding knowledge about the property listings.”

“Nancie and Mark, both in their early sixties, are high-income earning, busy professionals with jobs they enjoy. Retirement suddenly seems to be a not-so-distant reality, and they're finally ready to focus on formalizing their future plans, but they a...”

“The management rates are very competitive and once you achieve the lowest rate from going over their threshold it stays at that rate for the duration of the accounts!”

“Take a look at our Home page. Stanley Pollock CPA is a full service tax, accounting and business consulting firm located in Walnut Creek, CA.”

“I tried a few different preparers and the one thing I knew I would get out of them was non solicited advice that just wasn't going to help me or the situation.”

“Good listener, compassionate, very knowledgable.”

“I have entrusted my investments to Greg Van Kesteren for years.”

“He's always eager to help, he has a great grasp on all of the features and functionality of Quick Books and his insight on accounting concepts is such an asset to our team.”

“When you work with AssetMark, you don't just gain compelling wealth management solutions—you gain a team of experienced professionals committed to your success. We'll work with you to evolve your business practices by identifying gaps and responding ...”

“Been going to Tom for more then 20 years each and every time have been perfectly done and always answers questions and has the correct answers..”

“The online systems we used where easy to use and understand and to this day I know that if I needed something addressed, I will be taken care of quickly!”

“Feeling like something is missing from your current portfolio or financial plan? As your portfolio grows and evolves, you may find that your current advisor doesn't have the right degree of expertise or time to help your portfolio reach its fullest p...”