View Profile

George Dimov CPA

(45)

Individual Tax, Business Tax, Accounting

“Thanks to their fast and high quality work, we are able to submit grant applications (which regularly request a financial review or audit as part of the submission documents) without missing a beat, which helps us make sure that our organization can ...”

i

View Profile

Litherland, Kennedy & Associates

(45)

Trust
Questions
Seminar

“In addition to writing trusts for several family members, their geriatric care manager, Dedra Jize has walked us through the change to assisted living.”

i

View Profile

Bridgewater Certified Public Accountants

(23)

Dental Practice Services, Quickbooks Services, Business Services

“They respond quickly, are honest about what they know and what they need to check up upon, engage appropriately with the right set of questions, and ultimately have recommendations which are practical, cost effective, and realistic.”

i

View Profile

B.o.l. Global

(37)

Tax Planning, Business Services, Payroll

“My experience here was beyond what I expected, Ling is fun to work with, she is helpful, professional and responsive, super easy and fast process, making doing taxes a breeze not a drag, everyone in the office is very friendly and professional too, ...”

i

View Profile

Sunnyhill Financial

(47)

Refinance
Mortgage
Responsive

“At one point we were exploring a lot of different options from a condo purchase, to a single family home, to a multi-family home with my parents, and she thoroughly explained each path and the costs/terms associated with each.”

i

View Profile

Financial Rescue

(47)

Questions
Account
Negotiator

“This review is for Al, my client representative from Financial Rescue , when they change my client representative I thought he's the same with other ones who don't respond and listens to my concern regarding my account.”

i

View Profile

Gale Ranch Notary, Apostille and Financial Services

(33)

Price

“Govind is very experienced notory and his rates are very reasonable for the kind of service he provides , I would recommend Govind highly for any notory job , he is very accessible and always ready for the help even in early times”

i

View Profile

Golden Trust

(41)

Questions
IRA
401k

“Thao was very thorough in explaining my tax situation and potential deductions.”

i

View Profile

RHS Financial

(33)

Team
Confidence
Managing

“We have been working with RHS Financial (Alex Caswell) for the last one year and have been incredibly satisfied with our interactions, their approach to managing our finances and all the other support they provide through out our relationship.”

i

View Profile

Imax Credit Repair Firm

(23)

Credit Repair Programs, Credit Repair Goals

“A couple weeks later I received an email from him stating that the negative marks had been removed from my credit report and on top of it would not be charging me any fees because they had been taken off removed automatically.”

i

View Profile

David D Tobkin, CPA

(1)

Services For Individuals, Business Services, Tax Services

“Did great work for us in a difficult tax situation.”

i

View Profile

Financial Zen

(27)

Team
Retirement
Goals

“I continue to be an ongoing client because he offers so much value in managing things like tax loss harvesting, portfolio rebalancing, mid-year tax projections, 401k Roth distributions, and more.”

i

View Profile

Snap Advisory

(27)

Questions

“Patti and her team really help their clients - they prepare a well thought-out income tax planning packet every year, and it allows me to pull all my year-end documents together and file well in advance of the deadline, with less stress.”

i

View Profile

Sunshine Pro Accounting and Tax

(21)

Questions
Accountant
Tax Services

“He took the time to learn about my financials in detail, including personal and real estate income, walked me through options, prepared all the documents, and reviewed them with me in detail.”

i

View Profile

Duan Wei-Maynez CPA

“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...”

i

View Profile

Steve Rabin CPA

(8)

Tax Services, Services For Businesses, Services For Individuals

“Those colleagues' matters have included a sophisticated executive with business transition issues, a case with a 10-year shoebox of IRS paperwork left by a faux-accountant, and review of a complex founders' stock issue.”

i

View Profile

The Advisory Group of San Francisco - Financial Advisors

Personal Wealth Management, Investment Management, Retirement Plan Services

“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

View Profile

Ami Shah CPA

(18)

Tax, Small Business, Fbar

“I recently had the pleasure of working with Ami Shah CPA firm on foreign disclosure matters, and I couldn't be more satisfied with their expertise and service.”

i

View Profile

Monroe Wealth Management

(28)

Business Owners, Tech Employees, Investment Management

“He's helped advise my retirement and personal savings investment strategies, pushing me to think more long term about my financial goals and how I get there.”

i

View Profile

Books IN Balance

(8)

Accounting & Bookkeeping, Quickbooks Training and Setup, Startups

“They literally took the entire back end of the office and reworked everything from overseeing a server installation, installation of new accounting software and utilities to manage my resources better.”

i

View Profile

Flournoy Wealth Management

(1)

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

i

View Profile

Focusyou

(1)

Financial Planning and Coaching, Investment Management

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

i

View Profile

Citrine Capital

(12)

Wealth Managagement, Comprehensive Financial Planning, Asset Protection and Risk Management

“Whereas other financial resources I've worked with in the past have had really narrow scopes (just tax, or just investment) that left me spending hours of research to plug in the gaps, I really value the fact that I can go to one team for every quest...”

i

View Profile

True Root Financial

(11)

Comprehensive Financial + Investment Planning, Investment Management

“For a complete novice to the financial world and to investing like myself, Roshani has been remarkable in her tailored approach to financial advice, answering all of my questions about risk and return, allaying my concerns, and helping me understand ...”

i

Average Cost	$3505
Minimum cost	$1169
Maximum cost	$9930
Avg Per Hour Rates	$351

Best Financial Advisors in San Mateo, CA

The highest-rated Financial Planning & Wealth Management companies out of 141 vetted & reviewed in the San Mateo area.

George Dimov CPA

Litherland, Kennedy & Associates

Bridgewater Certified Public Accountants

B.o.l. Global

Sunnyhill Financial

Financial Rescue

Gale Ranch Notary, Apostille and Financial Services

Golden Trust

RHS Financial

Imax Credit Repair Firm

David D Tobkin, CPA

Financial Zen

Snap Advisory

Sunshine Pro Accounting and Tax

Duan Wei-Maynez CPA

Steve Rabin CPA

The Advisory Group of San Francisco - Financial Advisors

Ami Shah CPA

Monroe Wealth Management

Books IN Balance

Flournoy Wealth Management

Focusyou

Citrine Capital

True Root Financial

Retirement Planning and Investment Management Services in San Mateo, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near San Mateo

Popular in San Mateo