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B.o.l. Global

(37)

Tax Return
Feel
Questions

“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, ...”

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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.”

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Golden Trust

(41)

Questions
IRA
401k

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

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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.”

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David D Tobkin, CPA

(1)

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

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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.”

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The 24 firms listed for San Mateo, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: San Mateo, CA

The 24 firms on this page are rated from 4.0 to 5.0 across 683 reviews; 2 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (77%) and responsiveness (77%). 2 are open on weekends. The services the firms on this page list most often on their websites are business services (3), investment management (3), tax services (3), quickbooks services (2) and services for individuals (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers remote or virtual consultations; 4 offer payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 19 list a public email and 10 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside San Mateo listed here?

2 of the 24 firms are located in San Mateo. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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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.”

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The Advisory Group of San Francisco - Financial Advisors

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Monroe Wealth Management

(28)

Goals
Strategy
Retirement

“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.”

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Flournoy Wealth Management

(1)

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

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Focusyou

(1)

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

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Citrine Capital

(12)

Team
Advisor
Feel

“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...”

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True Root Financial

(11)

Financial Advisor
Manage
Tax

“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 ...”

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Patrosso & Associates

(10)

Goals
Meetings

“He even developed a spreadsheet for me to help make projections from a numbers standpoint which helped me visualize and get excited about my goals and taking actionable steps towards achieving them.”

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Dogpatch Wealth

(16)

Financial
Retirement
Addition

“He has been able to advise us on standard investing both inside and out of our retirement, give advice on 401k investments that are not with him, and found other financial products that have proved to be quite lucrative.”

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Insight Capital Management

(15)

Team
Confidence
Feel

“Insight Capital Management was recommended to us by a friend and we have thoroughly appreciated their thoughtful, careful and friendly way of helping us make decisions that will impact our financial well-being for years to come.”

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Eikel Tax & Financial Solutions

(2)

“Suzanne has helped us with numberous finance related tasks and has taken the time to work hand in hand with us on items we needed to understand as owners of a small company.”

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Hanke & Company Wealth Management

(12)

Confident
Goals
Future

“He noticed that I was putting some of my savings into the stock market through private brokers before I had maximized my 401k, so we were able to take some action and sell some of the stocks which had taken a loss to avoid tax penalties.”

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Taxulo

(11)

Team
Price

“I had 7 year of unfiled taxe return and I owed over $100 in back taxes now I I owe nothing and I sleep like baby excellent work”

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Dragon Financial Group

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NWK Group

(1)

“Thank you NWK back on track!”

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Diamond Oak Wealth Partners - James Bassett

(5)

Goals
Financial Advisor
Knowledge

“I have been working with James for over 5 years now, and I can honestly say that he has made a significant positive impact on our financial life and is always looking for ways to help us continue to achieve our goals as i life has changed over the ye...”

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Ken R. Anderson, CPA

(15)

Questions

“They're also very knowledgeable about current laws and tax stuff that I don't think normal people keep track of, and I think that's really helpful when you're busy trying to keep your business going in the right direction.”

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Secure Retirement Financial

(9)

Team
Email
Research

“So, in summary, I have found Secure Retirement to be a very solid firm to work with under any circumstances with which investors may be confronted and would recommend the firm to anyone looking for a first rate, honest, competent and productive inves...”

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Best Financial Advisors near San Mateo, CA

B.o.l. Global

Sunnyhill Financial

Golden Trust

RHS Financial

David D Tobkin, CPA

Financial Zen

Area overview: San Mateo, CA

Snap Advisory

The Advisory Group of San Francisco - Financial Advisors

Monroe Wealth Management

Flournoy Wealth Management

Focusyou

Citrine Capital

True Root Financial

Patrosso & Associates

Dogpatch Wealth

Insight Capital Management

Eikel Tax & Financial Solutions

Hanke & Company Wealth Management

Taxulo

Dragon Financial Group

NWK Group

Diamond Oak Wealth Partners - James Bassett

Ken R. Anderson, CPA

Secure Retirement Financial

Why these companies made our list

Financial Advisors near San Mateo

Popular in San Mateo