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Dogpatch Wealth

(16)

Retirement
Meeting
Goals

“My previous experience with other advisors was that they mostly tried to force fit me to their model and were overly focused on selling financial planning, even if what I wanted/needed more of was investment management.”

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George Dimov CPA

(45)

Business Tax, Audit, Real Estate

“My tax situation was a little complicated: 2 different states - asking for credit for payment made to one, change of status from single to married, a few different financial sources - George was great.”

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Litherland, Kennedy & Associates

(45)

Questions
Elderly
Worry

“Having a very difficult inheritance situation that one attorney already flubbed, my impression of the work that was done by Justin Kennedy and mostly his senior paralegal, Azar Khoshkbariie, was timely and on point.”

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Bridgewater Certified Public Accountants

(23)

Forensic Accounting, Non-Profit Organizations, Tax Services

“Bridgewater was recommended to me by an existing client, after discussions with a previous firm left me bewildered about what should have been a straightforward business filing and structuring.”

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B.o.l. Global

(37)

Payroll, Entity Structure Startup, Tax Preparation

“I have been working with Ling for 3 years with filling my taxes, she always makes sure to take a comprehensive look at everything and maximum money back, she gives us excellent advice on how to process and what to do in the upcoming year and we are a...”

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Sunnyhill Financial

(47)

Mortgage
Quotes
Credit Score

“I'm good in Mortgage shopping and i found Brian gave us a great rate for long term rate lock , even better than builder lender with very low LOAN COST and also additional lender credit.”

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Financial Rescue

(47)

Account
Peace
Worries

“Highly recommended , FR help me so much , And I want to give 5 star ,high commendation to Lyca Salvador, she helps me and takes care of me, Everytime I have question she always make sure to call me or text me .”

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Gale Ranch Notary, Apostille and Financial Services

(33)

Price

“Govind was very helpful in time , I need to get some documents notarized for Visa purpose on weekend and he helped me in getting this done in very short time and he was very knowledgeable and patient .”

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RHS Financial

(33)

Confidence
Questions
Retirement

“Alex and Colby are extremely knowledgeable and helpful, always very responsive and informative, and give expert guidance on all of our complex financial planning questions that's very data-driven and really tailored to my financial situation.”

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Imax Credit Repair Firm

(23)

Credit Repair Goals, Credit Repair Programs

“I Max Credit Repair did wonders for me and I learned a lot regarding the process of improving my credit in the long run as well as getting things taken off my credit report that should not have been there.”

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David D Tobkin, CPA

(1)

Business Services, Services For Quickbooks, Industries

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

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Financial Zen

(27)

Retirement
House
Benefit

“The Foundations program helped us understand our goals, get all our assets in order, set up an estate plan, consolidate accounts, save for our kids college, navigate multiple benefit, company stock and 401k plans and ensure we were getting the most v...”

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Sunshine Pro Accounting and Tax

(21)

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...”

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Steve Rabin CPA

(8)

Services For Businesses, Services For Individuals, Tax Services

“My current thinking on why he is so capable at tax is 1) numbers are his friend; he is very capable quantitively (he is a graduate of Caltech); and 2) he has had extensive, in-depth experience working with the IRS.”

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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...”

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(1)

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

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Focusyou

(1)

Investment Management, Financial Planning and Coaching

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

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Citrine Capital

(12)

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

“They will have my business for as long as there is money :-) Whether you are considering a move from general financial planning software to a real CFP, or transitioning from another big faceless firm, don't waste your time looking anywhere else.”

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True Root Financial

(11)

Investment Management, Comprehensive Financial + Investment Planning

“She meets with us individually and helps guide us with our short term and long term goals, breaking down the daunting task of comprehensive financial planning into manageable steps.”

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Average Cost	$3296
Minimum cost	$1099
Maximum cost	$9336
Avg Per Hour Rates	$330

Best Financial Advisors in South San Francisco, CA

The highest-rated Financial Planning & Wealth Management companies out of 185 vetted & reviewed in the South San Francisco area.

Dogpatch Wealth

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

RHS Financial

Imax Credit Repair Firm

David D Tobkin, CPA

Financial Zen

Sunshine Pro Accounting and Tax

Steve Rabin CPA

Duan Wei-Maynez CPA

The Advisory Group of San Francisco - Financial Advisors

Ami Shah CPA

Books IN Balance

Perotti and Carrade

Monroe Wealth Management

Flournoy Wealth Management

Focusyou

Citrine Capital

True Root Financial

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

Why these companies made our list

Wealth Management Advisors near South San Francisco

Popular in South San Francisco