Ballast Point Financial Planning

Investing, Financial Advising
Hours: Ballast Point Financial Planning is highly regarded for its comprehensive financial guidance and personalized service. Clients have consistently praised the team's expertise, particularly highlighting Shawn and Drew for their thoroughness and support. The firm assists individuals in creating budgets, handling taxes, and planning investments, including company stock and 529 accounts for children’s education. Many customers have found value in one-time consultations that address specific financial questions, such as real estate decisions and stock options. The tools, templates, and best practices provided by Ballast Point have proven beneficial long after initial engagements, helping clients stay organized and focused on their financial goals. Reviews also emphasize the firm's ability to make financial planning approachable, even for those with a background in economics. Clients report feeling valued and heard, appreciating the team's friendly and attentive approach. Ballast Point's recent expansion to serve clients in Texas has also been positively received. Overall, Ballast Point Financial Planning is recommended for anyone seeking effective financial advice and planning tailored to their unique needs.

• 1.5 miles

  

  Robertson Stephens Financial Planners
• 1.61 miles

  

  U.S. Bancorp Investments - Financial Advisors: David Ellis Financial Planners

1. Burlingame, California