Financial Advising in Burlingame, CA
6 locations found near Burlingame
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Financial Advising
Financial Advising
“I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals. Despite studying economics, I didn't really understand how to even get started with planning my finances, and they really have made it easy. It's great that they also have expanded their practice to serve clients in Texas where I am.”
Financial Advising
“A first-time customer visiting their physical office because I couldn't complete opening an account online from home.There's no front desk, but the staff was prompt to check in with me when one of them finally had a moment before assisting his other client.The total wait time was about 40 minutes (I arrived at noon), but again, the staffs did what they could when they could... to check in with me twice and to ensure I'm not just being abandoned, lol.And all I had to do was complete opening a new account on their iPad... which was sitting on the desk where I was waiting. I wish they would have just told me to try that while they're busy with other client.But now we know...Overall, very nice staffs and I got what I needed to be done.”
10:00 AM - 5:00 PM
1450 Howard Ave, Burlingame
Financial Advising
“Ezequiel is the best banker, not just because he has the same name as me! Giesi and Justine are dope, the manager is cool he will get your finances into shape! , I think they should all get a raise and a fully payed vacation, they are awesome !! Please hire more people like them.”
10:00 AM - 5:00 PM
1450 Howard Ave, Burlingame
Financial Advising
Financial Advising
“Absolutely the best business bank in town - bar none! From their branch manager Jason, to all their bank officers: Anna, Rachel, and Fabian, they are all professionals ready to serve your needs. They all go over and above their call of duty.”
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“Harry Jeung CPA has been doing taxes for our company the last few years & they always guide us about our deductions & explain tax laws. We send them our QuickBook files so they can see our records. Highly recommend them!”