Financial Advising near Fremont, CA
21 locations found near Fremont
View Map9:30AM - 4:30PM
2450 Peralta Blvd #222, Fremont
Financial Advising
Financial Advising
“I opened my account with Sze Kwok in this office, she was born in Hong Kong, went thru English schools in Hong Kong, speaks perfect English, Cantonese, and Mandarin Chinese. She helped me transfer my account from another brokerage and always answered my phone calls or emails within a few hours. She is nice, pleasant, and knowledgable, now I have more than a million in my account and I am planning to consolidate my other accounts here as well.”
Financial Advising
“tl;dr: I have been working with Christine for over a year, and in that time she has helped me feel comfortable with finance for the first time in my life and increase my net worth by over $100k.If you are looking for someone to take you from financial chaos to order, predictability, and to develop or increase your financial literacy, Christine is your coach!I approached Christine after I separated from my partner who used to handle all our finances. At the time, I got very triggered and emotional even talking about finances or money or budgeting.Christine helped me develop a baseline of financial literacy and understanding, and build up from where I was to now where I have several different savings and investment vehicles, and a way for me to track my expenses.During our time together, I would find things that were triggering or hard for me, then take those to my therapist to work through all the emotional baggage, then come back to Christine to help me move forward practically. She was very patient with me in this process, and as a result of per patience and consistency, all of her coaching has stuck with me and been deeply integrated into the rhythms of my life.Christine has been very open to me finding ways to think about finances that work for me and my ADHD brain as well as fears around finances. Rather than using a huge spreadsheet for all my monthly expenses, she worked with me to average out all my expenses and then set up different accounts that represent buckets for me - this way I am always within my budget without the arduous and impossible tracking. When I was scared of investing, she helped me to find books that explained all the systems so I felt more knowledgable and resourced in moving forward.Now that we have things on track, I still meet with Christine every quarter for a tune up and check-in, and I always appreciate her coaching and well-timed reality-checks”
Financial Advising
“I've used David for my complicated taxes for several years and he has done a great job. The whole process is quite smooth from the list of documents that asks me upload to the draft taxes followed by the submission. This year he went beyond just doing the taxes and helped me out on a tax split issue with my ex-wife.”
10:00 AM - 6:00 PM
995 Montague Ct STE 212, Milpitas
Financial Advising
“Amazing customer service. I have been coming to this establishment for several years now. Even when I decided to not file through them for a few years they were so welcoming when I returned. They still remembered me and that's a great feeling as a customer. Lan and the crew truly has the compassion to ensure their customers benefit all they can during tax season.I recommend”
Financial Advising
“SJ Accounting Consulting, Inc is my regular go to service for doing my taxes and I absolutely love this firm. They are super punctual and always on time in filing taxes. They are very clear in their instructions on what is needed, and once I provide all documents, the taxes are done seamlessly without any follow ups. This place is such a respite, especially after dealing with so many unprofessional tax guys in the bay area. Thank you Sean and team!”
Financial Advising
“Apex was my long and overdue solution to my Tax issues I had over the years. I have tried all of the standard solutions over the years, and slowly my tax returns shrunk farther and farther. Apex was able to refile past taxes, accounting for appropriate deductions and fixing errors from previous tax solutions, and also helped me prepare going forward to maximize my deductions (Job, stocks and otherwise) and allowed me to get the return I should have had for many years.10/10.”
8:30AM - 5PM
12 Ranch Dr, Milpitas
Financial Advising
“I visited the office on 7/7/2021 afternoon. The stuff were very nice, but my nose was sneezing right after 1 minutes I was in. Then after that I got sick when I was back home, kind of flu type of thing. I hope it is not virus. Now I am taking all kinds of Chinese herbs trying to get rid of it. The air condition of this office is nice and cool, but most important thing is to vent out all old air and bring in the fresh air. Cool air does not mean fresh air. It is better to keep the door open I think. After all, all kinds of customers in/out everyday, should keep the air fresh and vent out all kinds of people's breath for the safety reason. Don't see how Walmart handles this right cross the street of the office? Their warehouse is bigger and crowded, but they vent out the air...most of them. Still I like the branch, and stuff are very polite and helpful”
9AM - 5PM
513 Valley Way, Milpitas
Financial Advising
“Prestige mobile home repair did a excellent job, fixing holes in the floors replacing old rugs and replacing with panels. It looks great and feels good. Tony Boss was so kind and his workers were really efficient and respectful. Would highly recommend them for mobile home repairs.Linda Quinones Fremont”
Financial Advising
“Greg has a very sharp pencil. He and his team at Adap Tax took on my complicated tax return and grew roses. Not only did he thoroughly go through every aspect of my filing, he stayed in touch with me either by phone or Email. Whew! Glad my smart son recommended him.”
8AM - 4:30PM
5980 Stoneridge Dr STE 104, Pleasanton
Financial Advising
Financial Advising
“Andrew has been very helpful in converting our finance systems into Intacct. He was great in helping us to fully understand the robust capabilities of the Intacct and moving us into the a near full digital process. I am very excited to unlock the power of Intacct, 6 weeks in and it is already amazing.”
Financial Advising
“Walked in without an appointment to open a brokerage account. Still the representative helped us with the application! She was friendly and warm, even helped with taking printouts. Had a smooth experience !”
Financial Advising
“Several years ago I brought my extremely (bad) tax situation to Jeanine . I had not filed personal and business taxes for years ! I was getting threatening letters from the IRS and the state tax franchise tax board. She was able to recreate my books and file (or refile as needed) she took control of my tax situation and guided me step by step (year by year) until my situation was completely resolved. It was a process that took about 2 years. Today I use her services to make sure I have a professional tax preparation and filing every year. I want to thank her for her saving me from tax hell!”
8:30AM - 5:30PM
2479 E Bayshore Rd #200, Palo Alto
Financial Advising
9:30AM - 5:30PM
16 Corning Ave # 262, Milpitas
Financial Advising
8:30AM - 5PM
3825 Hopyard Rd Suite 124, Pleasanton
Financial Advising
Financial Advising
8:00 AM - 5:00 PM
7077 Koll Center Pkwy #183, Pleasanton
Financial Advising
Financial Advising
Financial Advising
“Professional Tax Services is the best! Neil made it so easy to understand my new businesses taxes, helped with retirement plan set up, and provided so much knowledge on tax preparation for a newbie. Highly recommend!”