Financial Advising near Fremont, CA
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7 locations found near Fremont
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3161 Stevenson Blvd, Fremont CA 94538
“When I was searching for an online brokerage years ago, one of my main requirements was 24/7/365 chat. Schwab was the only online brokerage that offered this. In combination with its solid reputation and relatively long & stable history, that pretty much made my choice a no-brainer. Since that time, I’ve discovered so many other things I like about Schwab, including the many features that its accounts offer and the professionalism/knowledgeability of its staff. All kinds of research and ratings that can be accessed easily on the website. And it’s great that they eliminated those annoying trading fees a few years back. The only downside is that navigation can be difficult at times (a bit more complicated than I’d like, to figure out how to do things) but I have no regrets and will continue to keep my accounts there.”
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2450 Peralta Boulevard Ste 111, Fremont CA 94536
“I have used Professional Tax Services for over 20 years. They provide the individual assistance necessary to avoid any year-end tax surprises. They track and understand my tax history, so I don’t forget to provide a critical document. They understand the tax code and are available during the year, not just tax time. I trust them with my most personal information.”
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Expedition Lane, Milpitas CA 95035
“Fantastic service! We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!”
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12 Ranch Dr, Milpitas CA 95035
“The reception desk was occupied, but someone from an inside office came out and helped me with my paperwork. It was handled quickly and professionally. I spent less than 5 minutes overall.”
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995 Montague Court Ste 212, Milpitas CA 95035
“I have been a loyal client of GC Tax since 2012, and I can confidently say their professionalism and commitment to client service are unmatched. Over the years, they have consistently delivered accurate, timely, and dependable tax services. Special thanks to Lan, who has been assisting me year after year with exceptional knowledge and care, and to Nini, whose professionalism and warmth make every visit a positive experience. GC Tax has earned my trust, and I highly recommend them to anyone looking for dependable tax experts.”
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4160 North First Street, San Jose CA 95134
“I came to this location to make a deposit. The line was huge and a young man by the name of Lucas was helping everybody — from troubleshooting an account issue for one person, to helping another person fix his lost password, to making coffee for a lady, and then helping me deposit my check. I was so amazed at his service that I felt compelled to write something positive. You are doing a great job, Lucas, and I hope you get recognized for the superb effort you put out there despite the obstacles. I recognize and applaud your effort and contribution at this branch. Please keep up the good work!”
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6421 Potrero Drive, Newark CA 94560
“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!”
