Financial Advising in Palo Alto, CA
11 locations found near Palo Alto
View Map
Financial Advising
Financial Advising
“This is the first year I have had a tax preparer from The Andrikopoulos Tax Services. I couldn't be more pleased. My preparer was Katie Kauffman and she was delightful and competent. The Front Desk, Alice, was also very friendly and helpful. My taxes are comparatively easy and I come organized. Therefore, I did not expect a very high bill and received an eminently fair charge for their services. Note: This was a transfer from another Palo Alto accounting firm that I felt was gouging me for the amount of service they rendered for the past number of years.”
Financial Advising
“Highly recommend coach Carrie. She is incredibly patient, resourceful, kind, smart, and collaborative. We learned as a couple how to release our historical closed-minded beliefs and find new strategies to build the financial life we wanted. We have saved thousands of dollars from using Carrie's methodologies. The ROI has been astounding.”
Financial Advising
“The front desk is no more helpful than that at other investment firms (eg., eTrade, Charles Schwab), but I have a very good CFA, Teresa Lee, whom I can call anytime. My one big complaint about Fidelity Palo Alto is that it is on University Avenue. What a nightmare to get to that office!”
Financial Advising
“Dina Artzt is so wonderful to work with. I've been working with her for the past 20+ years. She has seen me through good and bad times in the markets. I know she always has my best interest in mind.”
Open 24 hours
531 Cowper St, Palo Alto
Financial Advising
Financial Advising
Financial Advising
“Cant speak to the issue with above broker, but can definitely speak to integrity, insight and professionalism Jim Millette and Steven Harman operate with. I have had a portfolio with UBS for 10+ years, during which they always exceeded my expectations. Jim and Steven are always available and extreemely knowledgable on anything I wanted to explore. Even with the down market over the past couple years, I have seen appreciation of 260%+ in about 10 years (and that is with holding positions Jim advised). Contact these two with confidence!”
8:00 AM - 6:00 PM
3075B Hansen Way, Palo Alto
Financial Advising
8:30AM - 5:30PM
2479 E Bayshore Rd #200, Palo Alto
Financial Advising
Financial Advising
Financial Advising in The Nearby Cities
You May Also Like
-
Wells Fargo
7 Locations -
Bank of America
6 Locations -
UBS
3 Locations
“The best 7/1 mortgage rates around. Andrew Holtz is professional and always responsive. I highly recommend First Republic. I referred a friend to the bank and she got a mortgage for her house in San Francisco and had the same experience as me with her loan officer in SF.”