Financial Advising in Redwood City, CA

6 locations found near Redwood City
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“We have been working with Raul (Reliantbiz) for several years. The reason that we have stayed with him for this long is because of his knowledge in tax return preparation, latest tax laws, taxes in general, investments, financial planning, and most importantly his willingness to educate us.Raul shares his knowledge with us, he is available to listen to our concerns and questions, he returns our calls and answers our emails, and he always provides sound financial recommendations. Overall, Raul is one the nicest business men we had the privilege of knowing.I am writing this review to say thank you to Raul and to acknowledge a small business that provides a valuable one-on-one service between the provider and the client, especially in this day and age.Thank you Raul.”

4.6 Superb11 Reviews

“The Best Bank Ever.Great service always. I stayed with them even with others panicking because I didn't want to be part of destroying the only bank I've ever found with terrific customer service. Now that it's been taken over by Chase (which broke into our safe deposit box without notifying us, even though those fees had been regularly paid, and sent everything to the State as unclaimed property,) I can never trust that bank again. Another problem with the big banks is that they have a single phone number--you can't call the branches--and are faced with a confusing, multiple-guess menu with many barriers, if you can even get to a live person. If you do get someone live, it's likely they'll be in some foreign country and have limited English proficiency, and I don't want my banking information accessible to people who aren't even in the United States. Sad that depositors panicked and destroyed this wonderful bank. While I'm glad Chase will evidently protect my balance, their terrible customer service means I will bank elsewhere. I feel awful for the employees whose lives have been upended and hope they fare well.”

4.1 Good19 Reviews

“Kermit is not only an amazing CPA, but a great human being in general to boot. If you are looking for your stereotypical green visor CPA with an oxford shirt and tie - Kermit & Key Financial Solutions might not be the place for you. If you are looking for somebody with an immense depth of tax knowledge who can explain things to you in plain English - Kermit is your accountant. He is knowledgeable, personable, and just a joy to be around who helps regular people navigate our insane tax code in a cost effective, professional, and helpful way. No frills, just quality honest work.”

4.2 Good5 Reviews