{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“Peace of mind. That is what Risley Sams and his team have given me. My financial goal has always been not to be a burden to my family and sought his advice and guidance for that assurance. He and his associate, Colby Davis, have the knowledge, experience and tools that give me confidence in their recommendations. In addition, they have patience, to clearly explain their reasoning and assumptions to me, to help me in my decision-making. They have always been accessible, available, and responsive. I highly recommend their services; peace of mind is not always easy to find.”
“Very detailed, very attentive, my taxes were meticulously explained and I have been advised over the years how to best manage my finances in order to not over pay or under pay yearly.”
“I've been a client of Citrine Capital since their inception, and have always felt very well taken care of, as an individual, and with my finances. Jirayr and his team go above and beyond the usual to provide superior, personal service, with knowledgeable and reliable financial expertise. I highly recommend them.”
“I have worked with KB for over 20 years. I started very early in my career and now I am financially independent. KB has helped with every step, I highly recommend working with them.”
“I’ve had an exceptional experience working with Hanke & Apolonio Wealth Advisors. From the very beginning, their team demonstrated a deep understanding of financial planning, blending technical expertise with a truly personalized approach.
Manny Apolonio, in particular, has been instrumental in helping me navigate key financial decisions with clarity and confidence. He takes the time to explain complex concepts in a way that’s easy to understand and always aligns strategies with my long-term goals and personal values. His ability to combine financial acumen with a coaching mindset has made a huge difference in how I think about wealth management.
The firm as a whole operates with transparency, integrity, and a genuine commitment to their clients’ financial well-being. I highly recommend Hanke & Apolonio to anyone looking for a wealth management team that goes beyond just numbers—they truly care about their clients’ success.”
“We have had several financial advisors over the past 30 years. Our relationship with Brighton Jones began in 2009 and, after the first year, we transferred all of our investments to them. The big difference in them is that they have provided a comprehensive approach to our financial planning. They have given us terrific advice regarding investments (stocks, bonds and exclusive BJ products) and assistance with buying and selling several homes, including mortgage and insurance referrals. We also like that they have three independent arms which we have continuously used-investments, taxes and estate planning.”
“We have been working with SD Mayer for over 30 years for matters related to Tax, Financial Planning, Succession Planning, Financial Statement review, Executive Consulting, and everything in between. Steve is one of a kind and has helped us overcome many business challenges over the years. His team members are exceptional in both their knowledge and willingness to go the extra mile. I highly recommend working with them if you are looking to establish a long term partnership.”
“Heffernan has handled our Worker's Comp for years. Vic has been our rep for most, if not all of, the time and he's amazing! Very responsive, reaches out early, and shops our policy for the best possible rates. Highly recommend!”
“Great Charles Schwab location with very helpful and friendly people. Opened an account and they walked me through it and even let me use their chromebook to make sure everything was all setup before I left.”
8:30AM - 5PM
106 W Portal Ave, San Francisco
Financial Advising
“I came to inquire about transferring my niece's IRAs from an insurance company that had underwhelming performance with them for the last five years and was very satisfied with the high level of professionalism at this branch. From the moment I entered the spacious office I was greeted warmly and availed even assistance from a vice president Mr. Steven Chou Silver who was more than gracious and answered all the technical questions of the planned transfer to this office. These technical questions that even my CPA had to dig to answer was addressed fully to my satisfaction and they will soon have a new customer rest assured.”
“City National Bank was recommended to me by another attorney when I was looking for an institution to hold my IOLTA account for my law firm. The recommendation was based on the personal attention clients receive. As soon as I approached City National Bank with interest in opening a business account and a personal account, a Krystle ClarkeBarifa, the branch manager, assembled a team to meet with me personally to go over the various different account types and banking services and took the time to understand my specific needs before recommending the perfect bundle of services. The same team that onboarded me has remained with me over the two years I have been banking at City National Bank. They are personally accessible to me by email and phone and even text message. Their prompt attention and responsiveness make me feel like the folks at City National Bank really care about my banking experience, regardless of the size of my accounts. As an attorney and someone who manages client funds, this level of service provides me the confidence of knowing I'm protecting my client's interests and that I am complying with the rules of professional responsibility that apply to IOLTA accounts. I highly recommend City National Bank if you want personal attention and care and a team that is going to be by your side each step of the way. Consider yourself lucky if your accounts are serviced by Krystle ClarkBarifa and/or Dorothy Over!”
“Nice building and centrally located. Provided help to my family member needing to service an account. They even had a great coffee machine for us to use while we waited for service from the associate on the counter.”
“City National Bank was recommended to me by another attorney when I was looking for an institution to hold my IOLTA account for my law firm. The recommendation was based on the personal attention clients receive. As soon as I approached City National Bank with interest in opening a business account and a personal account, a Krystle ClarkeBarifa, the branch manager, assembled a team to meet with me personally to go over the various different account types and banking services and took the time to understand my specific needs before recommending the perfect bundle of services. The same team that onboarded me has remained with me over the two years I have been banking at City National Bank. They are personally accessible to me by email and phone and even text message. Their prompt attention and responsiveness make me feel like the folks at City National Bank really care about my banking experience, regardless of the size of my accounts. As an attorney and someone who manages client funds, this level of service provides me the confidence of knowing I'm protecting my client's interests and that I am complying with the rules of professional responsibility that apply to IOLTA accounts. I highly recommend City National Bank if you want personal attention and care and a team that is going to be by your side each step of the way. Consider yourself lucky if your accounts are serviced by Krystle ClarkBarifa and/or Dorothy Over!”
8AM - 5:30PM
405 Howard St Ste 600, San Francisco
Financial Advising
“Great office design/layout in a great location with plenty of light. Close to Philz, an above ground park, hotels, lunch spots and nice views from the private terrace. Excellent customer service from both building security and PwC’s office Concierge.”
“I honestly wasn’t expecting much when I got a call about a savings account promo, but Rodrigo Sandoval at BMO ended up being incredibly helpful. I had accidentally opened a duplicate checking account because the website timed out during setup, and he took the time to actually look into everything, explain my options clearly, and make sure I didn’t get hit with an unnecessary fee.
What I appreciated most was that he genuinely seemed to care about helping me resolve the issue instead of just rushing me off the phone. Super professional, responsive, and easy to work with from start to finish.
Really great customer service experience overall. Thanks again, Rodrigo!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“We've had a fantastic experience working with Financial Zen. As business owners with multiple income streams, taxes, and financial goals to manage, having a knowledgeable and proactive team has been invaluable.
They are responsive, organized, and take the time to explain things in a way that is easy to understand. Their guidance has given us confidence that our finances are structured appropriately and that we're making smart long-term decisions for our family and business.
If you're looking for a financial management team that is professional, thorough, and genuinely invested in their clients' success, I highly recommend Financial Zen.”