{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
Financial Planners
Closed today
411 Borel Ave # 300, San Mateo“I was working on neuro marketing and at the end you end up behavioral economics especially decision making processes. Mr. Thaler is a "must follow" scholar in the world . I was searching for the asset management firm but not the ordinary one! At the end , humans are the creatures of habit. They know it. Not only you make positive roi but you learn a lot .“
Closed today
1900 S Norfolk St #350, San Mateo“We have been with Clear Retirement Advice for over 1 1/2 years, it was a tough decision o hire a financial planner, but I must say it truly has been once of the very best decisions my husband and I have made. I interviewed several advisors before choosing Jim and his staff. I felt Jim was genuine during our meeting. He made me feel very comfortable talking about what we wanted our retirement to look like and where he could help us to make it a reality. Jim always includes us in decisions and helps me remain calm and on track even when the market is turbulent. On our last meeting I told Jim because of him and his team I can sleep at night. I would recommend Clear Retirement to anyone who wants to feel positive about their retirement and financial future.“
Closed today
2995 Woodside Rd #400, Woodside“Meredith has worked with us for 6 years. We appreciate that she is respectful of our goals and investment philosophy. She is communicative and always clarifies what she understands to be our questions. She is always patient with our questions. Her aide, Kim, is a great help as well. We are very happy working with the Schneider Wealth Management team.“
Closed today
1700 S Amphlett Blvd #218, San Mateo“We have consulted with Kevin Sid many times over the years and he has always given us sound wisdom. We just finished another session with him and the information that he gave is invaluable. I invested through him for my SEP and it always did very well. He is a very knowlegable financial advisor.Steve and Patti“
Closed today
3 Lagoon Dr # 110, Redwood City“Erik Davis has been our financial planner for a few years now and we can't say enough great things about him and this company. Erik has been incredible in helping us plan for our family's future and invest our money wisely. We feel so much more secure knowing that Erik is looking out for us and helping to guide us to "financial independence" as he puts it :-) Even though I am sure we are not one of his wealthiest clients, he treats us as if we are and is always prompt at returning calls and emails. His assistant Pam is also wonderful. I highly recommend Navigation Group and Erik in particular..“
Closed today
1510 Fashion Island Blvd #380, San Mateo“I saw Peter Evans for estate planning advise. I give him the highest marks for listening & advising me based on my needs and desires, rather than a cookie cutter approach. He offered advise over a wide range of concerns. There wasn't even a hint of sales pressure. He is truly helpful.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
““