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Closed today
2775 Sand Hill Rd #220, Menlo ParkClosed today
1355 A San Carlos Ave, San Carlos“Marty and I have built up a strong relationship over the many years that he's been my financial advisor. As someone who fully understands my circumstances and needs, he is entirely trustworthy, highly competent, and a pleasure to work with.“
Closed today
1900 O'Farrell St # 330, San Mateo“My experience with Steven Brickley, from Brickley Wealth Management, was nothing but positive. I spoke with him via phone for about 30 minutes today. He provided solid information and answered all of my questions. He even provided more information than I was expecting, which I totally appreciated.“
Closed today
919 E Hillsdale Blvd STE 150, Foster City“It is a great experience working the the folks at Summitry. They stay in constant contact to solicit feedback and address any concerns their clients may have . Since retirement Summitry has been proactive in managing my assets staying ahead of market volatility. I am happy with Summitry's performance six years into retirement and recommended them to anyone planning a retirement strategy.“
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
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.“
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.“
Open 24 today
970 Palo Alto Ave, Palo Alto“Seth is a client advocate beyond expectations. He helps you create a financial plan based on your goals. As a Registered Investment Advisor, he is not paid commissions by third parties. Seth created a custom plan based on my individual needs. I have learned more with Seth and had more success with him than I have experienced with previous brokers. Highly recommend.“
Closed today
3 Lagoon Dr, Redwood City“I have known Steve for a number of years through a mutual friend who's portfolio Steve manages. Our mutual friend is an extremely smart, astute investor in the real estate field. Steve has served him very well as manager of his assets. My interactions with Steve have all been very positive. I recently originated a reverse mortgage for one of his clients. Steve took a personal interest in the transaction making sure the product was appropriate and in the best interest of his client, and followed the process through completion. Once he gave his blessing to the client to go forward, Steve's office was very responsive in providing the documentation the lender needed to do the job. A big thank you and unqualified recommendation of Steve and staff. Rick Southern“
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