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10AM - 5PM
66 Franklin St 3rd Floor, Oakland“I go here once a year to get my taxes done. Paul and his team does a solid job on docs. Never had an issue with any tax return.“
Financial Planners
Financial Planners
“I'm a mom with two older teens in the early years of college, living at home. They can't support themselves yet & I'm having to borrow from the bank to keep afloat. Amie Shapiro gave me a clear plan for saving money on everyday things like our phones and our food and gave me options on where to put some of the borrowed money in a high yield savings account or money market. This plan will help me stay alright for the next critical years while I hold on for retirement. I'm so grateful for Amie!“