Financial Planners near 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“

“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..“

“I was looking to buy a home, but with the mortgage rates as they are, well let's just say my search was stalled. Until a friend recommended Bay Financial Company. Darya Gringauz not only led me step by step on what a first time home buyer needs and should know, she and her team also solved my mortgage dilemma. They have reinvigorated my dream to have a home to call my own. Thank you Darya and Bay Financial.“

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“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.“

“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.“

“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.“

“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.“

“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.“

“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.“

“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“

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“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.“

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