Reviews for Sid Financial Services, LLC

Jan 2024

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
Apr 2022

I highly recommend Kalvin Sid and Sid Financial Services. Kalvin is a reliable, trustworthy and honest financial advisor who is able to help his clients develop solid financial plans and portfolios. He offers sound advise and keeps current on marketplace changes, always keeping his client's best interest in mind. When my clients need financial services advice,. I always refer them to Kalvin Sid, Sid Financial Services.
Apr 2022

Kalvin Sid from Sid Financial is extremely knowledgeable in his field and I would be in extremely capable hands. I suggest that you contact him for all your financial needs.Best,Theresa - Jim Dwyer State Farm

From Sid Financial Services, LLC

I am an Investment Adviser Representative with NEXT Financial Group, Inc. located in San Mateo, CA. I help my clients clarify their financial goals, and determine realistic plans to achieve their goals. I develop comprehensive personal financial plans that include retirement funding, minimizing taxes, and protection from catastrophic losses. I collaborate with my clients select investments that are compatible with their goals, needs, and attitudes toward risk.

Hours

Monday: 9AM - 5:30PM
Tuesday: 8:30AM - 5:30PM
Wednesday: 8:30AM - 5:30PM
Thursday: 8:30AM - 5:30PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed

Tips

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Ratings

Google: 5/5

Facebook: 5/5