Edward Jones - Financial Advisor: Dayna Chettouh

Sid Financial Services

At Sid Financial Services, we believe in helping our clients reach their financial goals. Located in San Mateo, CA, our experienced team of Investment Adviser Representatives provide support in developing comprehensive personal financial plans, including retirement funding, strategies for minimizing taxes, and protection from catastrophic losses. We also collaborate with our clients to select investments that are tailored to their individual needs and risk tolerance. Our goal is to ensure our clients have the resources they need to succeed. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

KatzAbosch

At KatzAbosch, our mission is to provide the highest quality accounting, tax, financial and management consulting services to our clients. We are dedicated to personal attention and a team approach which provides a greater resource of knowledge and superior response to our clients' needs. We specialize in a range of services, such as accounting, auditing, business valuation, construction, cost segregation, estate administration and gift, fraud forensic accounting, government contracting services, health and life sciences, HR outsourcing, litigation support, medical, non-profit, personal financial planning and wealth management, real estate, and small business and tax services. Our experienced certified public accountants and consultants will ensure that you receive reliable, accurate and responsive service.

Outlook Wealth Advisors

Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies. Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.

Keep It Simple Financial Planning

Keep It Simple Financial Planning supports clients in their journey towards retirement confidence. We help them to optimize their investment portfolios, decide on the best Social Security strategy, and build a plan to enable a smooth transition from work to retirement. For younger generations, we provide coaching services to help them develop wealth-building habits and mindsets. Our team of professional advisors has extensive experience in financial planning and is committed to helping our clients establish a secure financial future. We offer personalized advice, tailored to the individual's needs and goals, as well as group coaching programs that focus on mastering the skills to build long-term wealth.

Pie Charts

Pie Charts Financial is an independent, fee-only Registered Investment Advisor that specializes in personal financial planning and low-cost investing. Our flat annual fee structure allows clients to know exactly what they are paying for our services. We provide guidance on what to buy, how much, and why; the client then decides where to custody the account and when to implement the strategy. Our team offers comprehensive plans with annual reviews and ongoing support throughout the year. We strive to provide impartial advice without any compensation from other products or service providers. Our mission is to empower clients to make informed decisions and secure their financial future.

BOL Global

Application: We specialize in Personal Financial Planning, Estate Planning, Elder Care, Small Business Accounting, QuickBooks Services, Payroll, Tax services such as Tax Preparation, Tax Planning, IRS Audit Representation and more! Introduction: Our staff of trusted CPAs and Accountants has over 50 years combined experience in supporting the needs of small to medium sized businesses. Our firm takes a personal and professional approach with every client while providing fast, reliable service at very competitive rates. Advance: Clients of B.O.L. Global benefit from unlimited consultation with our trusted financial advisers and rely on us to help plan for the uncertainty of the future, giving them the peace of mind that allows them to focus on doing what they do best-running their business. Service: We would be happy to meet with you at your place of business to share some examples of how we help our clients and ways we may be able to help you save some additional time and money. Contact: Call to make an appointment for a free consultation and cost analysis of your businesses accounting, and financial planning needs. Thank you for taking the time to consider B.O.L. Global, Inc. as your CPA firm in the Bay Area!

Aspire Planning Associates

Aspire Planning Associates provides comprehensive, fee-only personal financial planning, tax planning, and investment management services. Our mission is to provide these services with integrity, delivering unbiased, independent solutions that are tailored to your individual needs. We use an educational approach to your financial plan, helping you gain an overall picture of your current standing, and then plan out the 7 pillars of your financial profile: budgeting (cash flow), investments, education planning, taxes, insurance, retirement, and estate planning. Aspire Planning Associates investment management services provides clients with access to a wide range of investment opportunities. Our approach to asset management helps us deliver strong, consistent results, thoughtful analysis and research as well as effective risk management.

McGreal & Robinson

McGreal & Robinson is a team of tax specialists dedicated to helping people with law enforcement, home businesses, investment properties, and s-corps in the service industry with their business taxes and any related personal tax returns. We offer a variety of services to make sure that your payroll, bookkeeping, estate planning, business valuation, not-for-profit accounting, and QuickBooks training are all taken care of. Individuals can get assistance with estate planning, individual tax planning and preparation, elder care, and personal financial planning. Businesses can make use of services such as small business accounting, payroll services, part-time CFO services, audits, reviews, compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, new business formation, succession planning, non-profit organizations, internal controls and more. We also offer tax services such as tax preparation, tax planning, tax problems, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plans, offers in compromise, bankruptcy, innocent spouse relief and getting an IRS file. Our QuickBook services include setup, training, QuickAnswers, QuickTune-up, and you can even buy QuickBooks and save.