Geyer Accounting Firm

Callahan Financial Planning - San Francisco

Callahan Financial Planning is a San Francisco-based financial advising firm that provides comprehensive fee-only personal finance services. These services include retirement planning, investment management, tax preparation and planning, estate planning, and more. The firm has multiple Bay Area locations, including two in Marin County (Mill Valley and San Rafael) and San Francisco. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Thrivent Financial - San Francisco Group

Service: College strategies planning; Financial planning: fee-based and commission based available. Wealth management ; Risk management: life insurance,disability insurance, long term care insurance and more. We offer complimentary consultation during our first meeting.

Ballast Point Financial Planning

Ballast Point Financial Planning was founded by Shawn Tydlaska, a Certified Financial Planner (CFP®), to support young professionals and their families in achieving their financial goals. Located on the Peninsula, including Burlingame, San Mateo, San Bruno, and San Francisco, we provide fee-only financial planning services to empower our clients. We can help millennials manage their student loans and 401ks, while new couples and parents can find assistance with wills, life insurance, 529 plans, and buying their first home. Our team is committed to providing quality advice and guidance to help our clients reach their financial objectives. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Roundleaf San Francisco

Roundleaf San Francisco is committed to helping people reach their financial goals through making educated decisions. We strive to understand our customers’ individual needs and provide them with viable options, allowing them to determine what works best for them. Our services include eliminating debt, improving FICO scores, learning about credit scores, qualifying for financing, reducing expenses, building capital, and facilitating quicker retirement. With our assistance, clients can quickly and confidently move towards their financial objectives. The team at Roundleaf San Francisco is dedicated to providing an excellent experience for our customers. Our experts are knowledgeable and experienced, and offer professional guidance so our customers can make the best possible decisions. We are proud to be a reliable resource in helping people establish and maintain financial stability.

San Francisco Federal Credit Union

San Francisco Federal Credit Union was founded in 1954 by an accountant from the San Francisco Controller's office, George Trelut. He wanted to provide a responsible financial institution for his fellow city employees, giving them access to affordable loans and a safe place to save their money. At San Francisco Federal Credit Union, we understand that living in the Bay Area is a unique financial experience. With the high cost of living, it's important to have a reliable financial institution that can help you manage your finances with convenience. That's why we strive to streamline and simplify your banking experience. We build our products and services with your convenience in mind, tailored to the needs of those living, working, worshiping or attending school in San Francisco and San Mateo Counties. We offer federally insured services, so you can trust that your money is secure. Our philosophy is to help you define and meet your financial goals, and make sure you don't have to worry about your finances so you can get back to living life.

San Francisco Federal Credit Union

Welcome to San Francisco Federal Credit Union. We know that living in the Bay Area is a unique financial experience. The cost of living is high, but this is home. You wouldn't choose to live anywhere else. That's where we come in. We know you face a different set of challenges as a Bay Area resident. And with the fast pace of daily life, you don't have a lot of time to spend worrying about your finances. At San Francisco Federal Credit Union, we want to streamline and simplify your banking experience. We build our products and services with your convenience in mind. Our philosophy is tailored to the needs of those living, working, worshiping and attending school in San Francisco and San Mateo Counties. We're here to help you define and meet your financial goals. Federally Insured by NCUA.

Unisource Financial Group

All financial services: * Accounting services * Business tax preparation * Financial advising * Startup taxes * Business formation * Entity selection for business owners * Quickbooks ProAdviso * Real Estate taxes * Tech startup * IT taxes "Samy is THE BEST tax accountant San Francisco has to offer!" If tax preparation and accounting sound scary to you, it doesn't have to be! We can help. Don't let your taxes break you! We work year-round to minimize your tax burden.  Our goal is to provide you with tools and personalized service to help you make smart tax decisions.   "Best financial services in San Francisco." We offer a complimentary consultation.  We'll get to know you, listen to your concerns for your business and financial future, then focus on realistic solutions.  That is what we do every day at Unisource Financial Group. We are very flexible and make time to meet and answer all your questions. "Thank you for your amazing service and hospitality. I will definitely recommend Unisource to anyone in need!" "I've been very happy with Samy's professional tax services and GREAT customer service skills." Always attentive and quick to respond, we have a great one-on-one service and are extremely reliable.

Morling & Company

Morling & Company - Morling Financial Advisors Morling & Company is a San Francisco/Bay Area based financial services firm, specializing in tax and financial consulting services for highly compensated professionals along with diversified management services for small businesses. Morling Financial Advisors Our model is to execute an all world portfolio that is designed to broadly diversify across many asset classes. The goal is to reduce singular risk in the world and local economy. We believe that the client is best served by having a low management fee structure, which in the long and short term will be beneficial to their bottom line.

Jesse Fowler - Sotheby's International Realty

Jesse is a San Francisco property owner and uses his knowledge from his last 29 years in San Francisco Real Estate, experience in investments, remodeling, construction, and property management to help his clients maximize their investments.  He specializes in selling homes, condos, TIC's, multi-unit and investment properties.  Jesse can be reached by calling him directly at 415-648-5800. Professional Affiliations: San Francisco Association of Realtors California Association of Realtors National Association of Realtors Bay Counties Real Estate Information Services (formerly MLS) San Francisco and California Apartment Associations Certified Residential Property Manager SAFE-Neighborhood Watch Coordinator SFAR Governmental Relations Committee Alumni, Leadership San Francisco Board of Directors: San Francisco Youth Guidance Center Improvement Committee

The City Club of San Francisco

Located in the Financial District and occupying the top four floors of The Stock Exchange Tower, we offer a stunning venue for for dining, business entertaining, networking and socializing. At the heart of The City Club's continued success are private events.  The City Club of San Francisco offers 10 unique private rooms that can accommodate corporate events from 10-200 people, a wedding for 250 guests to a grand affair for 500.   With recently expanded event space, The City Club's new fiber optics installation and WiFi access throughout gives Guests the highest speed of internet access.  In addition, the new 12th Floor Penthouse allows for sweeping views of the city. The Club's beautifully appointed spaces are rich in art deco details throughout, however the centerpiece and symbol of The City Club is the Diego Rivera fresco located between the the 10th and 11th Floors.

Tamar Hermes International

I'm passionate about helping women become financially free through Real Estate Investing. As a certified life coach and small business consultant, I've seen incredible transformations created for my clients. They discover how to increase their incomes, build confidence, find clarity about their purpose, and gain the knowledge to manage their small businesses successfully. Furthermore, I'm an experienced financial coach who helps clients develop money management skills and create a mindset of abundance. This combination of life coaching, business consulting, and financial coaching address a range of topics that are essential for modern life. Unfortunately, only 30% of real-estate investors are women. As a result, I offer money coaching in Austin TX to help break down barriers and limitations. My 25 years of experience in growing companies and managing finances allows me to work with clients from all backgrounds and locations, such as Austin Texas, Los Angeles, San Fernando Valley, San Francisco, New York, Chicago, Canada, and Europe. At Tamar Hermes International, I'm committed to helping you achieve your goals and become financially free. With the right tools, support, and guidance, you can reach your dreams and make your future brighter than ever.

Daniel Barry III, DDS

Introduction: In San Francisco, Dr. Barry's office is conveniently located in the Union Square neighborhood, near the Financial District, Nob Hill, and Civic Center. Even long after earning his Doctor of Dental Surgery degree, Dr. Barry continues taking education courses in his chosen field including restorative, cosmetic, TMJ, and general dentistry. He understands the importance of overall general dental health and its relation to a patient's general overall well-being. As an established dental practitioner, Dr. Barry has worked as an instructor in cosmetic dentistry with The Pacific Aesthetic Continuum. Dr. Barry holds memberships in the following associations: - San Francisco Dental Society - California Dental Association - American Dental Association.

Sterling Bank & Trust

As a trusted neighborhood bank, Sterling Bank & Trust provides a comprehensive choice of banking solutions, innovative loan products and outstanding personal service to individuals, professionals, businesses and commercial customers. We're known for highly competitive deposit rates, expertise in mortgage lending and keeping deposits at work in the local community. Our customers know that they can stop by any branch and be treated like family. Since the Bank was founded in 1984, our customers have trusted us to help them handle their banking and financial needs. We have thirteen neighborhood branches in San Francisco and an additional seven in the Bay area. We have expanded on the West Coast into Los Angeles, where we currently have six branches, and Bellevue Washington, where we have a branch and lending staff. In 2017, Sterling Bank & Trust expanded to New York with its division, SBT Advantage Bank. SBT Advantage Bank offers the same great banking solutions, innovative loan products, and outstanding service that has made Sterling Bank & Trust a success. SBT Advantage has opened two branches in Brooklyn and Flushing. We continue to grow to better serve our customers and the communities we serve in these four major markets across the country, creating an experience sensitive to the needs of every customer, helping them succeed in achieving their own goals at their own pace.

Iryna Oreshkova, CPA

Financial Audit, Review and Compilations. Tax Preparation Services for Individual ( Sole Proprietors),LLC, Corporations, S-Corporations, Partnerships. Tax Planning and consulting.  AccoutningConsulting. history Iryna Oreshkova, CPA, holds an MBA degree in Accounting and Finance. After four years at Deloitte in San Francisco, she joined the faculty at Kaplan University, teaching accounting and tax courses. She also began a private practice specializing in providing tax and accounting services for small businesses and their owners. Iryna is committed to building a one-on-one relationship with clients, providing the attention, commitment and expertise they deserve.She is a member of AICPA and the California Society of CPAs.