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Over 413 reviews for
San Carlos Financial Advisors from people just like you.

A
"
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work" for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
first.

-Ed J.

N
"It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact" that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.

-Javier P.

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Financial Advising reviews in San Carlos

A

Rating
San Carlos Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
San Carlos Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
San Carlos Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
San Carlos Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
San Carlos Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
San Carlos Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
San Carlos Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
San Carlos Financial Advisors Provider Name Locked
, I was told that
San Carlos Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
San Carlos Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
San Carlos Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
San Carlos Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
San Carlos Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
San Carlos Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
San Carlos Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
San Carlos Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
San Carlos Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
San Carlos Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
San Carlos Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
San Carlos Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
San Carlos Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
San Carlos Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
San Carlos Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
San Carlos Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
San Carlos Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
San Carlos Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
San Carlos Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.
A

Rating
For over 20 years Wells
San Carlos Financial Advisors Provider Name Locked
was managing my portfolio. Year after year I
lost a lot of money . Finally I was introduced to
San Carlos Financial Advisors Provider Name Locked
. He discovered
that Wells
San Carlos Financial Advisors Provider Name Locked
had my money in accounts making money for themselves. .
San Carlos Financial Advisors Provider Name Locked
has been my financial advisor for over two years now . .Ever since
San Carlos Financial Advisors Provider Name Locked
took over my portfolio it has been increasing dramatically. Recently I purchased a new home. He has been been giving me great advise and has been joining calls with the lenders as needed. I couldn't have done it with out him.
In closing
San Carlos Financial Advisors Provider Name Locked
is professional, detailed and proving everyday to be a invaluable asset to me.
- dennis F.
A

Rating
San Carlos Financial Advisors Provider Name Locked
takes a percentage of gains from the portfolio as payment. He doesn't sell products. His only interest is investing money for long term growth and making tax advantages for his clients. He waived the 750 fee when we invested through him.
He understands markets and portfolio allocation in conjunction with different markets and trading atmospheres. He doesn't give blanket statements of how and why like a lot of financial advisors. His experience working in a hedge fund shows when we discuss
San Carlos Financial Advisors Provider Name Locked
strategy and technical analysis. My experience in trading has been met with adversity with other financial advisors simply because they don't understand the technicality behind trading but
San Carlos Financial Advisors Provider Name Locked
isn't like that. He's not only understanding of my trading behavior but he's also eager to work with me and my needs and wants in this endeavour; he is willing to adjust our portfolio to meet these needs. He has never lectured me on the risks or given me a competitive vibe which I can not say is true for all financial advisors.
- JESSE S.

Financial Advisors in San Carlos, CA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr
Irvine

Aaron Sessions State Farm Insurance

3001 Winchester Blvd
Campbell

AC & A ENTERPRISES

PO 2368
Oakland

Account sight

19925 Stevens Creek Blvd, Suite 100
Cupertino

Aegis Financial Advisory, LLC

5200 SW Meadows Road

AJ Abdelkhalek State Farm Insurance

775 E El Camino Real
Sunnyvale

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

Association Reserves-SF, LLC

268 Bush St
San Francisco

Bailey & Utley, CPAs

303 W. Joaquin Ave.
San Leandro

Bankruptcy Law Center of Norther California

2200 Range Ave Ste 209
Santa Rosa

Barbounis Insurance Agency

3249 Mt Diablo Court
Lafayette

Basic Document Services

930 C Street
Hayward

Bay Equity Home Loans

1900 The Alameda

Bedell Frazier Investment Counselling

200 Pringle Avenue, Suite 555
Walnut Creek

BetaFrontier, LLC

858 North Franklin St

BETTER TAX RETURNS

7901 OAKPORT ST
Oakland

Bingham Osborn & Scarborough

203 Redwood Shores Pkwy, Suite 510
Redwood City

Boost Credit 101

3773 E Cherry Creek N Dr

Brad Marshall, LPL Wealth Advisor

59 N Santa Cruz Ave
Los Gatos

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brian Mullen Insurance

705 VETERANS Blvd
Redwood City

Candice Normoyle State Farm Insurance

744 San Antonio Rd
Palo Alto

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Clear Mark Wealth Management

59 N Santa Cruz Ave, Suite R
Los Gatos

Compass Financial Management Inc

1318 Aberdeen Dr
San Mateo

COMPLETE TAX SOLUTIONS, INC.

851 Burlway Rd.
Burlingame

Concord Debt Consolidation

1990 Willow Pass Rd

CountryWide Debt Relief

1504 Brookhollow Dr.
Santa Ana

DATA COUNT

PO Box 23192
Pleasant Hill

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Delgado & Associates

675 N First St
San Jose

Diversified Financial Services Group, Inc.

100 Pine Street, Suite 1250
San Francisco

Doug Davis - Alpine Mortgage Planning

3030 Old Ranch
Seal Beach

DRAGON FINANCIAL Group

1700 S EL CAMINO REAL
San Mateo

Dunlap Wealth Management Group

14074 Trade Center Dr

Dunton Health and Wealth

2017 Redwood Road
Napa

Eagles Club

Canoga Park

Easy Payday Loans

44 Gough St
San Francisco

EDWARD JONES

21710 STEVENS CREEK BLVD
Cupertino

Edward Jones

2300 First Street # 232
Livermore

Edward Jones

490 Grand Ave Suite 100
Oakland

Edward Jones

5761 Mountain Hawk Dr. Suite 101
Santa Rosa

Eggers & Eggers of Silicon Valley

2052 Jackson Ct.
Santa Clara

Estate Research Associates

111 Deerwood Rd
San Ramon

Farmers Insurance and Financial Solutions

2255 Morello Ave
Pleasant Hill

FARMERS INSURANCE GROUP

620 Lighthouse Ave
Pacific Grove

Fat Margins, LLC.

243 Alicante Ct
Danville

FINANCIAL CONCEPTS

205 PARK RD
Burlingame

Financial Rescue LLC

416 S Hillview Dr
Milpitas

Freyman CPA, P.C.

40 Exchange Place

Fujikawa & Associate CPA

1270 S Winchester Blvd
San Jose

grand Debt Consolidation

115 Berkeley Square

Green City Insurance Services

1758 s. Holt Av.
Los Angeles

Green Retirement Plans, Inc.

1 Lakeside Dr Apt 811
Oakland

Grossman Financial Management

940 Adams Street, Suite L
Benica

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

Hofmann Financial Group

4187 Piedmont Ave
Oakland

iBank

3090F Pullman St
Costa Mesa

ICI investingci

530 Lytton Avenue

INVESTOR'S CAPITAL MANAGEMENT LLC

1100 ALMA ST
Menlo Park

Invoice2go

101 University Ave
Palo Alto

Ironcap

1 Federal Street, Apartment 20
San Francisco

IRS Tax Help Team

1201 S Beach Blvd
La Habra

iStyle Fashion & Beauty Society

55 Santa Clara Ave,
Oakland

JMR CAPITAL MANAGEMENT INC

44 Montgomery St
San Francisco

John Hancock Financial Network

3000 Oak Road
Walnut Creek

Jonathan C. Watts, Attorney at Law

2440 Camino Ramon
San Ramon

JW Harrison Financial Advisors

1655 N Main St
Walnut Creek

Kelly Katz State Farm Insurance

441 N. Central Ave.
Campbell

L.J. Anderson Tax & Financial Service

5010 Geary Blvd
San Francisco

LAFRANCE FINANCIAL

1564 FITZGERALD DR
Pinole

Let's Insure

1900 Camden Ave Ste 204
San Jose

Livescans2go

1333 Bynum Way
Oakley

Lowell, Blake & Associates

141 Tremont Street

Luigi CPA

3819 Cerrito Av
Oakland

M BESS KANE CPA - Tax Accountant

177 Bovet Road Ste 600
San Mateo

Marchand & Co CPA's PC

2003 Southern Blvd SE

Marshall Wealth Management Group

59 N Santa Cruz Ave
Los Gatos

Mat Dahms State Farm Agency

4400 KELER AVE STE 260
Oakland

MC CLURG CAPITAL CORP

950 NORTHGATE DR
San Rafael

McClurg Capital Corporation

180 Montgomery Street
San Francisco

Megastar Financial Corp

930 Executive Way Ste 125
Redding

Merrill Lynch Wealth Management

101 California St
San Francisco

Michael P Senadenos

39420 Liberty St Ste 170
Fremont

Millennium Computer Group

23 Germaine Place, Suite B
Novato

Morling Financial Advisors

44 Montgomery St
San Francisco

New Era Debt Solutions

PO Box 2863
Camarillo

New York Life Company

39650 Liberty Street
Fremont

NEW YORK LIFE INSURANCE CO

1731 TECHNOLOGY DR
San Jose

Nima Rad, State Farm Agency

435 Magnolia Avenue, Unit 1
Larkspur

Oak View Law Group

4966 El Camino Real STE 225
Los Altos

Olive Financial & Insurance Services

4160 Technology Dr
Fremont

Oxbridge House, Inc.

2115 Van Ness Ave.
San Francisco

Pacific Precious Metals

225 Bush St
San Francisco

Palisade Financial

5427 Claremont Ave
Oakland

Parsons Andersen CPAs

721 Purissima St
Half Moon Bay

Parsons Financial Advisors

721 Purissima St
Half Moon Bay

Payless Loan Source

2955 E. Hillcrest Drive
Westlake Village

Personal Money Service

1001 Bayhill Drive
San Bruno

Polaris Financial Services Inc

300 Tamal Plz
Corte Madera

Project Management Services

San Francisco Bay Area

Quick and Easy Cash

1400 Coleman Ave
Santa Clara

Quickest Cash Advance and Payday Loans

485 Sixth Street
San Francisco

R E Advisors, LLC

201 California St.
San Francisco

Ramsdell Capital Management

555 California St Ste 300
San Francisco

Reverse Mortgage Group a branch of AmericanPacific

3478 Buskirk Ave #1025
Pleasant Hill

ROVAI INSURANCE AGENCY

6990 SOQUEL DR
Aptos

Sierra Pacific Financial Advisors, LLC

7077 Koll Center Pkwy
Pleasanton

Simplex Bookkeeping Services

400 Reed St
Santa Clara

Spiritus Financial Planning

7 Fourth Street
Petaluma

Stephen G. Imboden, CPA

1400 N Dutton Ave
Santa Rosa

Summit Funding Inc.

141 Sandcreek Road
Brentwood

Sunnyvale Debt Consolidation

997 W El Camino Real

Tamarind Financial Planning

951 Mariners Island Blvd
San Mateo

The Entrust Group

555 12th Street
Oakland

The Fog City IRS Tax Lawyers

3700 Geary Boulevard
San Francisco

The Kaplan Group

1 San­some Street, Suite 3500
San Francisco

The Kaplan Group

560 S. Win­ches­ter Boule­vard, Suite 501
San Jose

The Mutual Fund Store

5684 Stoneridge Drive, Suite A
Pleasanton

The Mutual Fund Store

2350 Mission College Blvd., Suite 450
Santa Clara

The Mutual Fund Store

2121 North California Blvd., Suite 290
Walnut Creek

Towne Investments LLC

1114 Bucknam Ave
Campbell

United Gold Direct

2945 Townsgate Road
Westlake Village

Vallejo IRS Back Tax Lawyers

23 Harbor Way
Vallejo

Van Winkle Insurance Group

13619 Mukilteo Speedway

Vereschagin Law Firm

555 California Stree, 3rd Floor
San Francisco

Wedbush Securities, Inc.

2455 Bennett Valley Road
Santa Rosa

WriteBusinessCapital

19925 Stevens Creek Boulevard
Cupertino
San Carlos Zip Codes

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