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LPL Financial
- Investment Advisor, Financial Planner
- 582 Market St Ste 306 San Francisco, CA 94104
Referral from
Oct 04, 2019
diditurntheovenoff:
Looking for a positive recommendation for a financial advisor in SF Newly married & wanting to sit down with a professional to discuss...
davedawg2000:
[Michael Gregg](https://www.wealthvisionadvisors.com/) Taxplus Financial Services
- Investment Advisor, Accountant
- 44 Gough St # 205, San Francisco, CA 94103, USA San Francisco, CA 94103
Referral from
Sep 04, 2013
Paul S.:
( Denise Gutierrez here) Can anyone recommend a tax preparer in the Oakland area who is used to entertainment professionals who Cannot...
Heidi W.:
Micah Epps at: http://www.taxplusfinancial.com/ . I cannot recommend him highly enough (he's also a musician so he totally gets artists'... Citrine Capital
- Investment Advisor, Financial Advisor
- 535 Mission Street San Francisco, CA 94105
Referral from
Jan 12, 2015
Darcy L.:
Hey Facebook community!
I need a financial planner/advisor to talk to ASAP to look at long term financial planning. Any leads I could...
Adrienne F.:
Annis's husband Ryan Sterling Cole is a financial planner/advisor and great to work with! His number is 415-494-8262
Referral from March 24, 2016
Sunny R. asked:
Hi ladies! Does anyone have a financial planner or investment advisor you enjoy working with and would recommend?
Rebecca F. replied:
www.elizabethhusserl.com
Rosa D. replied:
My brother! Miguel Delgado Email: mdelgado@dwassociates.com Office: 925-277-2635 http://www.dwassociates.com/
Referral from August 14, 2013
David S. asked:
can anyone recommend a super bright and trustworthy financial planner/investment advisor for a client of mine who is making a few million a year? (Please tell me why you...
Morgana R. replied:
I LOVE my guy. I believe he saved my retirement funds when the market crashed in 2008. I trust him, and his approach makes sense to me. And he calls me and keeps me in the loop. Lorand Parenteau.
Brian B. replied:
Brent Kessel is who I recommend (having met him when I worked in a high net worth office). He blends rock-solid financial acumen with insight about human nature, highly cited in Worth magazine and he's worked with some *very* big names in LA. And he's a great guy. ps his book is worth a read http://www.amazon.com/Its-Not-About-Money-Financial/dp/0061234052/
Brent K. replied:
Thank you Brian for the kind words. David, we have many clients with 7 figure incomes and the attendant tax, liability protection, investment, and often, concentrated stock & option planning issues. If you'd like to explore whether we can help, shoot me an email; bfree@abacuswealth.com
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