Here’s The Deal: Charles Schwab is one of the leading financial planners in San Mateo, California. Dustin Brunzlick is the firm's vice president and financial consultant. He has 13 years of professional experience in the financial industry and holds Series 7 and 66 Securities Licenses and a Life & Variable Annuity Insurance License in California. He graduated from San Jose State University with a B.A. in Economics and a B.S. in Business Administration and Management. At the San Mateo branch, you will find friendly, personalized help from an experienced team. You will also have access to expertise, specialists, and insights to help you reach your specific goals. When you work with one of their financial consultants, you can count on partnering with someone who is knowledgeable and motivated by an authentic desire to help. They welcome you and are dedicated to providing clear, honest answers to any questions you may have. They also provide workshops to their clients.
3 Best Financial Services in San Mateo, CA
Expert recommended Top 3 Financial Services in San Mateo, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 CHARLES SCHWAB REVIEWS
Big shoutout to Sunny Yang at San Mateo branch! Seriously, she's hands down one of the best consultants I've ever teamed up with. So, we had this task of shifting some assets over to Schwab from another company. You know how it goes, tons of roadblocks: forms everywhere, notary stuff, and all that jazz. We were making calls left and right to our assigned agent, but they were slow as molasses in January and didn't really help. Enter Sunny Yang – she's the real MVP. She spotted our pending case in the system and reached out, offering her wizard-like assistance. Super responsive, friendly, and total pro vibes. She stepped up and started making requests for us, sending us options, and basically guiding us through the maze. Thanks to her, we managed to sail through the transfer like a breeze. Wwithout her, I'm not even sure we'd have pulled it off. Keep rocking, Sunny!
Big fan of Schawb for decades but was disappointed by my recent appointment which I requested to distribute Mother's 401K to siblings as she died recently. I tried to call representative @ San Mateo for at least 30 min, caught in circular auto answering machine, finally getting a human, getting disconnected, back starting call again. Then I have to wait for return email, picked a day, representative had March 1st as Thursday, March 1st is Wednesday. Another email, go to San Mateo Office March 1st with Death certificate, list of my questions, documents in hand. Young woman at reception desk tells me she is who I am meeting with, she takes my death certificate, gives me a business card & tells me estate settlement team will call me..............Miss the old Schawb!!! You could have in person service, call and talk to human at local office. Local office answered the phone, I have used online services for years and appreciate, but sometimes, particularly in the case of death, a real human would be appreciated. Like
In this day and age where everything is online and there's an app for that, it's nice to have a physical location to go to and talk finance with professional people, and Schwab is just that. I've been a Schwab customer for 30 years and have been visiting the San Mateo branch for about 15 years, and have never had an experience that was anything but excellent.
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![SID FINANCIAL SERVICES San Mateo Financial Services SID FINANCIAL SERVICES San Mateo Financial Services](https://threebestrated.com/images/SIDFINANCIALSERVICES-SanMateo-CA.jpeg)
Here’s The Deal: Sid Financial Services is a well-known financial planner in San Mateo. Kalvin Sid is the firm's owner and principal planner. He started working in the financial services industry in 1992, discovering his passion for teaching friends and co-workers about money and helping them get out of debt. Kalvin Sid holds a bachelor's degree in Business Economics from UCLA and an MBA in Finance from USC Marshall School of Business. He has achieved the CFP® certification. As an independent investment professional, he guides individuals, families, and small businesses in utilizing their resources to achieve their goals in line with their values. The team at Sid Financial Services manages your finances so you can focus on your life. If you want to learn more, contact them for a no-obligation consultation.
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Tue-Thu: 8:30am - 5:30pm
Fri: 8:30am - 5pm
Sat: By Appointment
Sun: Closed
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TOP 3 SID FINANCIAL SERVICES REVIEWS
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.
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.
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.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Merrill Lynch - Cary T Koh San Mateo Financial Services Merrill Lynch - Cary T Koh San Mateo Financial Services](https://threebestrated.com/images/MerrillLynchCaryTKoh-SanMateo-CA.jpeg)
Here’s The Deal: Cary T Koh is a financial advisor at Merrill Lynch and a valued member of Ting & Associates. With dedication and drive, he focuses on creating strong client relationships for the team. He enhances these relationships through thoughtful communication that helps uncover clients' ongoing wealth management needs and goals. Cary T Koh holds a bachelor's degree in music from the University of California, Berkeley, and a master's degree in violin performance from the Manhattan School of Music in New York City. Ting & Associates believes that good relationships are built through teamwork and involvement. They want to be your primary source of financial advice and guidance, ensuring you value the dedication and diligence offered at each step of the financial planning process.
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Sat & Sun: Closed
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TOP 3 MERRILL LYNCH - CARY T KOH REVIEWS
I recently had the pleasure of working with Cary T Koh at Merrill Lynch and Ting & Associates, and my experience has been nothing short of exceptional. Cary's dedication to building strong client relationships is evident from the moment you meet him. He takes the time to understand your financial goals and offers thoughtful, personalized advice to help you achieve them.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.