San Mateo, CA Financial Planner

I started working with Mr. Papadoyannis and his team a little over 8 years ago.  We have a very complicated family, with multi generational goals.  We are so fortunate to ... more

Top notch, would recommend

Highly recommend. If you need a CFO for your family, Stephen Grochol is your man!

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 ... more

I was working on neuro marketing and at the end you end up behavioral economics especially decision making processes. Mr. Thaler is a "must follow" scholar in the world ... more

I was introduced to Jim by my Trust Attorney and have been extremely satisfied with his kindness and patience with me in forging a path ahead for my future. This involved ... more

They helped me get my finances in order and on a plan to save for the future! A great support system. No matter what your situation is like they will assist in getting yo ... more

very fast services

Never been a big fan of your organization. Always had trouble contacting you or getting information about the two pieces of property I had in my IRA through FT. Once I se ... more

This is a great brokerage.

As a software engineer, I highly recommend the Brickly Wealth Management team for their tax and investment services tailored for tech professionals. In particular, Nathan ... more

I tried to open a personal account and a business account, they took a long time to respond and didn't even want to see the documentation and proof of address I had. I do ... more

I was looking to buy a home, but with the mortgage rates as they are, well let's just say my search was stalled.  Until a friend recommended Bay Financial Company.  D ... more

Awesome simple and nice regina takes cares of everything and anything you can possibly think of

Jamie Cabrera is awesome in Medicare seminar today.Well worth my time!

Echoing the sentiment of a few other customers, the branch manager Kezhen Xu is a source of pain. She is unwilling to help, and instead, goes to lengths to ensure you don ... more

I had an appointment at 10 am at the bank. They arrived in front of me and I was not attended to, people without schedules and passed ahead and the employees have no comm ... more

The Alaska branch of Gateway Financial is so small it does not have a Google Map address registered... While there are hundreds of advisors nationwide one bad apple ruins ... more

RUSSIANS???