San Francisco Financial Services

Professional

1. Liberty Tax Service

Neighborhood: Laurel Heights

was always happy to give me details about what he was doing) and professional. He analyzed my previous broken return, and had a new, fixed-up return done in 45 minutes.  Everything was explained...

2. Joe Freund, State…

Neighborhood: Pacific Heights

as a professional provider with exceptional integrity.  Those whom I have referred to him thus far have come back to thank me already....

3. H & R Block

Neighborhood: Pacific Heights

 

4. Eileen Magnes, EA,…

Neighborhood: Outer Sunset

that, my husband and I found her to be highly professional, very personable, direct and charming at the same time (yes- all this in a Tax Consultant.  I'm sure I don't have to point out...

5. Emmanuel A Santos…

Neighborhood: Union Square

Noel throughout the years has built his business from professionalism. He is totally cool. His friendly and very professional staff make you feel at home and at ease. He'll charge a bit extra...

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Knowledgeable

1. Cal State Health…

Neighborhood: Inner Sunset

Daniel is a knowledgeable about the insurance industry and is a pleasure to deal with from start to finish.  He's excellent at building relationships with his clients, and is always responsive...

2. Jason Gee - Farmers…

Neighborhood: Outer Richmond

The Customer Services is superb! Ruth goes out of her way to make sure you are satisfied with your service. Very knowledgeable and very happy with Ruth. Your Customer Service Rep represents your...

3. Fidelity Investments

Neighborhood: Financial District

to Fidelity Investments and Chris Charvotta. Fidelity already managed my retirement fund so it was not totally out of the left field. Chris was every bit as knowledgeable as they said. We were able...

4. Wang Insurance…

Neighborhood: Outer Sunset

and 31st) and every employee is so knowledgeable. They can help you with ALL of your insurance needs (home, auto, and more!) It is also so fantastic that their employees speak so many languages...

5. Liberty Tax Service

Neighborhood: Laurel Heights

fast service, they just asked me to call an hour or so ahead of time  - very friendly  - very knowledgeable, they helped me find all the things that I can write off that I didn't know about  - about...

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