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Best Financial services in SAN MATEO

3 trusted local Financial Services in San Mateo, California

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Sid Financial Services, LLC

1710 S Amphlett Blvd #128, San Mateo, CA
Zipcode: 94402
5.0 Since 2004
Specialties
College Fund Planning Retirement Planning Wealth Management Tax Managed Investing Estate Conservation Risk Management Financial Management
College Fund Planning Retirement Planning Wealth Management Tax Managed Investing Estate Conservation Risk Management Financial Management Charitable Giving Asset Preservation
About Business

Sid Financial Services is an independent financial advisory firm led by Kalvin Sid, CFP®, MBA, CKA®. The firm is built around a personalized philosophy that recognizes each individual, family, and small business as having different financial circumstances, goals, values, and priorities. Kalvin Sid has been working in the financial services industry since 1992 and developed his professional identity around educating people about money and helping them make informed financial decisions. He holds a bachelor's degree in Business Economics from UCLA, an MBA in finance from USC's Marshall School of Business, and the CFP® certification.

Sid Financial Services is an independent financial advisory firm led by Kalvin Sid, CFP®, MBA, CKA®. The firm is built around a personalized philosophy that recognizes each individual, family, and small business as having different financial circumstances, goals, values, and priorities. Kalvin Sid has been working in the financial services industry since 1992 and developed his professional identity around educating people about money and helping them make informed financial decisions. He holds a bachelor's degree in Business Economics from UCLA, an MBA in finance from USC's Marshall School of Business, and the CFP® certification.

Contact Information
(650) 378-8588
kalvin@sidfinancial.com
https://www.sidfinancial.com/
Working Hours
Open Mon 9:00 am - 5:30 pm Tue - Thu 8:30 am - 5:30 pm Fri 8:30 am - 5:00 pm Sat By Appointment Sun Closed
Customer Review
I have been investing with Kalvin over the past three years and appreciate his knowledge and guidance. He offers various investment options but doesn’t pressure you to buy into a particular product. He cares for his clients and wants to ensure that they are taken care of. If you are just starting out or want to review your current investment strategy, I would recommend speaking with Kalvin.
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Charles Schwab

1300 S El Camino Real Unit 110, San Mateo, CA
Zipcode: 94402
4.0 Since 1971
Specialties
Brokerage And Trading Retirement Accounts (IRAs) Education And Custodial Personal Choice Retirement Small Business Accounts By Financial Goal Schwab Trading Powered By Ameritrade™
Brokerage And Trading Retirement Accounts (IRAs) Education And Custodial Personal Choice Retirement Small Business Accounts By Financial Goal Schwab Trading Powered By Ameritrade™ Thinkorswim® Trading Platforms Platforms Overview Education Support Order Execution Research Mutual Funds ETFs Stocks Options Futures Bonds CDs & Fixed Income Money Market Funds Cash Solutions & Rates Annuities Cryptocurrency More Investment Products Bank Offerings Checking Savings Home Loans & Rates Pledged Asset Line Credit Cards Schwab Investing Themes™ Schwab Starter Kit™ Schwab Personalized Indexing™ Generating Retirement Income Tax-Efficient Investing Schwab Personal Trust Services Alternative Investments Fractional Shares
About Business

Charles Schwab is a major American financial company founded by Charles “Chuck” R. Schwab in 1971. They began as a traditional brokerage firm and later became a pioneer in discount brokerage, helping reshape the investment industry by making market participation more accessible and affordable.Over the decades, Schwab has grown into a large publicly traded financial institution with a strong focus on putting clients first. Its corporate identity emphasizes transparency, trust, innovation, ethical conduct, and helping individuals take greater ownership of their financial futures.

Charles Schwab is a major American financial company founded by Charles “Chuck” R. Schwab in 1971. They began as a traditional brokerage firm and later became a pioneer in discount brokerage, helping reshape the investment industry by making market participation more accessible and affordable.Over the decades, Schwab has grown into a large publicly traded financial institution with a strong focus on putting clients first. Its corporate identity emphasizes transparency, trust, innovation, ethical conduct, and helping individuals take greater ownership of their financial futures.

Contact Information
(650) 358-5517
(800) 435-4000
david.mentink@schwab.com
https://www.schwab.com/branches/san-mateo
Working Hours
Open Mon - Fri 8:30 am - 5:00 pm
Closed Sat & Sun Closed
Customer Review
We went to the San Mateo branch today and were served by a staff member named Willian Peironnet. He was so friendly and professional and solved our problem quickly. I must thank and praise him here.
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Gosho Financial Group

1900 S Norfolk St #350, San Mateo, CA
Zipcode: 94403
5.0 Since 2000
Specialties
Financial Planning Stock Option Planning 401(k) Management Investment Advice Retirement Planning Social Security Planning Eldercare Planning
Financial Planning Stock Option Planning 401(k) Management Investment Advice Retirement Planning Social Security Planning Eldercare Planning Generational Wealth Management
About Business

At Gosho Financial Group, what sets them apart is their strategic focus on investing in stocks for long-term income and principal growth, as well as other assets to secure a prosperous financial future. Their greatest value lies in their unwavering intent to do the right thing for their clients' welfare. Founded in 2000 by Carol Gosho, Gosho Financial Group has been a steadfast partner in financial planning and portfolio management for the residents of the San Francisco Bay Area and beyond.

At Gosho Financial Group, what sets them apart is their strategic focus on investing in stocks for long-term income and principal growth, as well as other assets to secure a prosperous financial future. Their greatest value lies in their unwavering intent to do the right thing for their clients' welfare. Founded in 2000 by Carol Gosho, Gosho Financial Group has been a steadfast partner in financial planning and portfolio management for the residents of the San Francisco Bay Area and beyond.

Contact Information
(650) 931-2518
info@goshogroup.com
https://www.goshogroup.com//
Working Hours
Open Mon - Fri 8:00 am - 5:00 pm Sat & Sun By Appointment
Customer Review
I have been a client of Gosho Financial Group for many years and have been very happy with my portfolio results and the high level of customer service I have received. Carol and her team have always gone out of their way to be responsive to my concerns and questions throughout the years. When my family went through multiple medical crises, Carol was only a phone call away and always remained responsive and focused, providing financial insight and direction that guided our path forward and upward. Carol even made personal visits to check in on us. Gosho Financial Group’s professionalism and dedication to their clients needs is truly inspiring.
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