KB Financial Advisors has provided outstanding fee-only, no-commissions financial planning since 2002. We offer personalized services for clients at all financial levels, including stock option analysis, wealth management and a program for young professionals with no minimum asset requirement. Our stock option analysis program identifies the most tax-efficient time to exercise, sell or hold stock options. It includes a tax return, portfolio analysis and investment recommendations. Our Wealth Management Retainer program provides ongoing portfolio management, insurance and estate updates, as well as tax preparation. Our On Your Way to Wealth program helps young professionals get started investing appropriately and focuses on immediate financial concerns.
Website: kbfinancialadvisors.com
Phone: (415) 905-5449
Cross Streets: Near the intersection of Market St and 2nd St
Closed now
- Sun Closed
595 Market St, 10TH floor San Francisco, CA 94105 ·2344.03 mi
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Reviews
yelpJackie has been my financial planner since 2008 and has guided me through a number of life changes. What I love most about Jackie is her approach of taking a look at the big picture, such as...
MoreI started out needing financial planning in the early 2000's and worked directly with Jackie Kleinman. I then founded PeopleThink and realized that my financials were becoming more complicated...
MoreLandon was my advisor for their On Your Way To Wealth service ($325/mo), for 7 months. The service was quite basic. It could be worth it for folks who don't have basic knowledge in personal...
MoreTried to charge me $2000 for just a simple introductory planning meeting! I was impressed with the positive reviews, so I reached out to KB. I had a call set up with Landon and filled out a...
MoreYears ago, the company I was working for messed up in their reporting of my stock options, so the IRS claimed I owed them thousands of dollars. I tried to resolve this on my own, but was getting...
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