Brisbane Financial Services

Professional

1. RDM Tax Service

Neighborhood: Bernal Heights

Dave Marzane is a consummate professional, all around nice guy, and a fast man with his Tax Hands.    He came recommended by a friend, and I was so…

2. Todd Tax Service

Neighborhood: Noe Valley

Up until this year, I was Turbo Tax-ing it on my own, an exercise that was getting pretty old. In addition, an old direct-sales business of mine was…

3. Bank of America

I just finished writing the detailed review of the nightmare at the Pacifica B of A branch to have it appropriately listed under the Pacifica branch.…

4. Phil Grites - State…

From the time I wrecked my car when I was 17 years old, to about five minutes ago when I asked him what to do about the computer I got my girlfriend…

5. Bank of the West

I have had a business checking account with Bank of the West since last year. Over time I've gotten to know a fair number of employees at this branch…

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Knowledgeable

1. Sherri King Tax…

Neighborhood: Noe Valley

Sherri has done my taxes for years.  She's amazing and has the highest standards.  She's very honest.  Her office is very homey.  I feel like I'm…

2. Liberty Tax Service

Neighborhood: Bernal Heights

Last year I went from working in 2 different companies to doing independent contractor work to starting my own business so I had a BUNCH of tax forms.…

3. Frank Lew agent

Neighborhood: Parkside

I have been a customer of Frank Lew since 2001 - wow, I just realized that it's been that long!  His office currently covers two of our family…

4. O'kane & Tegay…

Neighborhood: Outer Sunset

When my insurance person retired, I noticed that my employer used O'Kane and Tegay for their insurance needs and thought I'd call them and ask if they…

5. Susan Levinson -…

Neighborhood: Noe Valley

I switched from Progressive Insurance to State Farm insurance for my vehicle. I added on renters insurance and an umbrella policy and still paid less…

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