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Yelp San Francisco

San Francisco Financial Services

SF Fire Credit Union

1. SF Fire Credit Union

5 star rating
23 reviews

Category: Banks & Credit Unions, Investing

No ATM fees ever!  They cash our checks online and credit our accounts while we send in our checks!  There are only a few people who work there and they know our names!  There's a bowl of candy when you walk into the branch!  Amazing amazing amazing customer service (either on the phone or via instant messenger).    My ATM card was lost in the mail and the overnighted me one for free, tracked it,…

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Professional

5 star rating 4 reviews

1. Eileen Magnes, EA,…

Neighborhood: Outer Sunset

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knowledgeable and up to speed on the latest tax laws.  Eileen was professional and took time to understand our situation so she could provide the best tax solution.  I highly recommend....

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2. H & R Block

Neighborhood: Pacific Heights

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seated and my "tax professional" is eating a fucking 12 inch subway sandwich as he's reading my tax docs. He looked at my 1099 and literally said, "What is this?" It's then that I realized I was about...

4.5 star rating 15 reviews

3. Joe Freund

Neighborhood: Pacific Heights

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

4.5 star rating 15 reviews

4. Liberty Tax Service

Neighborhood: Laurel Heights

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I spent three intense days working on my taxes and finally concluded I had to ask a professional to be absolutely sure about a few things. How did I decide where to go? Every year around tax season...

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5. Ameriprise Financial

Neighborhood: Financial District

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Troy Evans it they kind of professional you would send your single mother to for the advice she really needs.  I have had over 5 year experience with Troy and I feel after all of the interaction...

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Knowledgeable

5 star rating 8 reviews

1. Cal State Health…

Neighborhood: Inner Sunset

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I went online to get healthcare insurance quotes. The first person that contacted me was Daniel Masarsky. He was courteous & knowledgeable. I immediately felt he was trustworthy & I...

5 star rating 4 reviews

2. Fidelity Investments

Neighborhood: Financial District

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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...

5 star rating 9 reviews

3. Mercury Lending &…

Neighborhood: Union Square

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Mercury Lending is the best in the bay area.  Alex and his team are patient, knowledgeable, helpful and #1 in customer service.  They have excellent products which is extremely competitive...

5 star rating 6 reviews

4. Hollander Traci…

Neighborhood: Castro

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I have a condo and auto policy with these guys.  The policies are very comprehensive and their team is knowledgeable.  Best of all, their rates are very competitive, especially considering the amount...

5 star rating 9 reviews

5. Wang Insurance…

Neighborhood: Outer Sunset

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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...

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