I would highly recommend Larry for your taxes (business or personal) beause of his professionalism and thoroughness. And to top it all, very reasonable prices. More so, I found out he's a great financial planner as well so now he has all my business. If you want a well educated, good listener and someone with significant knowledge of the business world, look no more. He's the guy. If there was a rating of more than 5 stars, Larry would easily deserve it.
353 Sacramento St Ste 2300San Francisco, CA 94111
From Business: The advisor listed is an Ameriprise financial advisor in San Francisco. Comments are not verified, may not be accurate and are not necessarily representative of the…
I interface with Fidelity almost exclusively online or over the phone. When closing on our house it came down to having to bank wire same day, and I didn't want to risk the call-in/fax-in route. So I dropped in to the office over lunch. Everyone here was welcoming, there was no waiting (even at the lunch hour rush) and the gentlemen who helped me did so expediently.
The correlation matrix is easy to use and apply. World market map is really useful. Insider search is easy and fast. The content is a bit slow to load on some pages.