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Kb Financial Advisory
- Financial Advising
- San Francisco, CA
About this business
KB Financial Advisory is located at 90 New Montgomery St # 1001, San Francisco, CA. This location is in the South Beach neighborhood. This business specializes in Financial Planning.
Location details
90 New Montgomery St # 1001, Ste 1001, San Francisco, CA, 94105, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been working with Jackie, Chelsea, and the team at KB Advisors for several years now and would highly recommend their services! I first started working with Jackie to better understand stock options that I had been awarded from my tech company, and she helped to ensure I got the most value as the company went through an IPO and acquisition. When I was getting married, I reached out to Chelsea & Jackie to understand how filing jointly could help save money on taxes, and my partner & I ended up getting legally married b... read more
Landon is a fantastic and effective financial advisor. He is responsive, thoughtful, and extremely knowledgeable. I would recommend him to anyone who is managing pre or post IPO equity, and/or trying to establish basic financial goals and milestones.
Landon is a fantastic and effective financial advisor. He is responsive, thoughtful, and extremely knowledgeable. I would recommend him to anyone who is managing pre or post IPO equity, and/or trying to establish basic financial goals and milestones.
We give KB Financial Advisors our highest recommendation for personal financial planning and tax preparation. My husband and I have been working with Jackie and the firm for over 20 years. When we first made the decision to commingle our finances, Jackie was our first stop. She has continued to grow our personal wealth over the years through a combination of sound advise and expert asset management. Jackie and the firm have even gone out of their way to provide compassion and advice during the disposition of assets after our... read more
I first met Jackie through a mutual friend, and reached out to her when I needed help with financial planning for myself and my (hopefully college-bound) children. Her method for understanding the type of risk I was willing to take has positively informed the way I grow my retirement, as well as deepening my financial literacy. Beyond working with me to establish a plan and baseline accounts, Jackie connected me with an excellent lawyer to draw up a trust and and with Chelsea, who has made my tax season extraordinarily simpl... read more
Frequently asked questions about Kb Financial Advisory
How is Kb Financial Advisory rated?
Kb Financial Advisory has a 4.6 star rating with 9 reviews.
When is Kb Financial Advisory open?
Kb Financial Advisory is closed now. It will open tomorrow at 9:00 a.m.
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