This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
Kb Financial Advisory
- Financial Advising
- San Francisco, CA
About this business
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 worked with KB for over 20 years. I started very early in my career and now I am financially independent. KB has helped with every step, I highly recommend working with them.
The team at KB Financial have been amazing to work with. They have a wealth of financial planning and tax knowledge to help with any questions you may have. I had a particularly tricky situation involving foreign options that they helped me navigate, removing a lot of the stress on my end. I couldn't recommend working with this team more.
We have been using KB for our financial advisory and tax preparation for ~10+ years and have been very happy with our partnership. Landon and Chelsea are a joy to work with - kind, straightforward, and pragmatic with their advice, and always available when we need their support!
I have worked with Chelsea on tax forecasting / tax filing and Landon for financial planning related to an IPO. I have high opinions of their service and would recommend. IPO's specifically introduce complications that I did not feel more generalist tax filing services could handle. Their flat fee model also means they're not motivated to upsell you on steep fees for managing funds / etc. I get the impression the staff are seasoned professionals and genuinely trying to provide help (e.g. relatively conservative investing adv... read more
We’ve been working with Landon and the team for several years, and their support has been invaluable. They’ve helped us navigate financial planning with clarity, provided smart investment strategies that align with our goals, and guided us through tax planning with a level of detail and care we really appreciate. What stands out is how responsive and proactive they are—whether it’s long-term planning or timely tax questions, we always feel like our priorities are understood and addressed. We’ve come away with more confidence... read more
Frequently asked questions about Kb Financial Advisory
How is Kb Financial Advisory rated?
Kb Financial Advisory has a 4.8 star rating with 18 reviews.
When is Kb Financial Advisory open?
Kb Financial Advisory is closed now. It will open on Monday at 9:00 a.m.
Browse nearby in San Francisco, CA
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com