Kalvin Sid

San Mateo, Estados Unidos

5

Abierto ahora

9 opiniones

Contacto

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Teléfono:
+1 650-378-8588
Sitio web:
www.sidfinancial.com
Dirección:
Sid Financial Services 1670 S Amphlett Blvd, Ste 214, San Mateo, CA, 94402
Paradas y estaciones de transporte público cercanas:
930 mHayward Park
2.2 kmSan Mateo
2.3 kmHillsdale Caltrain Station
Categorías:
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Mapa

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Hoy

Hoy 08:30 – 18:00
Abierto ahora
Horario local (San Mateo) 12:34 miércoles, 25 de junio de 2025

Horario de apertura

lunes 08:30 – 18:00
martes 08:30 – 18:00
miércoles 08:30 – 18:00
jueves 08:30 – 18:00
viernes 08:30 – 18:00
sábado –
domingo –

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9 opiniones sobre Kalvin Sid

No se requiere registro
Tu valoración: 5
San Francisco, CA
I started working with Kalvin when I came into a lump of cash thanks to some dot-​com-​era long-​story. I talked with a couple of different financial advisers. Kalvin clearly seemed to best understand my needs and desires… and has continued to do so ever since. He’s now handling pretty much all of my investments and has consistently done very well for me. He’s responsive to any concerns I’ve got… and since those aren’t many, he’s able to just run with things with minimal input from me. I can’t imagine a better, more comfortable scenario. Thanks Kalvin…
Tu valoración: 5
San Mateo, CA
I’ve known Kalvin for several years and know him to be professional, knowledgeable and kind. He’s very approachable and explains complex matters in an easy-​to-​understand way. His caring way makes difficult financial problems easier to discuss and manage.
I enjoy his wit and appreciate his sincerity.
Tu valoración: 5
Palo Alto, CA
Kalvin has been my Financial Advisor for the last 8-​years and it’s been a very beneficial relationship for me. The last 8-​years have been a real roller coaster ride, economically & investment speaking, and I have not lost a dime under Kalvin’s knowledgable, professional and attentive management. Last year, I made about $ 3,000 on a very modest portfolio. I’m kinda pushy and tend to tell my advisor what I want and he rode that out with grace and without telling me where to get off. I’ve long since learned that he’s «the man» and it’s best to let him roll and I just go along for the ride…
Tu valoración: 5
Hayward, CA
Recently had our first meeting together. Kalvin was everything as advertised. I can’t wait to learn everything I can from him. I highly recommend his services.
Tu valoración: 5
San Francisco, CA
I’m relatively new into my career and this was my first time looking for a financial advisor to help me manage and invest my money. Since I’m new in my career I don’t have as many assets as a typical potential client would. This didn’t cause Kalvin to treat me any differently than bigger clients. I know he’s not making much money on managing my assets, but he’s always more than happy to take time out of his day to give me advice about the assets he manages and also any general financial questions/​concerns I have.
Tu valoración: 5
San Mateo, CA
Kalvin is knowledgeable in his profession. He truly cares about people and making sure that he is doing the right thing both morally and spiritually. I would highly recommend Kalvin to all of my family, friends and clients because I know he will take great care of them! –Sarah Parsons.
Tu valoración: 5
San Mateo, CA
Kalvin expertise and professinalism and understadning the goals of his clients are the most important element is assisitng myself and clients.
Tu valoración: 5
Redwood City, CA
Kalvin truly has the heart of a teach and provide top-​notch financial advice. He takes the time to learn about his clients needs and educates his clients on all the complex financial instruments available in the marketplace. The honestly and sound judgment that Kalvin provides is reassuring and refreshing in today’s volatile financial markets.
Tu valoración: 5
Sunnyvale, CA
I have worked with Kalvin for several years now. He is very knowledgeable about investment strategies. I greatly appreciate that he makes himself available to my phone calls and always offers sound financial advice.
Kimie S./Santa Clara