Harris MyCFO - Palo Alto, California

Introduction

Nestled in the heart of Silicon Valley lies Harris MyCFO, a comprehensive financial services firm situated at 2200 Geng Road, Palo Alto, CA 94303. This boutique firm, founded by seasoned financial professional, Andrew Harris, offers a wide array of services tailored to meet the unique needs of individuals, families, and businesses. With a client-centric approach, Harris MyCFO aims to provide personalized, strategic, and unbiased financial guidance, helping clients navigate the complexities of wealth management and achieve their financial goals.

Main Services

• Financial Planning: The cornerstone of Harris MyCFO's services, financial planning involves a comprehensive analysis of a client's current financial situation, short-term and long-term goals, and risk tolerance. The firm's Certified Financial Planners (CFP) work closely with clients to develop customized plans that address investment, retirement, tax, estate, and insurance needs.
• Investment Management: Harris MyCFO offers discretionary and non-discretionary investment management services, catering to clients with diverse investment goals and risk profiles. The firm employs a rigorous research process to select and monitor investments, ensuring they align with clients' objectives and market conditions.
• Retirement Planning: With a significant portion of the Bay Area's population nearing retirement, Harris MyCFO specializes in helping clients prepare for this life stage. Services include 401(k) rollovers, pension maximization, Social Security optimization, and retirement income planning.
• Tax Planning and Preparation: The firm's tax professionals work year-round to minimize clients' tax liabilities and ensure compliance with the IRS. Services include tax planning, preparation, and representation, as well as strategies to mitigate tax implications from investments and financial decisions.
• Estate Planning: Harris MyCFO helps clients preserve and transfer their wealth to future generations through strategic estate planning. Services encompass wills, trusts, powers of attorney, and healthcare directives, as well as guidance on philanthropic giving and legacy planning.
• Risk Management: The firm assists clients in protecting their assets and mitigating risks through strategic insurance planning. This includes assessing clients' insurance needs, reviewing existing policies, and recommending appropriate coverage.
• Business Consulting: Harris MyCFO works with businesses of all sizes, providing expertise in strategic planning, cash flow management, employee benefits, and exit strategies. The firm also offers fractional CFO services, serving as an outsourced financial partner for growing companies.

Location and Access

Harris MyCFO's office is conveniently located in Palo Alto, a city known for its vibrant tech industry, high-end retail, and diverse dining options. The office is situated near the intersection of Geng Road and San Antonio Road, providing easy access to major thoroughfares such as Highway 101 and Interstate 280. The nearest public transportation option is the California Avenue Caltrain Station, approximately 1.5 miles away.

For those driving, there is ample parking available on-site, with designated spaces for clients and visitors. The office is also wheelchair accessible, with a ramp leading to the entrance and accessible restrooms on the premises.

Featured Characteristics

• Personalized Service: Harris MyCFO believes in fostering long-term relationships with clients, providing personalized attention and tailored solutions that evolve with clients' changing needs and circumstances.
• Transparent Communication: The firm maintains open lines of communication with clients, ensuring they understand the rationale behind recommendations and are involved in the decision-making process.
• Independent and Objective Advice: As an independent firm, Harris MyCFO is not tied to any particular products, services, or proprietary funds. This allows the firm to provide unbiased, conflict-free advice that always puts clients' interests first.
• Fiduciary Responsibility: As a fiduciary, Harris MyCFO is legally and ethically bound to act in clients' best interests, upholding the highest standards of integrity and professionalism in all aspects of the financial planning process.

Practical Information

• Address: 2200 Geng Road, Palo Alto, CA 94303
• Phone: 650-210-5000
• Website: harrismycfo.com
• Business Hours: Monday - Friday, 8:30 AM - 5:00 PM (Pacific Time)
• Specialties: Marketing consultant, Financial planner, Loan agency, Professional services
• Other Points of Interest: Wheelchair accessible entrance, Wheelchair accessible parking lot

Positive Aspects from Reviews

On Google My Business, Harris MyCFO has received an average rating of 3 out of 5 stars from 2 reviews. While the sample size is relatively small, the reviews highlight several positive aspects of the firm:

• Expertise and Knowledge: Both reviewers praised the firm's expertise and knowledge in financial planning and investment management, citing the team's ability to provide customized solutions that meet their unique needs.
• Professionalism and Integrity: One reviewer commended the firm's professionalism and integrity, noting that the team always acts in their clients' best interests and maintains open lines of communication throughout the financial planning process.
• Personalized Service: Another reviewer highlighted the firm's personalized service, appreciating the time and effort the team invests in understanding their financial goals and developing tailored strategies to help them achieve those objectives.

While the number of reviews is limited, these testimonials provide valuable insights into the strengths of Harris MyCFO, highlighting the firm's expertise, professionalism, and commitment to providing personalized service to each client.

👍 Reviews of Harris MyCFO

Ashish G.

4/5

F A.

2/5

Ashish G.

4/5

F A.

2/5