Harris MyCFO - Palo Alto, California

Introduction

Nestled in the heart of Palo Alto, California, Harris MyCFO stands as a beacon of professional financial services. At 2200 Geng Road, this company offers an array of specialized services aimed at helping businesses and individuals navigate the complex world of finance. With a strong commitment to client satisfaction and a team of experienced professionals, Harris MyCFO has been serving the community for many years.

Main Services

Harris MyCFO's comprehensive suite of services sets it apart in the industry. Here's a detailed list of what they offer:

• Financial Planning: The team at Harris MyCFO provides personalized financial plans tailored to each client's unique needs. This includes retirement planning, investment strategies, and tax planning to optimize wealth and minimize liabilities.
• Marketing Consulting: They offer expert marketing advice to help businesses grow and succeed. This includes market research, branding, and marketing strategy development.
• Loan Agency Services: Harris MyCFO assists clients in securing loans for various purposes, such as business expansion, real estate investments, or personal needs. They work with clients to understand their financial goals and help them secure the best possible loan terms.
• Professional Services: This includes a wide range of services such as accounting, bookkeeping, and payroll management. They help businesses streamline their financial operations and ensure compliance with tax laws.

Location and Access

Harris MyCFO is conveniently located at 2200 Geng Road, Palo Alto, CA 94303, just off Highway 101 and close to the Palo Alto Caltrain Station. This central location makes it easily accessible from various parts of the San Francisco Bay Area.

For those who prefer to drive, there is ample parking available on-site. The building is also wheelchair accessible, with a dedicated entrance and parking lot, ensuring that all clients can access their services with ease.

Featured Characteristics

One of the standout features of Harris MyCFO is its personalized approach to client services. Each client is assigned a dedicated financial advisor who takes the time to understand their unique financial situation and goals. This ensures that the services provided are not only comprehensive but also tailored to meet each client's specific needs.

Another notable characteristic is the company's use of advanced technology to provide state-of-the-art financial planning and management tools. This includes proprietary software that allows clients to track their financial progress in real-time.

Practical Information

Harris MyCFO can be reached by phone at 650-210-5000. Their official website, harrismycfo.com, provides detailed information about their services and offers a convenient online contact form.

The company operates from Monday to Friday, from 9:00 AM to 5:00 PM. However, they offer flexible scheduling to accommodate their clients' busy schedules. It's always a good idea to call ahead or use the online contact form to schedule an appointment.

Positive Aspects from Reviews

With an average rating of 3 out of 5 on Google My Business, Harris MyCFO has received a total of 2 reviews. Despite the limited number of reviews, the positive aspects highlighted by the reviewers are noteworthy.

• Personalized Service: Both reviewers praised the personalized approach of the financial advisors at Harris MyCFO. They appreciated the time taken to understand their financial situation and goals, and the effort made to provide tailored solutions.
• Knowledge and Expertise: The reviewers commended the team's extensive knowledge and expertise in financial planning and management. They found the advice and guidance they received to be invaluable.
• Responsiveness: One reviewer highlighted the prompt response and efficient resolution of a query, demonstrating the company's commitment to client satisfaction.

While the reviews are positive, the limited number of reviews suggests that Harris MyCFO may be a relatively new player in the market. However, their positive feedback indicates a strong start and a commitment to providing high-quality services.

👍 Reviews of Harris MyCFO

Ashish G.

4/5

F A.

2/5

Ashish G.

4/5

F A.

2/5