Graystone Advisor
48 Port Royal Avenue, Foster City, California, United States
About the Graystone Advisor
Graystone Advisor is a finance institution located at 48 Port Royal Avenue, Foster City, California, United States. The institution specializes in providing fee-only comprehensive financial planning and investment management solutions for families, with a focus on helping them navigate the complexities of company stock and 401k investments.
The team at Graystone Advisor is dedicated to helping families bridge the gap between their financial goals and their personal aspirations. They assist clients in making informed decisions about their investments, taking into account factors such as leverage, income estimates, and tax implications.
As a registered investment adviser in the State of California, Graystone Advisor offers advisory services to clients in various jurisdictions. The information provided by Graystone Advisor is meant to be informative and educational, and should not be considered as investment, tax, accounting, or legal advice.
Clients can trust Graystone Advisor to provide trustworthy and reliable guidance on their financial journey, helping them achieve a balance between financial security and personal fulfillment.
Photos of Graystone Advisor
48 Port Royal Ave, Foster City, CA 94404, United States
Opening hours of Graystone Advisor
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Graystone Advisor
"We have worked with Aaron for tax/financial planning. We have found him to be friendly, knowledgeable, and responsive. He takes the time to explain and walk us through the details. I am glad we have chosen to work with him and would not hesitate to recommend him to others. Note: The other reviewer phrased it better than I did - we concur with everything!"
"I would recommend Aaron to anyone who needs financial advice. I interviewed a dozen financial advisors last year before discovering Aaron through a fee-only network. I ultimately chose to work with him, not only because he clearly demonstrated a deep knowledge of different aspects of personal finance, but because he really cares about helping his clients understand the big picture and what kind of goals/ attitudes they have regarding money. He took the time to get to know me and the why behind each of my questions. Instead of jumping to conclusions or asserting suggestions, he guides the conversation so that I understand the reasoning behind a recommendation and feel autonomy to choose what makes the most sense. I didn't realize the value of having ongoing support for financial decisions until I started working with Aaron. There are more questions than you think that come up throughout the year, so having someone always available to think through the decisions has been great. Aaron is always quick to respond over email or even phone calls and each meeting with him has been productive. Personal finance isn't just numbers on a page, but an understanding of what they mean for your life. I've learned so much from Aaron and finally feel content about my personal financial situation."
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