Brickley & Company, CPA Inc.
1900 O'Farrell Street, San Mateo, California 94403
About the Business
Brickley & Company, CPA Inc. is a trusted institution located at 1900 O'Farrell Street in San Mateo, California. Specializing in accounting and finance, we are your family of financial advisors for generations to come. Our goal is to help people achieve their financial goals and plan for the future, exceeding expectations with our solution-oriented approach.
We offer comprehensive income, trust, estate, and gift tax planning and preparation services. Our team combines wealth management and tax planning to support your future financial success. With a customized and comprehensive approach, we create plans that consider both the present and the big picture, while remaining tax efficient to optimize returns.
At Brickley & Company, we understand the ever-changing tech industry and offer financial plans that stay ahead of the curve. Our services include helping clients plan for a financially secure retirement, navigating company stock options, and choosing the right CPA for tax preparation and planning.
We also provide insights into investment strategies for high-net-worth individuals, as well as the impact of consumer spending on the economy and markets. Our team is dedicated to helping clients navigate the complexities of investing, risk management, and maintaining focus during market highs.
Brickley Wealth Management is a Registered Investment Adviser, offering advisory services only where licensed or exempt. We provide information for informational purposes only and recommend consulting with your own investment, tax, or legal advisor for personalized advice. Our firm does not provide legal advice, and past performance is not indicative of future returns.
For more information about our firm and services, please visit our website or contact us directly.
Contacts
1900 O'Farrell St, San Mateo, CA 94403, United States
Opening hours
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 16:30
Saturday:
Closed
Sunday:
Closed
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