Readers’ Choice 2021: Accountant/Financial Services

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SAN FRANCISCO

Ira Fateman

(415) 215-3822 • sasadvisors.com

Ira Fateman has been a financial and retirement advisor working with all types of clients and range of income levels for many years.  Unlike many firms who do this type of planning with their clients, Ira’s is fee-only. Thus, the firm does not earn commissions from insurance or investment products, nor do they accept any payments for the sale of products or payments from third-party vendors. Clients know up front that the advice you receive is impartial and also exactly what the fee will be. As one client said, “Ira and his firm are great listeners, non-judgemental and give sound, doable advice all along the way.”

 

EAST BAY

Guy Ben Ari

ALAMEDA
(510) 522-2009 • edwardjones.com/guy-benari

Guy Ben Ari is the consummate professional according to J. readers, who have voted him yet again as best planner in the East Bay.  Based in Alameda, this Israeli-born certified financial planner with Edward Jones works with clients and their CPAs, attorneys and other professionals to determine the best financial strategy. Since joining Edward Jones in 2009, Ari has been honored with the Pioneer Award in 2010, served in many leadership roles and became a limited partner with the firm in 2018.

 

SOUTH BAY/PENINSULA

ELM Advisors

BURLINGAME
(650) 697-3013  •  elmadvisors.com

On the J. Readers’ Choice list for another year, financial planners ELM Advisors serve clients of all ages and levels of wealth.  Whether your goal is a comfortable retirement, to provide for children and grandchildren or to leave a legacy for future generations, ELM can help you put together a plan to accomplish it. .

 

NORTH BAY

Perotti & Carrade

SAN RAFAEL
(415) 461-8500 • pc-cpas.com

When you need financial help, whether it’s tax preparation, estate or financial planning, you want to seek out a firm with deep knowledge, experience and a solid reputation. That’s what you get with Perotti and Carrade, celebrating 35 years of service to their clients. The firm’s roots run deep in Marin County and they serve not only clients in every county of the San Francisco Bay Area, but assist clients all over the country as well as a few international clients. They offer a full range of accounting services for individuals and businesses to help you achieve your financial goals.

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