Readers’ Choice 2022: Accountant/Financial Services

Sign up for Weekday J and get the latest on what's happening in the Jewish Bay Area.

< Go back to Readers’ Choice 2022 Listings

SAN FRANCISCO

SAS Financial Advisors, LLC

(415) 277-5955    sasadvisors.com
Senior Associate Ira Fateman and his team make up this boutique practice, which focuses on each household’s set of needs and goals. SAS Financial Advisors LLC, new to Readers’ Choice this year, offers financial planning services and investment management on a fee-only basis (no commissions) and works in each client’s best interests, with no financial stake in any recommendations they may make.  

 

EAST BAY

Guy Ben Ari 

ALAMEDA
(510) 522-2009  •  edwardjones.com/guy-benari
J. readers cite Guy Ben Ari as the consummate professional, and have repeatedly  voted him as best financial planner in the East Bay. Israeli-born and based in Alameda, he works with clients and their CPAs, attorneys and other professionals to determine the best financial strategy. After joining Edward Jones in 2009, he became a limited partner with the firm in 2018.

 

SOUTH BAY/PENINSULA

Matt Grodin, CPA

SAN MATEO
(650) 342-4394    grodincpa.com
A tax and accounting specialist, Matt Grodin — new to Readers’ Choice— provides individual and small business tax and accounting services. His goal is to “develop a close working relationship with each client, earning trust with responsiveness and personal attention” when called on for help with individual and small business tax preparation, tax planning and accounting.

 

NORTH BAY

Lawrence Jacobsen, CPA

SAN RAFAEL
415-457-2448    lawrencejacobsen.com
Lawrence Jacobsen, a new winner in Readers’ Choice, likes to educate clients to “understand the big picture” of their financial situation and “empower them to make the right decisions to achieve your financial goals.” With over 40 years of tax law expertise, his goal is to “create a customized solution to fulfill tax needs,”

< Go back to Readers’ Choice 2022 Listings