H L Financial Group - San Mateo (CA)

Roth Gulseth Legacy Finance provides the highest expertise in financial planning, retirement planning and so many other services. Brad and his team are so committed to providing an experience that is personal and customized to your needs. Truly, this is a great company and I highly recommend them to anyone looking for financial services.

Cindy Block I’ve always had a great experience here. Dr. Martin is wonderful Matt Mullen is wonderful. Dr. Sullivan was great - they all listen and take really good care of me - they taught me how to focus Instead of other approaches - 5 stars

Elia Medina Great experience!! Jose made our process So much easier. He got us in our dream place in less than 25 days! Thank you so much for all your help with this process, your honesty and commitment to us is very much appreciated..