Tamarind Financial Planning - San Mateo (CA)

Rick T Mr. Balza is the best!! He has strong skills in the Insurance and Financial Services sector. His professionalism and knowledge are second to none. On top of all that, he cares sincerely, he is looking out for your future not his wallet. Advise will always be the best fit for your particular situation no matter how large or small it may seem. In my opinion Mr. Balza is the best agent in his trade, his earned awards prove it. Dont hesitate, if youre looking for an agent Mr. Balza is the ONE.

Christine Joyner If you are looking for an Advisor to assist you with your financial security, Brandon is a perfect match. After your first meeting, you will feel comfortable and motivated to grow your savings. He will help you develop a long term plan to meet your goals and help ease your mind since the topic of savings can be stressful. Brandon is very knowledgeable and he has the ability to explain how the financial market works, so that one can understand and realize that it isnt as intimidating as it appears. You will leave his office with trust and understanding. Book that appointment, you will not regret it.