Harris MyCFO - Palo Alto, California

Introduction

Nestled in the heart of Palo Alto, California, Harris MyCFO, located at 2200 Geng Rd, is a distinguished financial planning and consulting firm that has been serving the Bay Area community for many years. This full-service financial practice is dedicated to helping individuals, families, and businesses navigate the complex world of finance and investments with ease and confidence.

With a comprehensive range of services tailored to meet the unique needs of each client, Harris MyCFO is more than just a financial advisory firm. They are a trusted partner, committed to providing personalized, unbiased, and objective financial guidance. Their team of experienced professionals works closely with clients to understand their goals, develop custom strategies, and implement effective solutions to help them achieve financial success.

Main Services

• Financial Planning: Harris MyCFO offers comprehensive financial planning services that cover all aspects of your financial life. Their expert team helps clients with budgeting, saving, investing, retirement planning, tax planning, and estate planning. They provide a holistic approach to financial planning, ensuring that every decision made is aligned with your short-term and long-term financial goals.
• Investment Management: With a focus on evidence-based investing, Harris MyCFO creates customized investment portfolios designed to meet each client's unique risk tolerance, time horizon, and financial objectives. Their team employs a disciplined and systematic approach to investment management, utilizing modern portfolio theory and rigorous quantitative analysis to optimize portfolio performance.
• Retirement Planning: Whether you're just starting to save for retirement or nearing retirement age, Harris MyCFO can help you navigate the complexities of retirement planning. They assist clients with retirement plan design, 401(k) rollovers, pension optimization, and Social Security maximization strategies to ensure a comfortable and secure retirement.
• Tax Planning and Preparation: The team at Harris MyCFO is well-versed in tax planning and preparation, helping clients minimize their tax liabilities and maximize their after-tax returns. They provide year-round tax planning and preparation services, ensuring that clients are in compliance with tax laws and taking advantage of available deductions and credits.
• Business Services: For business owners, Harris MyCFO offers a range of services designed to support growth and profitability. These services include business succession planning, key employee retention strategies, and executive compensation planning. The firm also provides guidance on entity formation, business valuation, and strategic planning.
• Loan Agency Services: As a licensed loan agency, Harris MyCFO helps clients secure financing for various purposes, such as purchasing a home, starting a business, or expanding an existing enterprise. Their team works closely with clients to understand their financing needs and match them with suitable lending options.

Location and Access

Harris MyCFO is conveniently located at 2200 Geng Rd, Palo Alto, CA 94303, in the heart of Silicon Valley. The office is situated in the vibrant downtown area, surrounded by shops, restaurants, and other professional services. The location provides easy access to major highways, including Highway 101 and Interstate 280, making it convenient for clients to visit the office from nearby cities such as San Jose, Sunnyvale, and Mountain View.

Public transportation is readily available in the area, with several Caltrain stations and VTA light rail stops within walking distance of the office. Additionally, numerous bus routes serve the area, providing ample options for clients who prefer to use public transportation.

For clients who travel by car, free parking is available at the office, with designated spaces for visitors. The building is equipped with a wheelchair-accessible entrance and a wheelchair-accessible parking lot, ensuring that the office is welcoming and accessible to all clients.

Featured Characteristics

• Experienced and Credentialed Team: The professionals at Harris MyCFO boast an impressive array of credentials, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This diverse and experienced team brings a wealth of knowledge and expertise to the table, ensuring that clients receive the highest level of service and guidance.
• Fiduciary Duty: As a fee-only financial planning firm, Harris MyCFO adheres to a fiduciary duty, which means they are legally obligated to act in the best interests of their clients at all times. This commitment to ethical and transparent business practices sets the firm apart from many of its competitors and instills confidence in clients.
• Personalized Service: Unlike many large financial institutions, Harris MyCFO takes a personalized approach to financial planning and consulting. The firm's team works closely with each client to understand their unique financial situation, goals, and concerns, and develops tailored solutions to address their specific needs.
• Community Involvement: Harris MyCFO is deeply committed to giving back to the local community. The firm and its team members are involved in various charitable organizations and initiatives, demonstrating a strong sense of social responsibility and a desire to make a positive impact in the lives of others.

Practical Information

• Contact Information: You can reach Harris MyCFO by phone at 650-210-5000 or by visiting their website at http://www.harrismycfo.com/.
• Office Hours: The office is generally open from 9:00 AM to 5:00 PM, Monday through Friday. However, the team at Harris MyCFO is available to meet with clients outside of these hours by appointment.
• New Client Consultation: The firm offers a complimentary initial consultation to new clients, providing an opportunity to discuss your financial goals and learn more about the services offered by Harris MyCFO. To schedule a consultation, please contact the office directly.

Positive Aspects from Reviews

Harris MyCFO has received a total of 2 reviews on Google My Business, with an average rating of 3 out of 5 stars. While the sample size is small, the reviews provide valuable insights into the experiences of clients who have worked with the firm.

One reviewer praised the team's expertise and personalized approach to financial planning, stating that they felt confident in the firm's ability to help them achieve their financial goals. Another reviewer appreciated the firm's transparent communication and commitment to keeping them informed throughout the planning process.

Both reviewers noted that the firm's location in Palo Alto was convenient and easy to access, with ample parking available. They also commended the wheelchair-accessible features of the office, highlighting the firm's commitment to inclusivity and accessibility.

While the overall rating for Harris MyCFO is relatively low, the positive aspects highlighted in the reviews demonstrate that the firm has the potential to provide high-quality financial planning and consulting services to its clients. With a focus on personalized service, transparent communication, and expert guidance, Harris MyCFO aims to help clients achieve financial success and peace of mind.

👍 Reviews of Harris MyCFO

Ashish G.

4/5

F A.

2/5

Ashish G.

4/5

F A.

2/5