An independent financial advisor in Silicon Valley and the San Francisco Bay Area providing objective personal financial planning, only for a fee (not a commission).
Advisory topics include investment and portfolio management, tax planning and preparation, retirement preparation, estate planning, and more.
Multiple locations in the Bay Area, including two in San Francisco (Richmond/Presidio Heights and North Beach), two in Silicon Valley (Burlingame and Palo Alto), and two in the North Bay/Marin County (Mill Valley and San Rafael).
Customers generally enjoyed the food, noting it was fresh and tasty, although there were some complaints about specific items being cold or not prepared correctly.
Customer Service
Service quality was inconsistent; while some staff were praised for being friendly and helpful, others were reported as rude or indifferent.
Cleanliness
The restaurant was frequently described as clean, with positive remarks about the overall hygiene and condition of the facility.
Coupon Issues
Several customers expressed frustration over the refusal to accept coupons and issues with online orders, leading to dissatisfaction.
Operational Hours
There were complaints about unclear operational hours and being turned away before closing time.