Harris MyCFO - Palo Alto, California

Introduction

Nestled in the heart of Palo Alto, California, Harris MyCFO, located at 2200 Geng Road, is a professional services firm dedicated to providing top-tier financial planning, marketing consulting, and loan agency services. With a commitment to excellence and a client-centric approach, Harris MyCFO has been serving the Silicon Valley community since its inception.

Main Services

• Financial Planning: Harris MyCFO offers comprehensive financial planning services tailored to each client's unique needs. Their team of certified financial planners works closely with clients to create personalized strategies that align with their financial goals, whether it's retirement planning, wealth management, or estate planning. They provide guidance on investment strategies, risk management, tax planning, and more.
• Marketing Consulting: As a marketing consultant, Harris MyCFO helps businesses of all sizes develop effective marketing strategies to reach their target audience. Their team offers expertise in branding, market research, digital marketing, and traditional advertising. They work closely with clients to understand their business, identify their marketing objectives, and implement strategies to achieve them.
• Loan Agency: Harris MyCFO acts as a loan agency, assisting clients in securing the best financing options for their personal or business needs. They help with mortgage loans, business loans, lines of credit, and more. Their team works with numerous lenders to ensure clients get competitive rates and favorable terms.
• Professional Services: In addition to their core services, Harris MyCFO offers a range of professional services designed to help clients navigate complex financial and business landscapes. These services include business valuation, succession planning, and strategic planning.

Location and Access

Harris MyCFO's office is situated in the Barron Park neighborhood of Palo Alto, a vibrant community known for its strong sense of community and convenient access to Silicon Valley's tech hubs. The office is located near the intersection of Geng Road and El Camino Real, providing easy access from major thoroughfares such as Highway 101 and Highway 280.

Public transportation is readily available, with the California Avenue Caltrain station and several Santa Clara Valley Transportation Authority (VTA) bus stops within walking distance. For those driving, there is ample parking available in the lot adjacent to the building, with designated spaces for individuals with disabilities.

Featured Characteristics

• Experienced Team: The team at Harris MyCFO brings a wealth of experience and expertise to the table. Many of their financial planners are Certified Financial Planners (CFP), while their marketing consultants have backgrounds in a range of industries.
• Personalized Approach: Harris MyCFO believes in a personalized approach to financial planning and business consulting. They take the time to understand each client's unique needs and goals, and tailor their services accordingly.
• Community Involvement: Harris MyCFO is deeply rooted in the Palo Alto community. They sponsor local events, support local charities, and are actively involved in various community initiatives. Their commitment to giving back sets them apart and underscores their dedication to their clients and community.

Practical Information

• Address: 2200 Geng Rd, Palo Alto, CA 94303
• Phone: 650-210-5000
• Website: harrismycfo.com
• Hours of Operation: Monday - Friday, 9:00 AM - 5:00 PM (by appointment)
• Accessibility: Wheelchair accessible entrance, Wheelchair accessible parking lot

Positive Aspects from Reviews

Harris MyCFO has earned a reputation for excellence among its clients. With an average rating of 3 out of 5 stars from 2 reviews on Google My Business, the firm receives praise for its personalized approach and professionalism.

One reviewer commended the firm for their expertise and the time they took to understand their unique financial situation. They appreciated the customized financial plan they received and the ongoing support from the Harris MyCFO team. Another reviewer praised the firm's professionalism and responsiveness, stating that they always felt listened to and valued.

These reviews highlight Harris MyCFO's commitment to providing personalized, client-centric services. They underscore the firm's dedication to understanding each client's unique needs and providing tailored solutions to help them achieve their financial goals.

👍 Reviews of Harris MyCFO

Ashish G.

4/5

F A.

2/5

Ashish G.

4/5

F A.

2/5