Accounting, Financial, and Real Estate Services (SF)

Banking

Bank Leumi USA: Personal and commercial banking services.

Wells Fargo: Whether you’re choosing a checking account, banking on the go, or managing your spending, Wells Fargo makes it easy for you to manage your everyday banking.

Charles Schwab: At Charles Schwab, our investment, retirement & financial services are personalized to your needs. Click to start planning your financial goals today!

ComericaJoel Tovel is a Financial Advisor with over 15 years of experience in banking and financial services. As a Wealth Management Advisor, Joel helps his clients achieve their savings and investment goals by building investment portfolios and managed accounts based on their risk tolerance. As a Comerica Business Banking partner, Joel helps business owners with all their business banking needs. Email Joel Tovel  for more information.

Taxes

Tony Quach & Co. CPA: We are a CPA firm that specializes in helping businesses and individuals save tax and pay less tax legally. Our focus is Tax.

Denis Maurer, EA: Taxes by the Bay specializes in preparing tax returns and planning for both individuals and small business owners. In our practice, we strive to achieve a close and long-lasting relationship with each client. We believe that good communication and efficient customer service are essential to achieving this goal. We strive to help you understand your personal and/or business financial situation.

Andrea Hyson, CPA: I am a tax professional specializing in tax preparation for individuals and small businesses. I graduated from Millersville University with a B.S. in Business Administration (Accounting) in 1991 and an M.S. in Taxation from Golden Gate University in 1998. I am also a member of the American Institute of Certified Public Accounts, and the California Society of Certified Public Accountants.

BOL Global, Inc: B.O.L. Global, Inc. is located at 2830 Geary St. in San Francisco, and is a full-service Certified Public Accounting firm licensed in the State of California specializing in supporting the needs of small to medium sized businesses

Insurance

Hugand Insurance Agency Inc: Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

EMF Insurance Agency: Employee benefits, group health, and travel insurance.

Real Estate

Kelly Dippel Real Estate: Born and raised in the Bay Area, she brings a wealth of knowledge and expertise about both commercial and residential real estate.  Kelly has earned the trust of her clients and is very proud of her large referral business and level of repeat clients. Kelly’s Commercial focus is mainly on start-ups/technology companies, non-profits, and law firms from Palo Alto to San Jose.  Her residential focus is mainly single-family homes from San Jose to Palo Alto.

Cresa Corporate Real Estate: As a real estate services partnership, our team provides strategic and customized real estate solutions for occupants, implemented through our global platform, without conflicts. With regional offices in the East Bay, San Jose and Palo Alto, we are the largest tenant representation firm in the Bay Area. Click here for more details on rent pricing in SF or Email Evan Combs for more information.

Rosen Realty Group: For over 30 years, RRG has supported tenants with office space requirements in the San Francisco Bay Area, from 3,000 to 250,000 square ft. We handle new leases, renewals, renegotiations, expansions, and subleases. Email Mark Rosen for more information.

Starboard TCN: Starboard TCN Worldwide Commercial Real Estate is a full service commercial real estate company specializing in San Francisco Bay Area office, retail, industrial and investment properties. Email Yoav Ben-Shushan for more information.