Harris MyCFO - Palo Alto, California

Introduction to Harris MyCFO

Nestled in the heart of Palo Alto, California, Harris MyCFO stands as a beacon of professionalism and expertise in the financial services sector. This innovative firm, located at 2200 Geng Rd, CA 94303, is dedicated to empowering businesses and individuals with comprehensive financial solutions tailored to their unique needs.

Main Services

• Marketing Consultation: Harris MyCFO offers expert marketing services to help businesses grow and thrive. Their team of seasoned professionals provides strategic planning, market research, and brand development to elevate your brand's presence.
• Financial Planning: With a commitment to financial well-being, Harris MyCFO delivers personalized financial plans. Their experts guide clients through budgeting, saving, investing, and retirement planning, ensuring a secure financial future.
• Loan Agency Services: The firm assists clients in navigating the complex landscape of borrowing. Whether you're a business seeking growth capital or an individual looking to purchase a home, Harris MyCFO can help you secure the best loan options.
• Professional Services: Harris MyCFO extends its expertise to a broad range of professional services. These include business consulting, tax planning, and estate planning, ensuring clients receive holistic financial guidance.

Location and Access

Situated in the dynamic Stanford Research Park, Harris MyCFO is easily accessible from major roadways. The office is just off Highway 101, making it convenient for clients traveling from nearby cities like San Francisco or San Jose. For those using public transportation, the California Avenue Caltrain station is a short drive away.

Parking is ample and accessible, with designated spaces for visitors and clients. The building also features a wheelchair-accessible entrance and parking lot, ensuring that all clients can access the firm's services with ease.

Featured Characteristics

• Experienced Team: Harris MyCFO is staffed by a team of seasoned professionals who bring diverse expertise and a wealth of experience to the table. Their commitment to continuous learning ensures that clients always receive the most up-to-date advice.
• Personalized Approach: The firm takes a personalized approach to financial services, recognizing that each client has unique needs and goals. They take the time to understand your situation and create a tailored plan to help you achieve your objectives.
• State-of-the-Art Technology: Harris MyCFO leverages cutting-edge technology to provide efficient and effective services. From online client portals to advanced financial planning tools, they ensure that clients have access to the best resources.

Practical Information

• Contact Information: You can reach Harris MyCFO at their office at 2200 Geng Rd, Palo Alto, CA 94303, or by phone at 650-210-5000. Alternatively, you can visit their website at harrismycfo.com for more information.
• Operating Hours: The firm is open Monday through Friday, from 9:00 AM to 5:00 PM. However, they offer flexible scheduling to accommodate clients' busy schedules.
• Community Involvement: Harris MyCFO is not just a business; it's a community partner. The firm is involved in various local initiatives, demonstrating its commitment to Palo Alto and the broader community.

Positive Aspects from Reviews

With an average rating of 3 out of 5 from 2 Google My Business reviews, Harris MyCFO has received praise for its personalized and professional approach to financial services. One reviewer commended the firm's "excellent customer service," while another appreciated the team's "in-depth knowledge" and ability to provide tailored solutions.

These positive aspects highlight Harris MyCFO's commitment to client satisfaction and its dedication to delivering high-quality, personalized financial services. While there is always room for improvement, the firm's focus on client-centric service is a strong foundation for building long-term client relationships.

👍 Reviews of Harris MyCFO

Ashish G.

4/5

F A.

2/5

Ashish G.

4/5

F A.

2/5