Harris MyCFO - Palo Alto, California

Introduction

Harris MyCFO, situated at 2200 Geng Road in the heart of Palo Alto, California, is not your average financial consulting firm. This boutique-style company offers a personalized and comprehensive approach to financial planning, marketing consulting, and loan agency services. With a strong commitment to understanding and serving the unique needs of each client, Harris MyCFO has established a reputation for excellence in the Silicon Valley area.

Founded by financial expert and CPA, Mark Harris, the company prides itself on providing tailored financial strategies that help clients achieve their personal and business goals. With a focus on long-term relationships rather than quick fixes, Harris MyCFO is dedicated to guiding clients through every stage of their financial journey.

Main Services

• Financial Planning: Harris MyCFO offers comprehensive financial planning services, designed to help clients navigate the complex world of investments, retirement, tax planning, and estate planning. Their team works closely with clients to understand their financial objectives and develop customized strategies to help them achieve their goals.
• Marketing Consulting: The firm provides strategic marketing consulting services to businesses looking to grow and expand their customer base. Their expertise includes market research, branding, advertising, and digital marketing strategies that drive results.
• Loan Agency Services: Harris MyCFO assists clients in securing favorable loan terms from a variety of lenders. Whether it's for a business expansion, real estate purchase, or other personal needs, their team works diligently to find the best loan solutions for each client's unique situation.
• Professional Services: Beyond financial, marketing, and loan services, Harris MyCFO also offers a range of professional services, including business valuation, forensic accounting, and litigation support. These services are designed to help clients make informed decisions during critical business moments.

Location and Access

Harris MyCFO is located in the vibrant and bustling neighborhood of Palo Alto, known for its rich history, cultural diversity, and thriving business community. The firm's office is situated at 2200 Geng Road, just off Highway 101 and near the San Francisco Bay. The area is well-served by public transportation, with the California Avenue Caltrain station and several Santa Clara Valley Transportation Authority (VTA) bus stops nearby.

For those driving, the office offers ample parking, including a wheelchair-accessible parking lot. The building itself is also wheelchair accessible, ensuring that all clients can enter and navigate the premises easily.

Featured Characteristics

• Personalized Approach: At Harris MyCFO, every client receives personalized attention. The firm takes the time to understand each client's unique financial situation, goals, and challenges before developing a tailored strategy.
• Experienced Team: The Harris MyCFO team comprises highly skilled and experienced professionals, including Certified Public Accountants (CPAs), Chartered Financial Analysts (CFAs), and certified marketing experts. This diverse background ensures that clients receive comprehensive and expert guidance.
• Transparent Communication: The firm prides itself on maintaining open and transparent communication with clients. They provide clear explanations of complex financial concepts and keep clients informed about the progress of their financial strategies.
• Technology-Driven Solutions: Harris MyCFO leverages advanced technology to enhance the client experience. They use secure, cloud-based platforms for document sharing, virtual meetings, and real-time financial tracking.

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 (Pacific Time)
• Services: Financial planning, marketing consulting, loan agency services, professional services

Harris MyCFO is also active in the local community, participating in and sponsoring various events and initiatives. The firm's commitment to client service and community involvement has earned it a reputation as a trusted and reliable partner for individuals and businesses seeking financial guidance in the Palo Alto area.

Positive Aspects from Reviews

With an average rating of 3 out of 5 stars on Google My Business, Harris MyCFO has received positive reviews from clients who appreciate the firm's personalized approach and expertise. One client praised the team's ability to understand complex financial situations and provide clear, actionable advice. Another client commended the firm's responsiveness and attention to detail, stating that Harris MyCFO went above and beyond to meet their needs. These reviews highlight the firm's commitment to client service and the value they bring to each client's unique financial journey.

👍 Reviews of Harris MyCFO

Ashish G.

4/5

F A.

2/5

Ashish G.

4/5

F A.

2/5