Ballast Point Financial Planning - Burlingame, California

Address: 340 Lorton Ave #216, Burlingame, CA 94010.
Phone: 6506367526.
Website: ballastpointfp.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Ballast Point Financial Planning

☎️6506367526

⏰ Open Hours of Ballast Point Financial Planning

Monday: 8 AM–6 PM
Tuesday: 8 AM–6 PM
Wednesday: 8 AM–6 PM
Thursday: 8 AM–6 PM
Friday: 8 AM–6 PM
Saturday: Closed
Sunday: Closed

Overview of Ballast Point Financial Planning

Ballast Point Financial Planning, located at

340 Lorton Ave #216, Burlingame, CA 94010

, is a reputable financial planning service that has been making waves in the local community for its expert guidance and personalized service. The company can be reached at 6506367526 and their official website is ballastpointfp.com.

Specialties

As a financial planner, Ballast Point Financial Planning specializes in helping individuals and businesses navigate through their financial complexities. Their services range from budgeting and tax handling to strategic planning for company stocks.

Accessibility and Convenience

One of the notable features of Ballast Point Financial Planning is its welcoming and accessible environment. The company provides a wheelchair accessible entrance, parking lot, and restroom, ensuring that everyone can visit comfortably. The business is committed to providing a recommended appointment system, ensuring personalized attention for each client.

Opinions and Reviews

Based on Google My Business reviews, Ballast Point Financial Planning boasts a highly impressive average opinion rating of 5/5 across 3 reviews. While words cannot fully capture the positive experiences shared, one client mentioned, "We've had a really great experience with Ballast Point — and we feel much more knowledgeable about our finances. Drew and the team help us put together a budget, handled taxes, and plan for company stock."

This glowing feedback underlines the company's commitment to delivering exceptional financial planning services.

Additional Information

For those seeking financial guidance, Ballast Point Financial Planning stands out as a reliable choice. Their wheelchair accessible facilities make it easy for all clients to comfortably attend appointments.

Recommendation

Given the high-quality service and accessibility Ballast Point Financial Planning offers, we highly recommend reaching out to them through their website at ballastpointfp.com. Their convenient location and commitment to personalized financial planning make them an ideal choice for anyone seeking to improve their financial situation. Don't wait to take control of your finances—contact Ballast Point Financial Planning today

👍 Reviews of Ballast Point Financial Planning

Ballast Point Financial Planning - Burlingame, California

A G. U.

5/5

We've had a really great experience with Ballast Point — and we feel much more knowledgable about our finances. Drew and the team help us put together a budget, handled taxes, and plan for company stock.

Allison F.

5/5

Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will be using in the future to track our assets. Very grateful for Shawn and BPFP!

Nicholas G.

5/5

I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals. Despite studying economics, I didn't really understand how to even get started with planning my finances, and they really have made it easy. It's great that they also have expanded their practice to serve clients in Texas where I am.