RHS Financial - San Francisco, California

Address: 4171 24th St # 101, San Francisco, CA 94114.
Phone: 54952900.
Website: rhsfinancial.com
Specialties: Financial planner, Business to business service.
Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 41 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of RHS Financial

☎️54952900

⏰ Open Hours of RHS Financial

Monday: 7 AM–4 PM
Tuesday: 7 AM–4 PM
Wednesday: 7 AM–4 PM
Thursday: 7 AM–4 PM
Friday: 7 AM–4 PM
Saturday: Closed
Sunday: Closed

RHS Financial, located at the address 4171 24th St # 101, San Francisco, CA 94114, is a reputable and well-established financial planning company with a strong focus on client satisfaction. With a dedicated phone line at 54952900, clients can easily reach out and connect with their team of experienced financial advisors. Their user-friendly website, rhsfinancial.com, provides comprehensive information about their services and the expertise they bring to the table.

SPECIALTIES

As specialists in financial planning and business-to-business services, RHS Financial prides itself on delivering personalized and innovative solutions to meet the unique needs of each client. They have honed their skills in various financial areas, ensuring that clients receive the most effective strategies and recommendations to guide them towards financial success.

OTHER POINTS OF INTEREST

RHS Financial goes above and beyond to accommodate their clients, offering online appointments and ensuring their office is wheelchair accessible. The company also values the importance of a clean and comfortable environment, with wheelchair accessible restrooms and restrooms available for all clients. It is recommended to schedule an appointment in advance, as this ensures adequate time and attention is given to each client during their visit.

OPINIONS

With an impressive 41 reviews on Google My Business, RHS Financial holds a strong reputation within the financial industry. Receiving a remarkable average opinion of 5/5, it is evident that their commitment to excellence and customer satisfaction is highly valued by their clientele. Many clients appreciate the personalized approach taken by the company, as well as the continuous efforts made to enhance their service offerings and certifications.

One notable review states:

We have known Alex Caswell for over five years, and he has consistently demonstrated his exceptional expertise in financial consulting. Alex prioritizes his clients' best interests and continually strives to improve his services by obtaining additional certifications, ensuring that he and his dedicated staff can provide the utmost care for their clients' financial needs. We feel completely at ease with the advice Alex provides, never feeling pressured into making specific investments. RHS Financial is indeed fortunate to have such a committed professional on their team.

RECOMMENDATION

For anyone seeking a reliable and trustworthy financial planning company, RHS Financial is an exceptional choice. By providing a comprehensive range of services, a dedicated team of experienced professionals, and a strong commitment to customer satisfaction, RHS Financial is the ideal partner for anyone looking to achieve their financial goals. We highly recommend visiting their website or contacting them directly at 54952900 to learn more about how they can help you secure a brighter financial future.

👍 Reviews of RHS Financial

RHS Financial - San Francisco, California

SAM J.

5/5

We have known Alex Caswell for > 5 years. He is an excellent financial consultant as he always has the clients best interest at heart. In addition, Alex is always trying to improve the service he provides us by obtaining additional certifications that may help him and his staff better take care of our financial needs.
We have always felt comfortable with the advice Alex provides us. At no time does he pressure us to make specific investments. He always finds a way to work out what is in our best interest. RHS is fortunate to have someone like Alex working in the company.

Julia R.

5/5

Alex and the RHS team are incredible at helping to assess financial fitness, planning and managing a roadmap for the future, and understanding all sides of fiscal impacts as it relates to life events and choices. We are beyond happy to work with RHS Financial and cannot recommend them highly enough.

Jason G.

5/5

I recently had the pleasure of working with Alex at RHS Financial, and I couldn't be happier with the experience.

The initial meetings—introduction, discovery, and proposal sessions—were all complimentary and incredibly informative. I've never felt pressured to work with him. Alex took the time to explain how RHS Financial operates, and I felt completely comfortable and well-informed throughout the process. He always made sure to prioritize my best interests in every recommendation.

Alex's ability to tailor strategies to my specific financial goals and circumstances was impressive. His knowledge is extensive, and his genuine commitment to helping me succeed makes all the difference. Alex's love for studying and learning has led him to gain all the highest accreditations in the industry, which only adds to my confidence in his guidance.

If you're looking for a financial advisor who's knowledgeable, innovative, truly cares about you as a client, and your long-term success, I can't recommend Alex at RHS Financial enough.

Peter A.

5/5

Alex has routinely, patiently, and expertly helped me navigate the financial complexities of most challenging aspects of my life — the great and the not so great — with understanding and care. I’m thankful he’s in my corner.

Carolyn K.

5/5

Alex and his team have been great to work with. Alex investigated my individual circumstance extensively, and has given me very sound retirement and financial advice. He's efficient, quick to respond to questions, and communicates his recommendations effectively. Working with Alex gives me the confidence and peace of mind that my financial matters are well in hand.

Torsten Z.

5/5

We've used RHS now for over a year, and are happy with the personalized financial planning and advice given. Their services are just what we need at this point in our financial lives.

Moosa C.

5/5

Signing up with RHS has given us peace of mind regarding our long term financial plan. Alex and the team at RHS are highly efficient and well organized. They rely on data and have a structured approach to financial analysis. Alex has taken the time to get to know our family situation and goals. He provides us with regular updates and is highly transparent. He has earned our trust and given us confidence that he will act in our long term best interest.

Tushar B.

5/5

It's been over a year since I started my financial journey with Alex, and I couldn't be more pleased with the progress we've made together.

From the outset, Alex took the time to understand my unique financial situation, aspirations, and concerns. Throughout the past year, Alex has consistently provided expert advice and guidance that has not only met but exceeded my expectations.

One of the things I appreciate most about Alex is his proactive communication style. Alex has been great at providing regular check-ins, updates on market trends, and a willingness to answer any questions I have. Alex has a genuine interest in my financial success and has been instrumental in helping me make informed decisions. Would highly recommend!