NC Financial Group | San Francisco - San Francisco, California

Here's a detailed overview of NC Financial Group located in the vibrant city of San Francisco, California. Nestled at 22 Battery St #401, San Francisco, CA 94111, this financial service provider offers a broad spectrum of services including Financial Consulting, Bookkeeping, Financial Planning, Investment Services, Payroll Services, and Tax Preparation. With an emphasis on accessibility and inclusivity, NC Financial Group proudly boasts wheelchair-accessible features such as entrances, restrooms, and seating, ensuring that all customers, regardless of ability, can access their services comfortably.

For those considering reaching out to NC Financial Group, it's noteworthy that they offer both onsite services and online appointments, catering to the diverse preferences of their clientele. Given their commitment to customer service, it's recommended to make an appointment as they value the personalized attention each client deserves. You can find their contact information conveniently displayed on their website, ncfinancialgroup.com, where you can also discover more about their services.

When it comes to customer feedback, NC Financial Group has garnered 6 reviews on Google My Business, which translates to an average opinion rating of 3.7/5. This average suggests a satisfactory level of customer satisfaction, reflecting the company's dedication to providing quality financial services. However, as with any business, individual experiences may vary, which is why it's beneficial to read the specific reviews to gain deeper insights.

For anyone seeking financial guidance or assistance in San Francisco, NC Financial Group stands out as a reputable choice. Their comprehensive range of services, combined with a welcoming and accessible environment, makes them a favorable option for both individuals and businesses. The inclusion of LGBTQ+ friendly policies and a transgender safe space further underscores their commitment to diversity and inclusivity.

To those considering financial planning or seeking expert advice, NC Financial Group's online presence through their website is a valuable resource. It not only provides detailed information about their services but also allows potential clients to connect with them easily. Given their location in the heart of San Francisco, accessibility is a key advantage for many residents and visitors alike.

👍 Reviews of NC Financial Group | San Francisco

Jonathan L.

1/5

Nicholas is very condescending, disrespectful, and offensive. I would not recommend working with him. Not only does he not listen, but he even called me "stupid" several times in our first call as a client. You would think an accountant has an idea for social skills, but it doesn't seem like Nicholas does. He scoffed at me for making 4-5 figure trading months, and boasts outlandish lies that he trades 7 figure trades a day. Unbelievable. I would never recommend someone to work with someone so distasteful and rude.

Shailyn B.

5/5

After meeting Mr Cassavrande through my boss who’s a mutual friend. I was immediately impressed with his very open and upfront direct ways. You know exactly what he’s thinking and what he’s doing at all times. We’ve decided to take the leap and work closely with him and his team to secure our finances that is best for our needs. I find him to be very professional, honest, fun, and extremely easy to talk to.

Veronica K.

1/5

I would not recommend this team at all! It seems Nicholas has too many different projects (in different areas of business) he is juggling at the same time which causes for poor communication, missed meetings, false promises to return calls or emails and worse of all a lack of consistency with what is verbally promised versus what is actually done. Nicholas is great with his words but his actions don’t match what he promises at all! If you are looking for consistency, reliability, professionalism and a team that properly guides you in a lucrative direction look elsewhere.

Stephen R. C.

5/5

Nicholas is wizard at what he does and not only has his clients best interest at heart, he genuinely cares and invests in people. He is not an orthodox financial advisor and certainty is not for everyone, hence the few unfavorable reviews here which are completely unfair. If he's not for you fine, but when you put your trust in him he completely delivers and goes above and beyond what any other accountant or financial advisor would do. He makes the complex and confusing world of the IRS/taxes/business ownership understandable to laymen and keeps a bigger vision for clients as the focus of everything he does. Go to Nick for finance with a heartbeat if not H&R Block will gladly take you.

Harrison B.

5/5

Nicholas took me as a walk-in, 5 days before the tax deadline. I had a complicated case and he walked me through all the paperwork, including forms I had not known about. Great guy - will be back with my wife next year.

Kristine O.

5/5

This man is amazing. He has helped my friends & me so much & has great advice. Not to mention that he is a really good guy, too. I have recommended him to many of my friends. Thanks, Nicholas!