Oui Financial - San Francisco, California

Address: 855 Lincoln Way, San Francisco, CA 94122.

Website: ouifinancial.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible restroom, Wheelchair accessible seating, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Oui Financial

⏰ Open Hours of Oui Financial

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: 9 AM–12 PM
Sunday: Closed

Overview of Oui Financial

When considering financial services in San Francisco, California, Oui Financial stands out as a commendable choice. Located at 855 Lincoln Way, San Francisco, CA 94122, this financial powerhouse offers a range of services tailored to meet diverse client needs.

To reach Oui Financial, you can either visit their physical address or take advantage of their online appointments option, ensuring convenience for those who prefer digital interactions. Their contact number isn't publicly listed, but their website, ouifinancial.com, is a valuable resource for more detailed information. The website is not only user-friendly but also provides a multilingual support feature, making it accessible to non-English speakers.

Specialties at Oui Financial include expert Financial Planning and robust Investment Services. These offerings indicate a commitment to helping clients grow their wealth thoughtfully and strategically. The company prides itself on being LGBTQ+ friendly and providing a transgender safe space, ensuring all clients feel respected and welcome.

For those seeking personalized attention, appointments are required, reflecting the firm's dedication to providing personalized service. It's also recommended to schedule an appointment in advance to make the most of your visit.

Other points of interest include their commitment to accessibility; Wheelchair accessible entrance, restroom, and seating ensure that everyone can enjoy their service without barriers. Their online appointment system and language assistance further highlight their dedication to inclusivity and convenience.

Opinions about Oui Financial are overwhelmingly positive, with 3 reviews on Google My Business all giving it a 5/5 average opinion. This speaks volumes about the quality of service and client satisfaction.

For anyone looking to navigate the complex world of finance with confidence and support, Oui Financial is a beacon of trust and expertise. Their combination of expert financial planning, investment services, and a welcoming, accessible environment makes them an excellent choice for individuals seeking to manage their finances effectively.

👍 Reviews of Oui Financial

Oui Financial - San Francisco, California

Emmanuel A. M.

5/5

Guillaume has helped to understand better my financial situation and take some sound decisions. I was looking for advices on how to optimize my finances in order to plan a proper retirement.
I could not be more satisfied with the results. Guillaume is very friendly, knowledgeable (with the added-value to understand as well the french systems of investments and taxation, ...) and reactive.
He took the time to explain me all the concepts (especially on taxation) and guided me to make changes in my portfolio (especially around the topics of Roth IRA and 401k optimization).
All in all, a very good and fruitful experience.

Claire B.

5/5

Working with Oui Financial has surpassed my expectations. I appreciate Guillaume’s straightforward and clear approach to investing. Services are tailored to my needs and never over complicated. I would highly recommend Oui Financial to anyone who wants expert, trusted service that aligns to their values.

Kamal

5/5

In planning my move to France, I needed someone who is familiar with the French financial system as well as the American’s. Monsieur Decalf of Oui Financial fit the bill. In my 45 minute conversation with him, he was very knowledgeable, patient, and resourceful. Monsieur Decalf addressed all my concerns and reaffirmed my knowledge without being condescending. He also followed up with an email for important contacts in France. I highly recommend Oui Financial for their honesty and prompt response to my financial needs.

Merci pour tout!