Cancel

Open app

Search

Beam Financial Group

5.0 (8 reviews)
Open 9:00 am - 5:00 pm

Services - Beam Financial Group

Accountants

Career counseling

Beam Financial Group Photos

You might also consider

Recommended Reviews - Beam Financial Group

Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
Yelp app icon
Browse more easily on the app
Review Feed Illustration

11 years ago

Helpful 1
Thanks 0
Love this 0
Oh no 0
Photo of Sonya Y.
34
89
30

11 years ago

Helpful 0
Thanks 0
Love this 1
Oh no 0

11 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0
Photo of Jill S.
645
60
8

11 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0
Photo of Shaw L.
79
39
8

11 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

7 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

11 years ago

Jessica is fantastic. When it comes to QB she knows here stuff and was able to make sense out of our records which were in shambles.

Helpful 0
Thanks 0
Love this 0
Oh no 0

11 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

Ask the Community - Beam Financial Group

You might also consider

Verify this business for free

People searched for Financial Advising 2,976 times last month within 15 miles of this business.

Verify this business

Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

Flex Tax and Consulting Group

(165 reviews)

North Beach/Telegraph Hill

Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

Beam Financial Group - financialadvising - Updated May 2026

Loading...
Loading...
Loading...