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    Morling & Company

    4.4 (27 reviews)
    Closed 9:00 am - 5:00 pm

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    Review Highlights - Morling & Company

    Several of my colleagues at a SF tech company highly recommended Jennifer Batuyong at Morling & Company.

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    Alpha Wealth Management and Planning - Alpha Wealth Management & Planning Team

    Alpha Wealth Management and Planning

    (11 reviews)

    We are so appreciative of Andrei and the entire team at Alpha Wealth Management for getting us on…read morethe right track with our financial future. It feels like a huge weight has been lifted now that we have everything in place -- life insurance, a trust, and all of our investments managed together in one portfolio that actually fits our goals. We recently welcomed a baby girl, and it brings us peace of mind knowing she'll be taken care of if anything ever happens to us. The Alpha Wealth team has been incredibly patient and kind, giving us gentle reminders to get paperwork in when life got busy. They were quick to respond whenever we needed something, even same-day tax documents, and were so understanding when we made mistakes, always helping us find solutions. It's obvious they truly care about their clients and take pride in what they do. We can't recommend Alpha Wealth Management enough to anyone looking for trustworthy, compassionate, professional financial guidance

    Andrei Jigalin of Alpha Wealth Management is a certified financial planner (CFP). The world is…read morethick with them. Why Andrei? I'm not a money guy. I don't read Forbes for fun. For my financial planner, I need someone I can trust without thoroughly understanding all the ins and outs, all the back story behind various investment strategies. I need someone who is patient and can speak plainly and clearly to me about the reasons for one strategy over another and the ramifications of any plan and guide me to the wisest choice. In short, I need Andrei. I have known Andrei for years, and during that time have often been impressed with his professionalism, his know-how, and his kind, patient, and friendly manner. Listening to his presentations before various groups has further nurtured my confidence. Now I have invested some of my retirement funds with Andrei, and plan to increase my investment over the next several years. I know that is one of the smartest financial decisions I have ever made.

    Axis Bookkeeping Services

    Axis Bookkeeping Services

    (3 reviews)

    Glad to see this guy has put a sign up and is open for the rest of you to hire him. He's going to…read moresave you a TON of headaches and the good stuff $$$$ MOOLA I was lucky to find Keith, many years ago. I run my own business and he set me up to create and distribute invoices, collections, and everything that it takes to get my billing done. I mean it was a revelation for me to get everything in order and know where it's all going - and More Importantly - where it's coming in from!! Right. They did my taxes and saved me a bunch of money - and listen, I have an undergrad in accounting with a concentration in taxes (4.0 in this area) but I gotta admit - it is / it was and always will be CONFUSING! (Confucius say use Axis to save yourself aches and pains). Okay, maybe too corny. A HUGE Blessing to have these guys really take the time - be extremely patient (I wouldn't be that patient) and take me through the steps of doing my own day to day accounting. At first they did it for me - and then they weaned me out of it by helping me through the steps numerous times. I wanted to do it after a few years when my business became easier. Point is - Contact Axis with Keith - you will Love this guy. He's too easy to deal with and he has a personality. Some accountants you don't know what they're thinking like it's some kind of mystery. Not so with these guys - straight up, reliable, and get the job done by knowing all the angles. INTEGRITY

    My books were a disaster. My previous bookkeeper completely messed all my records up and to be…read morefrank: had no idea what he was doing. I had 55k in uncategorized expenses...what??? And then, the stars aligned. I had previously worked with Keith and Alissa in my past life. They were highly regarded throughout the company and were known to get it done. Keith randomly reached out to me asking if I needed help with my books. I jumped out of my chair and said I needed him 6 months ago!! I would hire him as my CFO if I could afford him (I still plan on doing so when I can ;)). I now actually have books that are properly categorized and inventory that is actually booked properly! It's freaking amazing. I can not recommend this firm more to people that are in need of accounting/bookkeeping services!

    Charles Schwab

    Charles Schwab

    (3 reviews)

    Trying to open a Schwab account for global travel has been almost 3 weeks of confusion. Endless…read morecalls to Customer Service filled with friendly people but conflicting advice and long delays in results. This local office has been most helpful. Special shoutout to Kaylen for walking us through the final questions.

    In November of 2025 I called this office and spoke to a person asking for advice on how to sell…read moresome stocks from my brokerage account. He confirmed the process for me, but because my account is self managed he did not have the desire to open my account and view it before answering my questions. I did the transaction via my phone app, and when the money went into my account it was over $30,000 short. When I called Schwab I was told there was a "Notice B" notice on my account from the IRS that required Schwab to send 24% of any transaction I conduct to the IRS as a tax withholding. If the person I had talked to, had taken the effort to just quickly check my account he would have seen that notice and could have advised me to correct the issue with the IRS before cashing out my stocks. Additionally, this issue was brought to my attention years ago, I provided the documents to Schwab to correct the problem but apparently Schwab never corrected the issue with the IRS. The issue was quickly corrected again, but this time I called Schwab customer service to confirm that notice had been removed from my account. I'm now having difficulty getting this money back from the IRS due to a mistake my tax person made when filing my taxes. This whole problem would have been avoided if the person I talked to at this local office had taken the time to check my account and give me solid advice that protected my interest. I'm now stuck in a bureaucratic nightmare with the IRS. Unless you have a "managed account " with this local office you will not get the help you need. Better to call the customer service line.

    Morling & Company - financialadvising - Updated May 2026

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