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 37 reviews on Google My Business.
Average opinion: 5/5.

Location of RHS Financial

54952900

RHS Financial is a reputable financial planning firm that specializes in business-to-business services. The company is located at a convenient address, 4171 24th St # 101, San Francisco, CA 94114, making it easily accessible for clients in the San Francisco area. You can reach them by phone at 54952900 or visit their website at rhsfinancial.com for more information.

RHS Financial offers a wide range of services, including financial planning, investment management, and business consulting. They have built a strong reputation for delivering personalized and effective solutions to help businesses and individuals achieve their financial goals. With a team of experienced professionals, RHS Financial provides expert guidance and support to clients at every stage of their financial journey.

One of the standout features of RHS Financial is their commitment to accessibility. The company's office is wheelchair accessible, and they offer online appointments for clients who prefer to meet virtually. They also have restrooms on-site and require appointments, which helps ensure that clients receive the attention and service they deserve.

RHS Financial has received excellent reviews from clients, with an average rating of 5/5 on Google My Business. This is a testament to the company's dedication to providing exceptional service and delivering results. With 37 reviews on Google My Business, RHS Financial has established itself as a trusted and reliable financial planning firm in the San Francisco area.

If you are looking for a financial planner who can help you achieve your business or personal financial goals, RHS Financial is an excellent choice. Their team of experienced professionals, accessible office, and commitment to personalized service make them a standout in the industry. To learn more about RHS Financial and how they can help you, visit their website at rhsfinancial.com and schedule an appointment today.

Reviews of RHS Financial

RHS Financial - San Francisco, California

SAM JAMES

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.

Jason Gan

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.

Julia Rogers

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.

Carolyn Krieg

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.

Moosa Choudhry

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.

Lindsay Crittendon

5/5

Update: Nov 2024
Years later, still appreciate the approach from RHS. Strong recommendation.

We have loved our RHS Financial experience and strongly recommend partnering with them. The team is professional, diligent, and calm. We have much greater clarity around our finances; a clear retirement plan/path; and great tools with which to help make trade-offs.

maitrik shah

5/5

Super excited to have Alex and team on board for my financial journey. Alex was quite informative and open in our initial interactions about the whole process. Looking forward to long term partnership.

Tushar Bhushan

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!