based on 1 review
Category: Banks
Tags:
mortgage brokers, real estate agents, investing, financial planning, san francisco, money, savings, budgeting, retirement, college
I am the owner of this business
Parking: Street
My husband and I have worked with Brandi Bernazzani for several years now and we only wished we'd met her ten years earlier. She has a wonderful, warm, but direct way of dealing with finances. She gave us the straight talk, got our budget on track, helped us with investing, real estate, our 401ks, saving for our kids' college expenses and automated our savings. Now, three years later, even in a down economy we have strong reserves, a house payment we can manage and are on our way to an early retirement. It was no nice to have someone impartial to help my husband and I get on track. We went from overspending to saving and our financial ducks are all in a row. She is a invaluable resource and we couldn't recommend her more highly.