Additional Information

  • Financial Service Organizations, Financial Advisors & Planners
  • Individual Tax and Planning, Business Tax and Advising, Business Audit and Assurance, Investment Management, Comprehensive Financial Planning, Exit and Transition Planning

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    08:00 AM - 05:00 PM
    Tuesday
    08:00 AM - 05:00 PM
    Wednesday
    08:00 AM - 05:00 PM
    Thursday
    08:00 AM - 05:00 PM
    Friday
    08:00 AM - 05:00 PM
    Saturday
    Closed
  • Sat-Sun: By Appointment

About Us

  • Finances can be complicated. Especially when you’re juggling the advice of multiple professionals across several firms. Having a CPA in one office and a CFP® professional in another can leave you feeling frustrated — and for good reason. You shouldn't have to play the role of mediator between financial professionals, but sometimes it can feel like your only option. On a mission to demystify finance, eliminate time-based fees, and provide truly integrated financial services — Eckhoff and Company & Eckhoff Wealth Management offer a comprehensive tax, advisory and financial planning experience to clients throughout the San Francisco Bay Area. Our team of licensed, highly credentialed professionals are committed to a team-based approach that puts your needs front-and-center. We offer so much more than custom strategies and fiduciary service. We deliver integrated communication and seamless collaboration across multiple facets of your financial life — all under one roof. Visit our other offices located at: Petaluma Office 775 Baywood Drive Suite 324 Petaluma, CA 94954 Phone: (707) 347-5270 Mon-Fri: 8:00 AM - 5:00 PM Sat-Sun: By Appointment San Francisco Office 225 Bush Street Suite 480 San Francisco, CA 94104 Phone: (415) 398-4251 Fax: (415) 982-1418 Mon-Fri: 8:00 AM - 5:00 PM Sat-Sun: By Appointment

PowerListings Synced

    • Yext PowerListings