Last year we were told our building needed an inspection. The inspection was held. Norbert Cronin…read morenever sent the report to us or to the insurance company despite multiple requests on their part. We were threatened with a termination of insurance. No one ever answers the phone, no matter whom one tries to reach. Many left phone messages and a snail mail letter have produced no reply. I wonder what the positive reviewers are doing that we are not. We are looking for another insurance agent.

Poor customer service for an insurance agent…read more They don't answer their phone. Multiple attempts at updating our commercial lines account, thought this was solved last year, still hasn't been fixed.

Felt the need to write this review after having a really positive experience with Alejandra Perez…read moreeven though we did not end up binding the insurance with her. I reached out to them after my brother-in-law's mom suggested after she spoke to some friends that also have multi-family rentals in SF and she said they were able to not only get them a great policy but actually lower than what they had before which is very difficult in this environment we are in. I was hesitant at first thinking it is not possible to get a better policy/price and just accepted how crazy expensive insurance are nowadays. Alejandra was very meticulous and professional. We would have gone with her on 3 of our properties as she was able to save us about $19k off what we were paying the current year. Due to time issues and not having the required information needed from the insurance company, we were not able to bind with them and just went with our current broker even though we were paying slightly more. I wished I would have communicated better with her as she definitely displayed care and knowledge in this industry. For SF multi-family rental operators, do yourself a favor and give her a call as you will not be disappointed. If you have been with your insurance broker for as long as we have been with ours, it pays to shop around as we were able to save ten of thousands with just this experience. If given another chance, I would love to work with her again. Alejandra, I know you put in a lot of work and effort and I really appreciate this experience. Thank you and All the best!

I've been working with George Bourekas and his staff for years. Norbay Insurance services comp…read more provides Commercial Liability insurance for my small construction business company and personal needs. I was satisfied with the service in the beginning, but I have been greatly disappointed for the past three years. It seems as if George Bourekas has become "TOO Comfortable" with his business after building up a sizeable client base and generating a sizeable commission. Every year, we must renew our Liability insurance and home insurance, and it is the insurance agent's responsibility to walk me through the insurance application. George has stopped doing this lately. After a dozen years of being a loyal customer and always thinking I had good coverage and rates, I was foolishly trusting that George Bourekas was always "shopping" for the best rate for me. Instead, I was losing a lot of money from my pocket. It took me making one call for identical coverage to find out that it was half the price!! Plus, there were various coverage issues with some of the policies. I wish that I would have switched sooner. I stayed far too long, which lost me a lot of money. This is all because of my brokers George Bourekas misrepresentations, who was not doing his job correctly, carefully or morally. I Do Not recommend Norbay Insurance services, Inc .

I was looking for car insurance and had been quoting around for a while. I called them and decided…read moreto come in for a quote they are open until 6pm, they work with different companies, staff is friendly. Im very happy with their service. Would definetly recommend them.

After meeting with Chris on a weekly basis for 2 months I can he is punctual, friendly, and…read moreextremely knowledgeable when it comes to life insurance and protecting you from any curveballs life through at you. It was clear Chris is passionate about what he does from the first day we met! Thanks Chris

Chis is by far the best wealth manager that I have met in San Francisco…read more He is able to assess your needs and find the gaps and overlaps. In this day and age we need to have our butts covered from every angle while saving for retirement. Chris is assertive and very knowledgeable in small and/or large tough cases, he is able to communicate the ups, downs and all the way around coverage solution. Chris provides a real client experience and takes care of you in the processing from start to finish with ease. I'm not easy to please and Chris has surpassed my expectations and continues to follow-up. Thank you Chris for making me feel save, I completely trust you. You are your #1 asset, make sure you're covered. Call Chris NOW and set up an appointment. You'll be relieved after you make the call.

I knew our accountant personally before professionally, so I was a little concerned when he turned…read morethe corner for our first "meet and greet" and he had a beer in his hand. Not just any beer, but Stella and enough for all of us. My concerns were immediately alleviated when the meeting began because he was all business and surprisingly knowledgeable about tax laws. The process was as painless as taxes could be and we were happy with the outcome. The only problem we had was that it took so long for our taxes to get filed this is who will be bringing our returns this year: . - " " " , / ____ , \ { ______ }`{} ( / . . \ ) { ` -=^=- ` } { ` } { } `-,-` (This review was dedicated to our Ascii Art Accountant) Addendum: During our extension our accountant was able to exponentially increase our returns. I tried to convince him we should just keep extending our filing and increasing our returns. He informed me it doesn't work that way. Stupid Tax Laws.

So my boyfriend had this complicated tax problem, and since he is what I call "financeophobic," I…read moretold him I'd try to help him find someone to straighten it out. I read the review for Bogdan & Frasco and checked out their website and decided to give them a call. I ended up on the phone with Sande McGarry, who told me up front that she didn't think she was the right person for the job, but then she spent half an hour talking to me about my boyfriend's situation so she could give me what advice she could and refer me to someone else. She told me she'd call me back the following week, but I actually heard from her the next day and she referred me to someone outside her firm who was a perfect fit for his case both in terms of expertise and personality-wise. So while she didn't actually do any accounting work for me, I think the fact that she voluntarily took all that time to help me out shows that she: 1. really cares about helping people with their financial situations 2. is very knowledgeable, but also willing to say when she is not the right person for the job and 3. is just really cool and nice All of these are, I think, qualities that make for a good accountant.

I cannot say enough good things about Ed. I have been a client of Ed's for more than 25 years. He…read morehas provided his accounting expertise to our real estate investments, family distribution business and our personal tax returns. One of our businesses was recently selected for an audit by the IRS and Ed provided us with calming guidance and leadership to get us through the process resulting in the IRS accepting our returns "as filed" meaning no additional money owed! I highly recommend Ed Milber. If you a want personal, knowledgeable and caring relationship with a CPA, look no further than Ed!

This year, my taxes were a little more complex than in the past. I used to go to H&R Block, but now…read moreI wanted an accountant I could return to (no pun intended) each year and establish a relationship with, rather than getting a different person each time. Ed is great! Not only is he a really nice guy and a pleasure to work with, he made my complicated taxes seem completely effortless. He responded promptly to emails and answered all of my questions. I live nearby so I just popped over when I needed to give him documents. Now, my taxes are done and I have a clear head. Thank you Ed!

I hired Accounting Clear to help with our company's payroll, tax return, and all of our corporate…read morecompliance reminders. They have been helpful in making sure everything is filed by the deadline. They have a lot of experience in accounting, even with large companies, so they definitely can handle most cases. I have worked with them for many years and continue to be satisfied with their professionalism and work ethic.

I was impressed with how professional and efficient they were! I hired Accounting Clear to do my…read morepersonal tax return and they did a great job. Doing my taxes has always been a headache for me so It was great to have someone reliable to do it. I will definitely be using their services in the future.

Quick reply which helped me get insurance for a real estate purchase contingency. Emailed and…read moresigned online to bind the policy just in time. Thanks for your help!

Mohammad is a great guy will go out of his way to take care of his clients. This guy has been there…read morefor my family for decades and I highly recommend you guys to him there's a reason why we've been with his insurance company for more than 5 years.