Fiver Consulting Inc.
San Bruno, CA, San Mateo
San Bruno, CA, San Mateo
Founded in 2018, Fiver Consulting was established with the central idea that personal relationships are key to financial services. So we developed a small specialized firm offering personal lines insurance, tax preparation, and financial planning.
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What do you love most about your job?
Being able to help clients as that is something we genuinely enjoy. Especially the look people give when we are able to properly educate and teach them.
What inspired you to start your own business?
I wanted to be able to thrive in my own environment. I also wanted to work directly with people.
Why should our clients choose you?
You get honesty from us. And what I mean by that is that we give you opinions on how we would do things if we were in your shoes. We don't hide things and are as forward as we can be.
Insurance
Tax Preparation & Filing
Financial Planning
