Harris MyCFO - Palo Alto, California

Introduction to Harris MyCFO: Your Comprehensive Financial Planning and Business Consulting Partner

In the heart of Silicon Valley, nestled at 2200 Geng Road, Palo Alto, CA 94303, lies Harris MyCFO, a distinguished financial planning and business consulting firm that has been serving the Bay Area and beyond since its inception. With a strong commitment to personalized service and expert guidance, Harris MyCFO specializes in transforming complex financial landscapes into navigable territories for businesses and individuals alike. Let's delve into the services, location, unique features, and practical information that make Harris MyCFO an invaluable partner in your financial journey.

Main Services: Holistic Financial Solutions for Businesses and Individuals

• Financial Planning: Harris MyCFO offers comprehensive financial planning services tailored to each client's unique needs. Their expert team helps individuals and families manage their wealth, plan for retirement, and navigate complex tax situations. They also provide specialized services for divorce financial planning and elder planning.
• Business Consulting: For businesses, Harris MyCFO serves as a strategic partner, assisting with budgeting, forecasting, and financial modeling. They also provide fractional CFO services, offering the financial expertise of a CFO without the overhead costs of hiring a full-time executive. Additionally, they specialize in helping businesses raise capital and secure loans through their network of lenders and investors.
• Marketing Consultant: Leveraging their extensive network and expertise, Harris MyCFO assists businesses in developing effective marketing strategies that drive growth and customer acquisition.
• Loan Agency Services: Through their connections with various lending institutions, Harris MyCFO helps clients secure competitive loan terms and navigate the complexities of the lending process.

Location and Access: Conveniently Situated in the Heart of Silicon Valley

Harris MyCFO's location at 2200 Geng Road places it in the Barron Park neighborhood of Palo Alto, a bustling epicenter of technology and innovation. The office is conveniently situated near several major thoroughfares, including Highway 101 and Interstate 280, making it easily accessible from neighboring cities such as San Francisco, San Jose, and Mountain View.

For clients who prefer public transportation, the office is just a short walk from the California Avenue Caltrain Station and several Santa Clara Valley Transportation Authority (VTA) bus stops. Additionally, the office is wheelchair accessible, with a designated entrance and parking lot for individuals with disabilities.

Featured Characteristics: What Sets Harris MyCFO Apart

• Personalized Attention: Harris MyCFO prides itself on providing personalized, one-on-one service to each of its clients. They take the time to understand each client's unique financial situation and goals before developing a tailored strategy to help them achieve their objectives.
• Expert Team: The Harris MyCFO team comprises seasoned professionals with diverse expertise in finance, accounting, marketing, and business strategy. Their collective experience enables them to provide clients with the comprehensive, well-rounded guidance they need to succeed.
• Proactive Approach: Harris MyCFO doesn't just react to financial challenges; they proactively identify potential opportunities and obstacles and help clients prepare for them. This forward-thinking approach allows clients to stay ahead of the curve and make informed decisions.
• Network of Partners: Through their extensive network of professionals in various industries, Harris MyCFO can connect clients with specialized services and resources they may need, such as legal, investment, or insurance expertise.

Practical Information: Everything You Need to Know Before You Visit

• Business Hours: Harris MyCFO is open Monday through Friday, from 9:00 AM to 5:00 PM. However, they encourage clients to schedule appointments at their convenience, including evenings and weekends.
• Contact Information:
  • Address: 2200 Geng Rd, Palo Alto, CA 94303
  • Phone: 650-210-5000
  • Website: harrismycfo.com
  • Email: [email protected]
• Parking: Complimentary parking is available in the lot adjacent to the Harris MyCFO office. Clients with disabilities can utilize the designated wheelchair-accessible parking spots.

Positive Aspects from Client Reviews: What People Love About Harris MyCFO

With an average rating of 3 out of 5 stars on Google My Business, Harris MyCFO has earned a reputation for providing valuable, personalized service to its clients. Several reviews highlight the following positive aspects:

• Expertise and Experience: Many clients praise the extensive knowledge and experience of the Harris MyCFO team, particularly in areas like financial planning and business consulting.
• Personalized Approach: Several clients appreciate the tailored, one-on-one attention they receive from the Harris MyCFO team, which helps them feel understood and supported throughout their financial journey.
• Responsiveness and Communication: Harris MyCFO is commended for its prompt and clear communication, ensuring that clients are always informed and up-to-date on their financial progress.

While the overall rating for Harris MyCFO may not be perfect, it is essential to consider the diverse needs and expectations of each client. The firm's commitment to personalized service and continuous improvement ensures that it remains an invaluable resource for individuals and businesses seeking comprehensive financial guidance.

👍 Reviews of Harris MyCFO

Ashish G.

4/5

F A.

2/5

Ashish G.

4/5

F A.

2/5