shannon a.
11/5/2023
Claudia is great. My parents had already worked with her for years. She helped them navigate a challenging system--they were renters until the day they died, without much in assets. She helped...
Fitch Financial Advisors
Closed
(3)
2627 Chestnut St
San Francisco, CA 94123
Fitch Financial Advisors LLC, founded in 1985 by Claudia Fitch, specializes in financial planning and tax counseling services. With both Enrolled Agent and Certified Financial Planner credentials, Claudia Fitch offers clients a robust understanding of taxation and financial strategies.
The firm prides itself on its dual expertise, allowing for comprehensive integration of planning strategies tailored to meet clients' needs. Claudia's commitment to the financial community is evident through her leadership roles in the Financial Planning Association at both national and local levels.
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Reviews
3.53 reviews
Charles S.
11/21/2019
I emailed Ms. Fitch months ago, telling her why I wanted her help. She emailed me back -- on a Sunday! -- asking for more details. When I wrote her that I wanted to reduce my taxes as a retiree...
Bob S.
9/5/2014
Claudia is amazing. She got our taxes in order quickly and efficiently. She saved us money! Highly recommended!
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