Thomas B.
3/15/2019
Peter and his team are truly incredible. Thoughtful, competent, kind, responsive. Can not recommend highly enough.
Morfin Financial Services
Closed
(13)
264 Arlington Ave
Kensington, CA 94707
Morfin Financial Services, based in Kensington, CA, provides payroll services, financial advice, and business consultations to businesses in El Cerrito and Kensington.
The company also offers personal financial advice and wealth management services, catering to both individual and business clients in the area.
Generated from their available business information
Also at this address
Reviews
3.513 reviews
Genie T.
12/3/2018
I used Peter for over 10 years and then learned how to do taxes so I now do my own. Peter is naturally curious and inquisitive so he was able to uncover applicable deductions that I did not even...
Frederick F.
7/9/2020
Referred by a mutual friend about 25 years ago and have alway felt well taken care of.
Daniel M.
12/4/2019
Not a client centric firm. The communication between tax preparers and to the client is inconsistent. Without any personal touch they prefer to take your info over the phone rather than meet for...
Brett D.
2/9/2016
You should really meet with Emily and Pete. If you are thinking you might need assistance with taxes or financial planning it can't hurt to reach out the Morfins. Before I met them I was doing my...
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