Sid Financial Services

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Sid Financial Services I am an independent Certified Financial Planner helping clients to achieve their financial goals by located in San Mateo, CA. Member FINRA/SIPC.

I am an Investment Adviser Representative with NEXT Financial Group, Inc. I help my clients clarify their financial goals, and determine realistic plans to achieve their goals. I develop comprehensive personal financial plans that include retirement funding, minimizing taxes, and protection from catastrophic losses. I collaborate with my clients select investments that are compatible with their goals, needs, and attitudes toward risk. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/16/2026

There are three main price-moderating forces: heavy reliance on strategic petroleum reserves, a decrease in oil demand for some countries, and China stepping back from oil market purchases.

10/15/2026

With mortgage rates above 7%, shopping around can pay off: identical borrowers may receive offers more than half a percentage point apart.

10/15/2026

Aging life care managers can arrange a move to a senior living facility, deal with Medicare and Medicaid, recommend doctors, drive a client to the dentist, and much more.

10/14/2026

The first interest rate hike came in September and fixed-income markets currently view further hikes as more likely than not.

10/14/2026

Homebuyers are increasingly looking beyond square footage for something harder to measure: neighborhoods designed to make it easier to know—and actually spend time with—the people next door.

10/13/2026

"It’s a Good Time to Buy Bonds," writes Burton G. Malkiel in this opinion piece from the Wall Street Journal. With high yields and stock prices, here's what to consider.

10/13/2026

Retirees may spend 30 years or more in their retirement, and therefore need a retirement plan that supports longevity.

10/12/2026

People are getting more worried that inflation is accelerating, and officials at the nation’s central bank are concerned.

10/12/2026

Discover practical strategies for vertical integration, strategic expansion and scaling businesses that work together to increase profitability and long-term value.

10/11/2026

Can I afford to get divorced? Learn how divorce affects income, housing, childcare, retirement, and long-term financial independence.

Address

San Mateo, CA
94402

Opening Hours

Monday 9am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

Telephone

+16503788588

Website

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