Financial Insights & Strategies, LLC -

Financial Insights & Strategies, LLC is a reputable financial firm located in the heart of Silicon Valley, at . With a phone number of Phone: 4087184839, it is easy to get in touch with them for any financial inquiries or services.

Their website, financialinsightsllc.com, provides valuable information about their services and expertise. They specialize in a variety of financial areas, including divorce service, service establishment, financial consulting, financial planning, and mediation service.

One notable aspect of Financial Insights & Strategies, LLC is that they identify as women-owned, which can be an important factor for some clients in choosing a financial firm.

The company has received high praise from clients, with a total of 9 reviews on Google My Business and an impressive average opinion of 5/5. Here are some of the things that clients have had to say about their experience with Financial Insights & Strategies, LLC:

Very knowledgeable and helpful.
I highly recommend Financial Insights & Strategies, LLC.
They were able to help me navigate a difficult financial situation.
I felt confident in their expertise and guidance.

If you are looking for a financial firm that is knowledgeable, experienced, and committed to providing top-notch service, Financial Insights & Strategies, LLC is an excellent choice. Their specialties in divorce service, service establishment, financial consulting, financial planning, and mediation service make them a versatile and valuable partner for any financial need.

Furthermore, their identification as a women-owned business can be a significant factor for some clients, reflecting a commitment to diversity and inclusion in the financial industry.

With their convenient location, easy-to-reach phone number, and informative website, Financial Insights & Strategies, LLC is a financial firm that is accessible and dedicated to meeting the needs of its clients. Don't hesitate to reach out to them for any financial inquiries or services you may need. You can contact them through their website, financialinsightsllc.com, and experience their exceptional financial insights and strategies for yourself.

Reviews of Financial Insights & Strategies, LLC

Mary Chambers

5/5

Sandra is a true gem! She is thoughtful, precise, experienced, patient, and looks to the future. She navigated some rather complex financial matters and provided invaluable help. She respected my unique approach and worked with me to get the best solutions while being fair. She is a absolute professional, and also a wonderful human being.

Ana Wageman

5/5

Sandra was my great support during my uncomfortable divorce situation. Since the day I spoke with her for the first time until the end of the entire process she was always very informative about my financials and the next steps to take. She explained everything with simple words so I could understand easily. She was very professional, positive and very patient. She made me feel welcome at all times. I am sure I can ask her any questions and she will be there for me like she is for all her clients.
Thank you so much Sandra for being there for me, you did a great job and I really appreciate all your help!

Gillian Siple

5/5

If I could do my divorce over again, the one thing I wish is that I would have found Sandra sooner. Working with Sandra and her expertise as a CDFA, was more helpful AND cost effective than all the hundreds of dollars I paid to my lawyer. Sandra's financial expertise was helpful, specifically tailored to my questions, and responsive to my actual financial questions and concerns. I would meet with Sandra after a call with my lawyer, and Sandra would just GET it and explain all of her financial answers with charts and numbers so that I could much more easily make sense of the financial aspects of the divorce.
I didn't even know before going into my divorce that a CDFA (Certified Divorce Financial Analyst) would be an invaluable part of my divorce team that I needed. Now after working with and saving money for a smoother and faster divorce, my FIRST piece of advice to anyone facing a divorce is to find a CDFA you can trust. Have someone as financially savvy, detail oriented, and responsive to your questions / needs as Sandra on your team! You will be so thankful you did!

Saurabh Chandra

5/5

Sandra brings not just deep expertise and knowledge, but also a great amount of wisdom to difficult negotiations. She helped me understand my own financial needs and helped me structure the negotiations so that I was able to get what I needed with minimal conflict. Sandra's thoughtful and detail-oriented approach is amazing!

Christina G

5/5

Sandra is awesome. Technically savvy, thoughtful, patient and kind. I am a professional whose clients often need this type of financial guidance. I know that Sandra will provide caring and guidance that is customized for each individual. Thank you Sandra for being a reliable resource.

Connie Boyar

5/5

Sandra has excellent skills and experience to assist with complex financial issues in a divorce, including understanding 3rd party governmental benefits and giving guidance with the unique issues present when the couple divorcing have special needs children or adults. Her ability to strategize, and provide support both to her clients and their family law attorneys make going thru a divorce much easier. Highly recommend having a divorce financial planner especially with special needs children

Emma S.

5/5

Sandra is very knowledgeable and detail oriented. She looks at problems from different perspectives and analyzes them quickly. She’s got critical thinking and is very attentive. She’s the best advisor I’ve spoken with.

Brooklyn Cook

5/5

Sandra is warm, experienced, and knowledgeable, quickly responds, and is detail oriented. I consulted with a lot of people, and Sanda guided me to details that no one else advised me about. I highly recommend her to anyone.