Sid Financial Services, LLC

Kalvin Sid is an incredibly knowledgeable and thoughtful financial planner... he is all about serving his client first and foremost. He is able to explain recommendations and the reasoning behind them in understandable English... and ... has the patience of a saint for those of us who require a lot of hand holding… Read full review

Kalvin is fantastic. He has provided sound investment advice and services after listening to and considering our priorities with respect to financial, family, life and even spiritual goals. Kalvin also is very knowledgeable about tax considerations when considering investment options. He is very caring and easy to work with.

I had recently retired early due to medical reasons. I worked for the government and have a TSP fund. Unfortunately, there are many companies just waiting for the opportunity to get their hands on your retirement. I am so grateful that Jesus Christ lead me to Kalvin. I was not prepared for retiring so early, it is… Read full review

We’ve been working with Kalvin and his team for over fifteen years. The integrity and professionalism that Kalvin and his team live out daily is remarkable. Kalvin’s work made it possible for us to pay California college expenses for two children, and still responsibly save money for other expenses. I happily tell… Read full review

Kalvin is a well-informed, highly experienced advisor. He truly is someone who cares about his clients. Honest, candid, and respectful professional!

Sid is very engaging and responsive to our needs, as well as flexible to view respond to us from our perspective.

We have consulted with Kevin Sid many times over the years and he has always given us sound wisdom. We just finished another session with him and the information that he gave is invaluable. I invested through him for my SEP and it always did very well. He is a very knowlegable financial advisor. Steve and Patti

Wow. What an incredible team of people. I came in for a consultation two weeks ago, woefully underprepared, and in tears as I’m going through a difficult life transition (which is why I will soon need Financial Planning). Amy, who I had spoken to on the phone but hadn’t met yet, was ready at the door with a… Read full review

Working with Kalvin has been a game changer. He brings a calm, intelligent, and grounded approach to financial planning and never makes things feel rushed or intimidating. He’s excellent at breaking things down, answering questions honestly, and helping you make decisions with confidence. I trust his perspective… Read full review

Kalvin Sid has been my broker for about nine years now. I am a residential Painting contractor. He has always given me excellent professional advice, Most recently he has coached me in a very significant way. I trust him with all my investments. Kalvin is a great listener and very discerning. He really cares about… Read full review

Kalvin was super easy to work with, and very knowledgeable. I had done some research on my own and was overwhelmed by amount of information, but he was able to break down the concepts for me.

Kal Sid is one of the most competent, honest, helpful, and effective financial planners you'll ever meet. I trust no one more than him and his services with my money.

Kalvin is a genuine and knowledgeable advisor that is focused on ensuring that not just your financial but life goals are being met. He's incredibly helpful and goes above and beyond in ensuring that he listens to you

I’ve been a client for 10 years and Mr. Sid has been an outstanding advisor. He understands my goals and works with me to meet and/or exceed them. He is not only professional but has shown genuine concern for my family. I highly recommend him and his wonderful staff.

Rating only, no written review.

Rating only, no written review.