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Perennial Wealth Management

83 Alameda Ave
Half Moon Bay, CA 94019 650-766-6654

Ratings

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Consumer Ratings for Perennial Wealth Management — 3 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Consumer Comments for Perennial Wealth Management

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Consumer from Belmont, CA
May 03, 2020
Recommended
Have been using Jim Barry for years and very satisfied with his services.
Consumer from Half Moon Bay, CA
Jul 19, 2017
Recommended
Jim stays on top of my tax situation as the pertinent regulations change. He always returns my calls quickly.
Consumer from Half Moon Bay, CA
Jan 11, 2016
Recommended
Jim has prepared my taxes for many years now, and has provided investment tax-consequence advice whenever requested. He is expert and responsive.

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