Take your finances to the next level - whether you are planning for retirement or sending someone to college we can help. Our staff is knowledgeable and will help you make the best choices for your specific financial needs. Hablamos Espanol - Proudly servicing the Latino Community around the San Francisco Bay Area. Tune in every Saturday at 10:00am on 1010am for the latest info and tips on finances, tax planning, and life insurance.
Services
Crystal prepares tax returns for individuals, small businesses, gig economy/self-employed tax filers. She takes her time while speaking to our clients seeking to obtain information on taxable income and deductible expenses and allowances. Uses appropriate adjustments, deductions, and credits. Crystal has excellent communication skills being bilingual Spanish/English and provides services in both languages fluently.
Our Founder and CEO, Jaime Quintero, originally created Ayuda Financial Services to offer financial solutions to educate the Latino community on how to make their money work for them. This mission has brought him great success and has given his clients peace of mind and prosperity. While working as a traveling financial professional, Jamie realized that there was a need in the Latino community for an experienced, bilingual financial professional.
Death isn't something that many people enjoy thinking about. However, it is as imminent as the sun rising and falling each day. Being able to properly consider the results your death could have on loved ones is something that must be done. Investing in life insurance is one of the best ways to make sure that your family will be able to continue to live comfortably after you pass on.
These are questions that many people are asking. At Ayuda Financial, we have answers. Our financial professionals will walk you through each step of the process, educating and guiding you to the information that will empower you to make informed choices. What is Indexed Universal Life or IUL? Learn how Indexed Universal Life Insurance (IUL) can capture market growth while providing protection from market losses.
Reviews (9)
Andres Lopez
May 17, 2021
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Josejuan Espejelgonzalez
Mar 24, 2021
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Nicole Nutterfield
Feb 12, 2021
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Positive: Professionalism, Quality, Value
I have been going to Jaime at Ayuda Financial for years now. Not only is the staff welcoming but he really goes above and beyond for his clients. He is faithful to his community - always having the clients best interest at heart, guiding them in the proper direction.
I have been going to Jaime at Ayuda Financial for years now. Not only is the staff welcoming but he really goes above and beyond for his clients. He is faithful to his community - always having the clients best interest at heart, guiding them in the proper direction.
Luis Carranza
Jan 07, 2021
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Paul Kellye
Dec 24, 2020
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Loren Velasquez
Nov 05, 2020
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Eric G.
Jul 14, 2020
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I been going to Ayuda for over 12 years probably longer. On several ocasiones have come asked for duplicate copies of my tax returns and they have come through on last minute notice. I been advised on several financial needs I even set up. Roth IRA account and a comprehensive life and disability insurance policy.
One year the IRS asked for documents before they release my return. I was scared; I just gave the letter to Ayuda and they handed it without question.
Taxes yes, insurance too, all I know my mom, my ex, my mother in law and a couple of friends still go to Ayuda off my referral.
In shot
One year the IRS asked for documents before they release my return. I was scared; I just gave the letter to Ayuda and they handed it without question.
Taxes yes, insurance too, all I know my mom, my ex, my mother in law and a couple of friends still go to Ayuda off my referral.
In shot
Cordoba
Dec 03, 2019
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Been going to Jaime for almost 10 years. When my wife and I owed for various mistakes we made, I gave Jaime POA to fix all of my taxes. After two years adjustments, repayments, payment plans, and credits our taxes were finally all in order. Since then attention to detail and year by year comparison with explanations to learn from each year continues. Jaime has also been there to help my other family members with their taxes. The cost of preparing my taxes from Ayuda (hey SF isn't cheap..i get it) have gone up, but so have my tax refunds which to me works fine. The work is done... we both win!
Victor Ruiz
Nov 25, 2019
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I use to go here to do my taxes I did it for 3 years then one day my uncle asked me if I knew a place were he could go and resolve some problems he had with the IRS I told him to go to this place because they were nice and they help me a lot.
So he went there and he was told that they could help him but first he had to pay $500 to start the process and at that moment my uncle didn’t have any money but Some how he got the money the $500, they told him that this could be resolved in 3 weeks, Three weeks passed by He called and asked how his process was going he was told to make an appointment
So he went there and he was told that they could help him but first he had to pay $500 to start the process and at that moment my uncle didn’t have any money but Some how he got the money the $500, they told him that this could be resolved in 3 weeks, Three weeks passed by He called and asked how his process was going he was told to make an appointment