Michael Sy, CFP

9 reviews

+1 (626) 282-4898

Photos

New Address: 200 S. Garfield, Suite 300, Alhambra, CA 91801

New address: 200 s. Garfield, suite 300, alhambra, CA.

200 S Garfield Ave

Alhambra, CA 91801

+1 (626) 282-4898

Michael Sy, CFP is a financial planning firm based in Alhambra, CA, offering personalized services to help clients achieve their financial goals.

With a focus on comprehensive financial planning, Michael Sy, CFP provides guidance on investments, retirement planning, and wealth management strategies.

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Reviews

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Courtney L.

6/24/2025

I've worked with Michael for the last 15 years. He is very knowledgeable, efficient, and a pleasure to work with. I will continue to utilize his services until he retires.

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Lee S.

12/10/2024

I did not give him five stars as he has an apparent issue with communication, where a customer feels left in the lurch. Having said that, he knows what he is doing and has decades of...

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Shelly S.

2/4/2023

I've been using Michael as my accountant for over 20 years. I was introduced to him by a friend who has been using him for even longer.

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Darrell S.

3/3/2022

Michael has been the best CPA that I've ever used in the last 30 years he is reliable honest and a friend and couldn't be better

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Renee H.

12/9/2021

This is the very best CPA & CFP I have ever used & I've used plenty. The services & advise are spot on every time. I highly recommend this company!