Crisafi, Pryor & Farquhar has been in business for over 75 years. Originally located on Mission Street in San Francisco we now reside on the Peninsula, in San Mateo. Although, a majority of our business stems from our neighbors in the community, family and friends, we service many clients nationwide. We do not advertise and our entire business is based upon referrals from our existing clients. Thank You!
Over 25 years ago, our Firm introduced Financial Advisory Services, with David Pryor and Danielle Shinnick as financial advisors. More information can be found under our Services section.
We have a strong history of proactive tax planning, and an aggressive approach to dealing with the IRS. We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
This content is developed from sources believed to be providing accurate information. This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Employees or representatives of Crown Professional Financial Services, LLC acting as registered representatives of FIRST HEARTLAND CAPITAL, INC. and/or FIRST HEARTLAND CONSULTANTS, INC. may transact business in a particular state only if first registered, excluded or exempted from registration requirements. David Pryor, Michael Pryor, and Danielle Shinnick are Registered Representatives of FIRST HEARTLAND CAPITAL, INC., a registered broker/dealer based in Lake Saint Louis, Missouri.
*Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchase you should carefully read the prospectus and prospectuses for the underlying investment portfolios of variable products. In addition to carefully reviewing the prospectus, you are advised to consider the investment objectives, risks and charges, and expenses of the investment before investing. A prospectus may be obtained from our office or directly from the mutual fund company, insurance company or offering entity.
Advisory Services offered through FIRST HEARTLAND CONSULTANTS, INC.
Crown Professional Financial Services, LLC, Crisafi, Pryor and Farquhar, CPAs, and Seideman Accountancy Group, Inc. are not affiliated in any way with FIRST HEARTLAND CAPITAL, INC.
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