“
First Republic takes excellent care of us — we refer our clients to the Bank with confidence that they will be happy. ”

Calegari & Morris, Certified Public Accountants

Stephen Stanfel, CPA, Senior Partner (left)
David Cuneo, CPA, Managing Partner (right)

“
First Republic takes excellent care of us — we refer our clients to the Bank with confidence that they will be happy. ”
Clients Since ’11
Northern California, San Francisco

One of the largest CPA firms in the San Francisco Bay Area, Calegari & Morris was founded with three guiding principles: be your clients’ best advocate, set the standard for quality service and deliver that service ahead of time. The firm appreciates First Republic’s parallel dedication to meeting client needs and providing exceptional service. Calegari & Morris has provided financial advisory services to clients for over 75 years – never losing sight of the importance of quality service.

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Accounting Firms

Bregante + Company LLP

Bregante + Company LLP
“
First Republic is an excellent partner. Their specialized support has really helped us grow.
”
Accounting Firms

West Rhode & Roberts, Certified Public Accountants

West Rhode & Roberts, Certified Public Accountants
“
First Republic provides exceptional service. They are the right fit for us and are able to meet the complex needs of clients.
”
Accounting Firms

Mann Gelon Glodney Gumerove Yee LLP

Mann Gelon Glodney Gumerove Yee LLP
“
First Republic provides the highest level of personal service and is always there when you need them.
”
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Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Equal Housing Opportunity

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.

First Republic Private Wealth Management encompasses First Republic Investment Management, Inc., an SEC-registered Investment Advisor, First Republic Securities Company, LLC, Member FINRA / SIPC, First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC, which are affiliated companies under the common control of JPMorgan Chase & Co.

Investment Advisory services are provided by First Republic Investment Management, Inc. Trust and Fiduciary services are offered through JPMorgan Chase Bank, N.A.; and First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC, both wholly owned subsidiaries of JPMorgan Chase Bank, N.A. Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA/SIPC. Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License #0I13184.

INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED
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• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED



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