“
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)

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

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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© 1997–2021 First Republic Bank.

Banking products and services are offered by First Republic Bank, Member FDIC and Equal Housing Lender

Investment Advisory services are provided by First Republic Investment Management, Inc. Trust and Fiduciary services are offered through First Republic Trust Company, a division of First Republic Bank, and First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC, both wholly owned subsidiaries of First Republic Bank. 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, and First Republic Investment Management, DBA Eagle Private Insurance Services, CA Insurance License #0K93728.

Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value.