Best Financial Planner California: reviews, page 2

My ninety-year-old mother-in-law was running out of money and my wife Susan was worried for her. We knew she needed to take out a reverse mortgage but...

I had the pleasure of working with Zunie and the YogiCPA Tax Team for my personal and small business 2021 taxes. From the beginning, I knew it was...

Staffs were really helpfull to open new account and please book an appointment early or you have to wait till their availability.

I have always preferred this bank because for me it has been quick to be attended to, clean place, friendly workers, you have to be patient without...

I had a great experience with the financial/investment advisor Candelario Topete. I needed to open a Qualified Income Trust (QIT), which is not...

I am an attorney who has assisted clients in obtaining mortgages for over 40 years. Recently I needed a reverse mortgage for a client and was...

This is an organization that puts serving others first, last and everywhere in between. If you need any information about finances and pensions or protecting...

Jim has handled my taxes for many years and I'm always amazed at what he does for me. I highly recommend his services.

They are there to protect your assets. Grow them when possible maximizing return minimizing exposure. Very stable company.

It’s the best company to have correctly protected my parents and helped them get educated on other types of policies. I myself as well as my family is properly...

Chris Coates has been great to work with. I am impressed with his character, integrity, and honesty. He has helped me with several areas in my finances...

Joan was very patient. She explained my policy thououghly. I plan to do more business with her in the future.

Stop and look no further! This is the ONLY place I will go for my investments, retirement, and insurance needs. Their staff takes care of me and...

The branch and ATMs are PERMANENTLY CLOSED. The closest ones are at 3100 Hilltop Mall Rd, Richmond OR 1611 Sycamore Ave, Hercules

We are so thankful to have begun working with Max and Alena to help manage our investments and retirement. They are very attentive to our goals and...

RIA rep - found this from a friend - amazing material that really helps with clients.

The best. If you can keep $3000 in your checking acct.

I actually had quite the opposit experience as the previous reviewers. I needed some help closing out an account and Katelyn tended to my every need...

Five-Star Establishment, the food was great and service was good. Would recommend to a family member or friend or conjoined twin

I have entrusted my investments to Greg Van Kesteren for years. He is thorough and understands my long term goals. I have seen consistent returns.