Investing in Alameda, CA

“SHE IS THE BEST! Samantha has been our family advisor for over a decade and I cannot sing her praises more. She has patiently helped us with building wealth for our retirement and for our kids as they became adults. She has advised us with retirement accounts, living trusts, mortgage refinance and is always there, having done her research, to address any and all questions about buying stocks and emerging markets. She is forever friendly, informed, and forever professional. We would not be where we are today without her.”

“I am single and divorced of modest means. Having Julie and her team’s counsel helps me rest easy knowing that I have a sound strategy informed by seasoned experience practitioners. I have savings and income goals that keep me focused and I do not get overwhelmed. Not only do I have a plan with an annual check up, Julie is responsive as I execute my plan. She makes adjustments in real time as the market changes as I make transactions. I rest easy and worry less about being single growing older.”

“My husband and I were looking to buy a home so we decided to go through Wells Fargo home mortgage! We called and were very pleased that we actually didn't have to go to the store we could do everything online. Unfortunately I don't remember the lady who helped us at the moment but she was so sweet and so very helpful. Once she sent over the packet to fill out it was nice and easy! She waked is through each step and we were approved with a home loan in a matter of hours! Thank you so much Wells Fargo if we ever decide to buy a house in the future we will be back!”