Investing in Atascadero, CA
3 locations found near Atascadero
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“The best! Gina Krumland has been my Financial Advisor for years. She takes very good care of us and takes the time to really explain the current market. Gina does not push you into decisions but carefully explains both positive and negative aspects and listens to your questions. I would highly recommend Gina for small or large investment care.”
“Natali has been there for me and my family to guide us with our investments, answer our many questions, and help us navigate through the current market. She has a calm and warm demeanor and doesn't make me feel pressured. She listens and cares about what our specific retirement goals are and creates a personalized plan on how we can meet them. She is knowledgeable and explains things well. Which makes me feel confident.”