Investing near Benicia, CA

3 locations found near Benicia

“Upon the recommendation from several colleagues who are Pat Vitucci satisfied and "happy with his service" customers, I attended one of his financial seminars. I discovered that Vitucci and Associates have and are performing at the very top of the nation's broker-dealers. So, after meeting the man personally, I decided to utilize his services. Through numerous and significant market fluctuations, I candidly state they "protected me from myself" on more than one occasion and as a customer, I am satisfied. Further, it appeals to me to have an experienced, local go-to person for my financial needs rather than some "order-taker" for one of many large investment firms. So far I am happy with Vitucci and Associates, highly-recommend them, and will continue with them into the foreseeable future.”

4.2 Good13 Reviews

“Fidelity has managed my Roth IRAs and Investments since 2014 and have done a wonderful job. With the current down turn in the market, they have managed to still bring in interest.”

3.6 Good16 Reviews

“Wow I received excellent customer service today. Everyone here is friendly and helpful. I had misplaced a money order both the manager and abanker named Vanessa helped me resolve my problem. They were able to stop payment for the lost money order. Yes, there is a fee but I needed to cancel it and get a new one for my work. Vanessa found out all the information and made several calls to make sure everything was done correctly. Yay! I got my new money order for my work. I really like baking with Wells Fargo and recommend this location.”

1.2 Poor17 Reviews