Investing near Benicia, CA

4 locations found near Benicia
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“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.”

3.4 Good14 Reviews

“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.”

2.7 Average6 Reviews

“Hi All,Just a few words about this managementorganization. They do provide great service & advice offering to us since 2003. The advisers are always ready to answer any & all questions. I can say i have not had any problems.”

2.8 Average4 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

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