Financial Advising in Davis, CA
8 locations found near Davis
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Financial Advising
Financial Advising
“I had some tax questions, and even though I ended up filing on my own the conversation that I had was incredibly helpful and reassuring. Richard was very knowledgeable and kind, and didn't pressure me in to using their services instead reassuring me that I would be fine doing it on my own. I know I will use their services if I do get in a situation where it's needed, and highly recommend them to others. Trustworthy and competent.”
Financial Advising
Financial Advising
“Jen is a delight to work with. She is invested in her clients and this personal touch shows in her attitude always. You won’t go wrong with her. My portfolio has continued to grow even though I often “throw a curve” into our plans. But she understands that life happens and we continue to move forward. I appreciate her complete and personal understanding always. Thank you Jen!”
Financial Advising
“Working with a local bank makes all the difference. The team is accommodating and really help lessen the red tape of banking. They know you on a first name basis and it's such a human experience.”
Financial Advising
“I have been investing with Charles Schwab since 2018, and the main reason I continue to invest with them is because of the Davis branch. Every time I've had a question about anything from new products to the state of the economy, I've been able to have a candid conversation with Paul or Matt at the Davis branch. They are available for phone or in-person appointments, and tailor their advice/recommendations to my long and short-term financial needs. Location is not very accessible, there is a rickety old elevator in the front of the building (just the general building, not this office), but otherwise multiple flights of stairs and limited parking options. They do have phone appointments available.”
Financial Advising
“I am new to the banking world and the support and service I have received from first northern has been amazing. Couldn’t be happier with their customer service, I feel very taken care of”