Investing near Davis, CA
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4 locations found near Davis
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503 4th Street Ste A, Davis CA 95616
“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!”
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508 2nd St #110, Davis CA 95616
“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.”
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431 Cleveland St, Woodland CA 95695
“Excellent and professional staff. My parents have several annuities that they handle for them. As my parents Power of Attorney, I have been very impressed with there access and hands on approach.”
