Investing in Lodi, CA
6 locations found near Lodi
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“This is the only bank I will go into and conduct business. I feel safe and not afraid to get out and about. They are friendly and helpful. I will continue to work with them. I recommend this bank.”
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4
Christopher Olsen - Private Wealth Advisor, Ameriprise Financial Services, LLC - 801 S Ham Ln STE H
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801 S Ham Ln STE H, Lodi
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Wells Fargo
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“I've been with Phillips Financial for nearly twenty years and could not be happier with the results that Chris and his son David have facilitated over the years, especially through the ups and downs of the markets. They have always set a priority on understanding my family's needs, discussing options, and ensuring that what we've decided is implemented in a professional and timely manner.With their guidance, we have weathered several storms, including the great recession of 2008, suffering a lot less pain than we might have without their expertise and attention to our financial needs. Both Chris and David have always been responsive, reliable, personable, and patient when answering our questions and exploring different options. I can honestly say that we wouldn't want anyone else to guide us in our investment affairs. The two of them make a great team.”