Financial Advising in Los Gatos, CA
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3 locations found near Los Gatos
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236 North Santa Cruz Avenue Suite 240, Los Gatos CA 95030
“Juliette has been an outstanding financial advisor to me and my adult children. I have been working with her for 5+ years and she has helped me evaluate my portfolio and diversify it across the 4 quadrants for growth as well as safety. I am eternally grateful to Juliette for her knowledge, patience and referrals to other great professionals. Thank you Castelli Financial!”
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475 Alberto Way Suite 110, Los Gatos CA 95032
“My first time going there , they were well equipped and professional . I was helped by a young lady Yareli and helped me with my questions and well manner . I asked for business cards because I really believe this is the place to go for my co workers.”
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275 Saratoga-Los Gatos Road, Los Gatos CA 95030
“Today I got some great help from Diego who called me right on time for our appointment. Diego knew how to help me with my retirement account and could explain the steps I needed to take. He made it easy to get the results I wanted in an efficient way. He is in the office and can help you with online matters. I highly recommend Diego who is professional and friendly.”
