Financial Advising in Palo Alto, CA
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3 locations found near Palo Alto
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251 University Avenue, Palo Alto CA 94301
“Visit this Fidelity branch in Palo Alto, CA and receive the best support imaginable from Mike, whose patience, follow-through and diligence should be immediately recognized by management. It is employees like Mike who are of extreme value to us as clients, when we need a timely yet comprehensive resolution of a transaction challenge or delay. Thanks again, Mike. Your thoughtfulness today was absolutely both noticed and appreciated 🙏 -Patrick ☘”
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301 University Avenue, Palo Alto CA 94301
“Dina Artzt is so wonderful to work with. I've been working with her for the past 20+ years. She has seen me through good and bad times in the markets. I know she always has my best interest in mind.”
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2275 El Camino Real, Palo Alto CA 94306
“The best 7/1 mortgage rates around. Andrew Holtz is professional and always responsive. I highly recommend First Republic. I referred a friend to the bank and she got a mortgage for her house in San Francisco and had the same experience as me with her loan officer in SF.”
