Financial Advising in Pleasanton, CA

3 locations found near Pleasanton

“This is my first time working with SNP.Almost for a decade I filed my taxes using turbo tax, had I known if the tax filling is this simple with SNP. I would have filed through them every single time.Silpa is extremely knowledgeable, friendly and very easy to work with. She answered all my questions patiently. Going forward I am going to file only through SNP.”

4.8 Superb68 Reviews

“Jacob was outstanding.

Had to show up in person because my 401k rollover check could not be processed online. The online customer service team lagged on it for 2 weeks before finally advising me to drop by a local branch. I was skeptical but I drove over… then was pleasantly surprised at how smoothly it went. This team knows what they’re doing!”

3.8 Good18 Reviews

“Our community decided to change HOA management companies in 2022 and ended up partnering with CJM Association Services, which turned out to be a great choice. I’ve dealt with many staff members for many different reasons over the past few years, but the one I’ve been dealing with most is Ron Rodriguez. He is soooo quick to respond and also very knowledgeable, which I appreciate. New tenants always have lots of questions, and I don’t always have the answers. Ron is just at your fingertips. He is very prompt and precise with his responses. Working for an HOA company cannot be easy, but Ron makes it seem like a breeze.”

2.9 Average36 Reviews