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8:30AM - 5PM
6200 Stoneridge Mall Road Ste 100, Pleasanton
Investing
“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!”
“Chase Henley is an amazingly talented individual. He has helped get me, several members of my family and close friends get set up with investing. He is always available to answer any questions or concerns that I have. He is fast to respond and sends out helpful information via email with important dates and reminders. I could not recommend a better person and company to work with.”
Investing
Investing
“Greg has a very sharp pencil. He and his team at Adap Tax took on my complicated tax return and grew roses. Not only did he thoroughly go through every aspect of my filing, he stayed in touch with me either by phone or Email. Whew! Glad my smart son recommended him.”