Investing in Redding, CA
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10 locations found near Redding
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1255 Sacramento Street, Redding CA 96001
“Scott Brown has been our Financial Advisor for over 10 years. Prior to that, I had been with numerous other Financial Advisors with other major companies and none of then came close to offering me the services and trust that Scott has. Scott is extremely well at communicating with me, both on suggestions on how to best manage the money and during our annual reviews. I trust Scott completely and have never felt he recommended or did anything that was not the best for me. Scott is readily available by phone and in person, and I am extremely pleased with the job he has done for me.”
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2701 Park Marina Dr 2nd floor, Redding CA 96001
“Courtney and her team made me feel comfortable right away. She was knowledgeable and explained things so I understood how my assets would be invested. She designed a portfolio which met our short and long term goals. But what I really appreciate is that they are responsive to me anytime I call and everyone helps out getting answers or processing paperwork.”
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1240 Churn Crk Road Ste 200, Redding CA 96003
“My wife and I started working with John's father Mike who did a great job managing our investments and after Mike's retirement John's took over our account and has done a wonderful job growing our investments. Recently John said that we were wise investors and I had to correct him. We are fortunate to have picked good investment advisors.”
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2930 Bechelli Ln, Redding CA 96002
“The people here were awesome. Very friendly and real with you. Took in some silver and one of my coins they even recommended not selling to them because it would be far more worth it selling online. Instead of just keeping to sell for themselves. They are knowledgeable and helpful and whenever I sell coins I will be taking them here. I also got far more than I expected from them for the coins I did sell.”
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1255 Sacramento St, Redding CA 96001
“Tiffany Gilbert at Edward Jones is an outstanding financial advisor—warm, professional, and incredibly knowledgeable. I had her present to my community group, and she was exceptionally well-prepared, delivering an engaging talk that connected with everyone. As a financial advisor, she brings that same clarity and care to helping clients build secure futures without the overwhelm. Highly recommend her expertise!”
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2136 Eureka Way, Redding CA 96001
“We have used Tim Riley and Associates for our tax preparation and our financial planning and investment account management for a number of years. Tim and Allyne are always available for consultation and advice. Promptness, accuracy, thoroughness, and trust are primary characteristics that we look for in professional services. Tim Riley and associates meet our criteria. We do not hesitate in giving them five stars.”
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292 Hemsted Dr, Redding CA 96002
“Outstanding personalized service, professional and respectful. They treated me as if my financial priorities were the of the upmost importance and explained and advised so I can understand.”
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2757 Churn Crk Road East, Redding CA 96002
“I have no idea why there would be any negative feedback about Greg and Andy. I have been dealing with them for many years and they are extremely knowledgeable at what they do and they have always been kind and pleasant”
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1300 Hilltop Drive, Redding CA 96003
“In my five years of banking at this Redding BofA branch, and in my 3 decades of banking with BofA, I have enjoyed friendly and professional customer service but Chris L. took it to whole another level: he welcomed me warmly, quickly assessed my needs asked my day's schedule, and figured out a timely solution given my time constraints, offered me water while I waited, and even connected me with his colleagues so I could get some information about a physician practice loan vs physician home loan. He got me appropriate help quickly and anticipated my questions, offered me helpful information and made me feel valued as a longtime customer of the bank. He was easy to talk to, good natured, thoughtful in his questions, and patient with my questions - I appreciate him so much! Clone Chris or promote him to management to teach others how to create a warm and welcoming atmosphere - most people find it a chore to go to the bank or intimidating to discuss financial issues but Chris's personality, professionalism and charisma made banking here a delight! His friendliness made banking less intimidating, he took his time to respectfully explain things I didn't understand, and he put me at ease so I felt comfortable asking questions. Through our conversations I realized I had banking needs I didn't realize could be solved through BofA. His positivity is infectious and should be duplicated if at all possible! Please reward him for excellence in customer service! I had considered switching banks for my business and personal needs due to recommendations from my realtors but after this I think I'll be staying! Thanks Chris for making customer service such a high priority, and for understanding that a warm and friendly environment makes for great business and happy repeat customers!”
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2705 Park Marina Drive, Redding CA 96001
“I am so glad I decided to meet with a financial advisor! I went in not knowing much at all, but they made me feel completely comfortable and confident. Everything was explained in a way that was easy to understand, and I left feeling excited instead of overwhelmed. Highly recommend if you want to feel more in control of your finances and supported along the”
