Financial Advising in San Ramon, CA
3 locations found near San Ramon
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Financial Advising
Financial Advising
“David White is a knowledgeable and honest broker in a business where honest usually has a lot of asterix. Most brokers are cheerleaders for whatever will get them the best commission. David white instead is clear about the upsides and downsides of investments. He did very well by my family and has my endorsement.”
Financial Advising
“I wanted to leave a review because of how happy I was with the help I received at the front desk and was shocked at the low rating for the branch! To offer another perspective on some peoples bad experiences consider the fact that schwab has like a million different products and things to know. The people working there for 5 years may only know 10,000, the people 10 years 100,000 and 25 years 1,000,000. While the woman who helped me did not know the exact answer to my question she was able to look up the answer and find it for me which to me is just as valuable as knowing it by heart.”
“I am a bay area resident and was in need of urgent tax advice regarding 1031 exchange. Aaron and Daniel were kind enough to accommodate me almost immediately and gave me very helpful pointers.I appreciate their knowledge and willingness to help our community members.”