Financial Advising in Walnut Creek, CA
13 locations found near Walnut Creek
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Financial Advising
Financial Advising
“Babylon wealth management was exactly what I was looking for in a financial advisor. Stoyan is excellent at what he does. He’s always available and has exceeded my expectations in every way. I highly recommend Babylon wealth management/Stoyan Panayotov if you need financial planning.”
8:30AM - 5PM
2001 N Main St Suite 100, Walnut Creek
Financial Advising
“Fidelity has managed my Roth IRAs and Investments since 2014 and have done a wonderful job. With the current down turn in the market, they have managed to still bring in interest.”
Financial Advising
“I've been with them for 7 years. Great management of my assets and very responsive to questions and my opinions. Fanny and Elisha are very knowledgeable and fun to work with.”
Financial Advising
“I’ve been super impressed with the products and services at First Republic Bank.Jancy Wong, Personal Banker at First Republic Bank, had been nothing short of amazing in helping my business. She has always been progressional, attentive, available and a true representative of a professional in the service industry. I appreciate her help as much as all the FRB employees I have interacted with. Thanks all!”
Financial Advising
“Upon the recommendation from several colleagues who are Pat Vitucci satisfied and "happy with his service" customers, I attended one of his financial seminars. I discovered that Vitucci and Associates have and are performing at the very top of the nation's broker-dealers. So, after meeting the man personally, I decided to utilize his services. Through numerous and significant market fluctuations, I candidly state they "protected me from myself" on more than one occasion and as a customer, I am satisfied. Further, it appeals to me to have an experienced, local go-to person for my financial needs rather than some "order-taker" for one of many large investment firms. So far I am happy with Vitucci and Associates, highly-recommend them, and will continue with them into the foreseeable future.”
Financial Advising
Financial Advising
“Susan Bon was my first financial advisor. Sadly, she passed away.Catherine DePriete is fabulous.Morgan Stanley has their clients interests first.I would give Morgan Stanley,and my financial advisor 10 stars”
Financial Advising
“The Charles Schwab Corporation: 10 Jun 2021 I am glad I have an account with The Charles Schwab Corporation. Glenda Bautista, client service specialist in Walnut Creek was a gem. She returns my calls - and today, patiently walked me through the on-line process. Not every bank - and absolutely not all customer service personnel take the time to guide their customers. People makes the business - and Glenda certainly helped boost the bank. I appreciate her time and expertise. Thank you, Glenda.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising in The Nearby Cities
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TIAA Financial Services
2 Locations
“Michael’s advice and services have made a huge difference for us. As I was nearing retirement age, I realized I couldn’t put off good financial planning any longer. I needed a professional, and I preferred not to work with someone tied to a big brokerage firm. Michael helped us corral our several 401(k)s and IRAs into a cohesive plan that will carry us through our retirement years. He also helped us reduce debt that had accumulated through an extended period of unemployment. Michael is a pleasure to work with, and I’m so glad we found him.”