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“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.”
8:30AM - 5PM
2001 N Main St Suite 100, Walnut Creek
Investing
“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.”
“Today, my daughter and I had a walk-in at this Walnut Creek branch. We were greeted by a willing lady at the reception desk. While walking us through a couple of paperwork thingies to take care of, her assistance simply wowed us. At banks, opening an account would take a long, convoluted process, but it was quickly and easily done. Same thing for the other one, more complicated, since it related to a living trust. On our way back home in the car, we kept talking about how efficient and effective her help was. She was impressively knowledgeable and professional. Even more impressive was her demeanor - cheerful, delightful, and uplifting. She also gave us a few tips, which helped us make an informed decision. Wow. We had no idea how come this branch got a low rating. When we had seen the lackluster ratings, it lowered our expectations when we stepped in, but we were in for a pleasant surprise. 5-star, hands down, to us!”
“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”
Investing
Investing
Investing
Investing
Investing
“Been to multiple locations for Pacific Precious Metals. They have fair prices on bullion and are reliable and trustworthy. They always bring out the sigma analyzer so you can see you’re buying what you paid for. Preston is a pleasure to work with.”