Investing in Walnut Creek, CA
12 locations found near Walnut Creek
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Investing
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.”
Investing
“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!”
Investing
“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.”
Investing
“Hi All,Just a few words about this managementorganization. They do provide great service & advice offering to us since 2003. The advisers are always ready to answer any & all questions. I can say i have not had any problems.”
Investing
Investing
“Service was prompt although I do miss private offices for discussing personal finance. The only reason I was here because I had gone to the Stockton office where my account was handled only to find it had been closed. So, an unnecessary 140 miles of driving just to make a 401k deposit.”
Investing
“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”
9:00 AM - 5:00 PM
1499 N Main St, Walnut Creek
Investing
Investing
“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.”
9AM - 5PM
1330 N Main St, Walnut Creek
Investing
Investing
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“Preston was extremely professional and helpful, I went in to liquidate my silver assets and he was able to help me sell my constitutional silver, junk silver, and silver bars with no issues. I would recommend buying or selling from this shop as they are very trustworthy, honest, and transparent about prices and will answer any questions you may have. if Im ever thinking about buying or selling any silver this will be the first shop I go to.”