Allstate Personal Financial Representative: Shawn Sharafkah
Financial Consultant
1630 Oakland Rd, Ste A101 San Jose, California 95131Alice is always quick to address any concerns I might have
Brian Ruiz Insurance
Insurance Agency, Financial Consultant, Consultant
4010 Moorpark Avenue, Suite 209 San Jose, CA 95117I have used Brian and his team for my insurance needs for at least 15 years. Policy additions, changes and claims are always handled professionally and easily. Brian has ... more
Brian Ruiz Insurance
Insurance Agency, Consultant, Financial Consultant
4010 Moorpark Ave #209 San Jose, California 95117Brian Ruiz saved my family $2000 on insurance. We got home, auto, and earthquake. His depth of knowledge and ability to explain insurance options was awesome. I was re ... more
Edward Jones - Financial Advisor: Paul A Dines, CFP
Financial Consultant
2397 Forest Ave, Ste A San Jose, California 95128Disappointed, they don't return calls.
TMC Financing
Financial Consultant
84 W Santa Clara St. San Jose, CA 95113Bruce and his team are the best in the whole Bay Area. From the initial meeting, through the whole paperwork bureaucracy, I felt covered by the TMC team at all times.
Edward Jones - Financial Advisor: Christina Biagi, AAMS|CRPC
Financial Consultant
2280 Lincoln Avenue, Suite 100 San Jose, California 95125Generally had a positive impression from their service.
Allstate Personal Financial Representative: Harry Thiem Tieu
Financial Consultant
102 W Alma Ave San Jose, California 95110Agent Ezequiel Marquez went out of his way to clear up some dmv issues and gave me a great policy.
Allstate Personal Financial Representative: Michelle Ruan
Financial Consultant
1131 S De Anza Blvd San Jose, California 95129
Tri Counties Bank - San Jose Commercial Banking Center
Financial Consultant
1671 The Alameda San Jose, CA 95126
NOW CFO
Financial Consultant, Auditor, Business Management Consultant
101 W Santa Clara St San Jose, CA 95113
Erica B Adolfsson - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner, Financial Consultant, Investment Service
1905 The Alameda San Jose, California 95126
NOW CFO-San Jose
Financial Consultant
101 W. Santa Clara Street San Jose, CA 95113College Planning ABC
Educational Consultant, Business To Business Service, Financial Consultant
Plaza West, 3031 Tisch Way #110 San Jose, CA 95128Very helpful advice!! Great advice regarding applying to as many colleges as possible! Great advice on searching for lots of scholarships but the best advice was real wor ... more
Financial Rescue LLC
Financial Consultant, Credit Counseling Service
99 S Almaden Blvd #600 San Jose, CA 95113Lyca Salvador was very helpful in regards to my credit problems. She is very attentive and understanding of my circumstances which lessen the weight off my shoulders. I'm ... more
Sami Najafi Shaeghi - Wealth Financial Advisor
Financial Consultant, Financial Consultant, Financial Planner
50 W San Fernando St Suite 275 San Jose, California 95113Kathryn Calderon - Private Client Advisor
Financial Consultant, Financial Consultant, Financial Planner
50 W San Fernando St Suite 425 San Jose, CA 95113Valerie Nguyen - Private Client Advisor
Financial Consultant, Financial Consultant, Financial Planner
50 W San Fernando St Suite 425 San Jose, CA 95113Tone Tran - Private Client Advisor
Financial Consultant, Financial Consultant, Financial Planner
50 W San Fernando St Suite 425 San Jose, CA 95113Tom Cochran - BancWest Investment Services Wealth Financial Advisor
Financial Consultant, Financial Consultant, Financial Planner
3081 McKee Rd San Jose, CA 95127
Caruso Family Financial Advisors LLC
Financial Consultant
4990 Speak Ln # 280 San Jose, California 95118Morgan Stanley Financial Advisors
Financial Consultant
225 W Santa Clara St Suite 900 San Jose, California 95113Edward Jones - Financial Advisor: Christopher D Anderson
Financial Consultant, Finance Broker, Financial Audit
4855 Atherton Ave Ste 100, Ste 100 San Jose, CA 95130Credit Repair - Blue Water Credit
Credit Counseling Service, Credit Reporting Agency, Financial Consultant
111 N Market St #374 San Jose, CA 95113Denis. I just want to thank you for all your help and honesty. After sending one dispute letter to the care credit company I was able to remove it from my credit report a ... more
Edward Jones - Financial Advisor: Sachin Verma
Financial Consultant, Finance Broker, Financial Audit
1165 Lincoln Ave #320, Suite 320 San Jose, CA 95125Edward Jones - Financial Advisor: Sy Nguyen
Financial Consultant
1165 Lincoln Avenue, Suite 320 San Jose, California 95125Allstate Personal Financial Representative: David Nguyen
Financial Consultant
3241 S White Rd, Ste 3 San Jose, California 95148SV San Jose Group - Morgan Stanley
Financial Consultant
225 W Santa Clara St, Suite 900 San Jose, California 95113Merrill Lynch Financial Advisor Dahn Lincoln
Financial Consultant
50 W San Fernando St 16th Floor San Jose, CA 95113MCC Financial
Financial Consultant
1042 W Hedding St STE 220 San Jose, CA 95126I have worked with Mark in last few years, very knowledgeable and helpful person. Definitely recommend for people who want to get things done on time.
Edward Jones - Financial Advisor: Eric R Otto, AAMS
Financial Consultant, Stock Broker, Investment Service
2397 Forest Ave A San Jose, California 95128Flagstar Private Banking
Financial Consultant
111 West St. John Street, Suite 1120 San Jose, California 95113Flagstar Bank really worked with us on our refinance after our home burned down. I can't recommend them more they've been nothing but helpful and supportive.
Barbara Young - UBS Financial Services Inc.
Financial Consultant
355 Santana Row, Suite 2050 San Jose, California 95128James Mann - UBS Financial Services Inc.
Financial Consultant
355 Santana Row, Suite 2050 San Jose, California 95128C Denise Brodersen, CFP, CPWA - UBS Financial Services Inc.
Financial Consultant
355 Santana Row, Suite 2050 San Jose, California 95128Nancy Ubaldi - UBS Financial Services Inc.
Financial Consultant
355 Santana Row, Suite 2050 San Jose, California 95128Mark Haq - UBS Financial Services Inc.
Financial Consultant
355 Santana Row, Suite 2050 San Jose, California 95128Gregory Smith - UBS Financial Services Inc.
Financial Consultant
355 Santana Row, Suite 2050 San Jose, California 95128Stephen D. Lucero, CRPS, CRPC - UBS Financial Services Inc.
Financial Consultant
355 Santana Row, Suite 2050 San Jose, California 95128Alpha Wealth Management Group - UBS Financial Services Inc.
Financial Consultant
355 Santana Row, Suite 2050 San Jose, California 95128Bisceglia Wealth Management Group - UBS Financial Services Inc.
Financial Consultant
355 Santana Row, Suite 2050 San Jose, California 95128Edward Jones - Financial Advisor: Jessica Q Chen, CFA
Financial Consultant
2397 Forest Ave, Ste A Palo Alto, California 95128IPX1031: Ron Ricard, CES
Tax Consultant, Financial Consultant, Real Estate Consultant
1735 Technology Dr #830 San Jose, CA 95110Rons knowledge of 1031 exchanges is impressive.
SageView Advisory Group
Financial Consultant, Investment Service, Tax Preparation
2060 The Alameda San Jose, CA 95126If there were 11 stars I would give them to Veda Cassells Jones (the owner of C-J Advisory. Â She has handled my money since 1980 when I was "investing" $25 a mont ... more
MLP Tax & Financial Services Inc
Tax Preparation Service, Bookkeeping Service, Financial Consultant
101 Metro Dr # 650 San Jose, CA 95110We have done business with MLP for about 30 years now! The are hardworking and friendly. We have always felt that our taxes were done well above the norm. I'm sure that o ... more
Gateway Financial Advisors - Brian Lombardo, CFP, CPA
Financial Consultant, Financial Planner, Investment Service
2570 N First St Suite 200 San Jose, CA 95131Was referred to Gateway and I'm 100% satisfied with the service!
Bank of America Financial Center
Bank, Bank, Financial Consultant
99 S 4th St San Jose, CA 95112Kevin is truly amazing. Although I didn't get his last name, I believe he is Asian. I received a call informing me that my checks were found. Someone had gotten hold of m ... more
Bank of America Financial Center
Bank, Bank, Financial Consultant
5710 Cottle Rd San Jose, CA 95123Easy drive-thru atm with lots of regular parking as well.
Edward Jones - Financial Advisor: Dennis H Laughlin, CFP|AAMS
Financial Consultant
1165 Lincoln Avenue, Suite 320 San Jose, California 95125Flournoy Wealth Management
Financial Consultant
1165 Lincoln Ave #330 San Jose, CA 95125Very assertive and productive! We went through all my planning together. Really happy with the results we got together!
