Santa Clara, CA Financial Consultant

MG

Steven Duffy is an amazing listener and a consummate professional. He cares about his clients and makes sure he understands how you feel; what your goals are; and is happ ... more

I stopped by for a quick consultation. Mohammed was prompt and kind. I defiantly will use their service in the future.

I had to wait several months to get an appointment and afterwards they canceled and when I finally got to speak to JR he was rude and interrupted me twice and then gave m ... more

Visited the Bank of America location in Santa Clara and had a stellar experience. Nicole and Rita were incredibly helpful. Nicole kept me updated on my wait time, and Rit ... more

I found Victoria when I was going through transition in my photography business and Victoria was a really great support for my business. She gave me many great ideas to c ... more

PATCA is a great organization of professional consultants. A good starting place if you are looking for expertise in engineering, accounting, marketing, management and o ... more

I highly recommend Laddi Jhuty' financial planning services. I really just wanted an expert to look at my situation in detail and provide advice that I could execute on m ... more

Proud Customer Since 2006...Thank U for all the Things  ( but Sometimes .. --in past  ) lol but Overall  Gr8 Coz I kept it too Real with Same Bank For staying Regular sin ... more

It was very uncomfortable, employee chewing gum and talk.

Ron was amazing and very helpful. Extremely professional and friendly. I highly recommend booking your appointments with Ron!

Smells gud

Slowest ATM in the history of ATMs