Eureka, CA Financial Consultant

My friend introduced me to Devin and he had a nice long conversation about investments with me. I was investment clueless, knew nothing about my 401k and what was getting ... more

Laura inherited my account which was a small 401k that just needed a place to stay. She was as courteous and efficient as anyone could want, and treated me with the resp ... more

I've been a client of Asa's for almost 10 years and I couldn't be happier with the service I've received. His attitude is great and his office has been extremely responsi ... more

My family and I have been working with Hawley Butterfield at Edward Jones for well over a decade. He has helped us navigate through multiple difficult financial situatio ... more

Greg Hale was friendly, kind, altruistically-minded and found out exactly what I needed to know. He is a good person who is a broker who will put your goals and preferen ... more

I could really use the help of SBDC. Called 3 times this week and last and still no response.

Working with Diana Fraga was such a pleasure.. She handled so many details for us to make sure all our paperwork was completed properly and submitted quickly. We receiv ... more

My friend introduced me to Devin and he had a nice long conversation about investments with me. I was investment clueless, knew nothing about my 401k and what was getting ... more

Jeremy met with me and gave some really helpful advice on where to get started when looking at retirement planning. I appreciated the time he took to explain a variety of ... more

"I am so thankful for the staff at Fidelity in Eureka! Each and every person goes above and beyond for myself and my clients! Lately we have had some difficult escrows, s ... more

Hubby and I just purchased a 30 year old company and need tax and accounting information. This firm only takes referrals! Just like all the Doctors in Humboldt County. I& ... more

Very knowledgeable in both Crypto markets and stock markets. His advice has led to profitable trades and a more diversified portfolio. When seeking advice for a trade o ... more

This gentleman apparently isn’t interested in business or helping clients because he consistently fails to respond to email or voicemails. It has been weeks and three a ... more

Poor service and communication. This occured last year, had contacted this office to set up a 401k. Got absolutely no support and despite voicmails left recieved no calls ... more