Walnut Creek, CA Financial Services

Are you a woman facing a challenging life transition that may affect your financial situation moving forward? If that is you, Puja Markus, Financial Advisor with Edward J ... more

We've been with NVW since 2006 & have made money with all the up & down movements of the market because of Kelly's expert team. We know we are in excellent hands & will r ... more

Sonya Wyland is professional, knowledgeable and pleasant to work with. I appreciated her partnership to help our mutual clients achieve their goal of getting the home the ... more

Kim was soooo helpful and kind to me yesterday when I came in for 4 new checking accounts. I had a wonderful experience- probably my best banking experience ever. Thanks ... more

We have been working with Randi as our financial advisor for a few years now. She is the absolute best there is! She is knowledgeable, down to earth, honest and realisti ... more

This gas station has the best layout in gas It gas hasE85 87,89,91,diesel They have exotic snacks&drink and more. Store Snapchat Wakamoe2 for daily story with new stuff a ... more

This gas station has the best layout in gas It gas hasE85 87,89,91,diesel They have exotic snacks&drink and more. Store Snapchat Wakamoe2 for daily story with new stuff a ... more

Friendly knowledgeable staff , fast responds!!!

What a rare find Felix Kwan is. Felix contacted me after I responded to a Ric Edelman advertisement on the radio. He is not only highly qualified, and extremely sharp, ... more

I have been wanting to join this credit union for a long time . Finally I decided to go and become a member. They have really great customer service . Eugene assisted me ... more

This gas station has the best layout in gas It gas hasE85 87,89,91,diesel They have exotic snacks&drink and more. Store Snapchat Wakamoe2 for daily story with new stuff a ... more

Temporary closed.

Nicholas was great to work with! Thorough, clear, and made my tax situation easy to understand. He was able to get my tax issue resolved in a timely manner, and put my mi ... more

Are you a woman facing a challenging life transition that may affect your financial situation moving forward? If that is you, Puja Markus, Financial Advisor with Edward J ... more

Totally trust this group! It's nice to know you are in good hands. Chris

Riky Hanan is Awesome!!! He has a family so he understands your needs.

Be on your guard. A hacker has gotten into my Facebook page & one of my email accounts. --Glenn G. Dahlem

Terry Allen is a wonderful financial advisor. She has the knowledge and tools to help me reach my financial goals. Thank you, Terry, for always having my best interest at ... more

Update to review. BEWARE LACK OF CANDOR IN BANK REPS. I had this happen twice. Depoosit made, funds withdrawn from sending account, AND NO FUNDS.BEWARE LACK OF CANDOR in ... more

Rick and his team are very knowledgeable and take very good care of their clients. They are honest, hardworking and service oriented I would always recommend them to eve ... more

Ian McGee is a thorough and knowledgeable financial advisor. Highly recommend if you are moving jobs and need to roll over your 401k. Especially grateful he was supportiv ... more

Great team that we can count on! We know that whenever we have any questions or requests, Jon and his team are there for us!

Magnus has always been an embodiment of patience and professionalism. His intricate knowledge of investments and financial services combined with his client-first rapport ... more

Buying bitcoin from an ATM is the fastest and easiest way to buy bitcoin with cash

We have trusted Michael with our investment portfolio for about 9 years now. He is extremely knowledgeable and professional. Michael takes a personal interest in your i ... more

Has done my wife's and I taxes for 4yrs. Quick, professional, and does an excellent job! Highly recommend him!

If I could give them a zero, I would. So, my husband was having a casual conversation with the manager  of MassMutual in Walnut Creek, Hyun Jun, and happen to mention tha ... more

No line to get in. They are doing all the covid care. Clerks are fast and efficient.

A few days ago I went with my mom to open a checking account and applied for a credit card. My mom doesnt speak much English but we were glad Nicolas was there to help. ... more

Great service & good people!

Excellent and fast service!

Possessing an extremely detailed knowledge of market conditions and trends and direct contact to major fund managers, Mr. Sanom is the trusted financial and investment ad ... more

I've been investing with Larry for over a decade and couldn't be happier. I reached out to him after other companies wouldn't give me the time of day. He sat ... more

Friendly knowledgeable staff , fast responds!!!

I have been with Becker Financial Group for many many years. My consultant is Wilko Schutzendorf. He has been so helpful to me and always gives me great advice. I've a ... more

Please avoid this bank.  It gives  banks a bad name.  It doesn't matter what location or time of year, their terminals are slow, to the point of boredom.   I have alw ... more

This bank cater's to wealthy individuals and is very accommodating to our families needs. We love the personal attention. We still have a BofA account and I went in there ... more

This is experience was so disappointing. I've had previous financial advisors at Edward Jones that were awesome, but my experience with Sean is the opposite. He has been ... more

Ugh. Hold your nose to save money. Pros: IRAR is inexpensive and their systems are adequate Cons: At some point you might have to speak with the owner (Liane). If you ca ... more

Why does the website say this location is open? It's closed. Please update your website.