Walnut Creek, CA Investment Service

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

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

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

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

Great service & good people!

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

Summary: -No appreciation of a long-time customer -Poor Customer Service -No accountability -Top Management sets a bad example -Fraud investigators do a poor job -Check w ... more

Elisabeth Andreason and her team are the rock stars in the world of financial planners. I have never met with a planner that was so willing to spend as much time with us ... more

We were looking for unbiased and independent review of and advice on retirement planning and after some research and an initial phone call felt that Faruk/Index Gurus wou ... more

My wife and I have been looking for financial advisor that would help us with our soon to be retired life. We heard about Michael and he invited us to have a free consul ... more

They are professional, they handle my request on time. I never have to worry and that means a lot to me.

I have been a Merrill Lynch Client for 20 years. Rick Strand and his assistant Chris Mills have always been professional, patient, and courteous.

Absolute best and we have been customers and referring people since 2003.  John, Donna and the entire team work together to ensure our investments are sound.

Joe is incredibly trustworthy, personable, and conscientious. I feel fortunate to work with him and am grateful for his flexibility, proactive nature, and amazing work e ... 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