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10AM - 2PM 5 - 7:30PM
3575 San Pablo Dam Rd Ste. 103 & 104, El Sobrante
Financial Advising
“Trust can be hard to define, especially when you’re dealing with life savings and security for the future. My wife and I have invested (literally) with Jason Draut for many years now, from the launch of his new business, the addition of a partner in Santa Cruz and we have always listened and trusted his advice on money matters. He has our best interests at heart.”
“We’ve been coming to AYUDA Financial Services for three years now because their knowledge in tax related issues and their excellent and very friendly customer service. When it comes to taxes and the IRS you don’t want to mess around. We can’t say enough good things about AYUDA Financial Services.”
“As a walk-in, I found the Fidelity advisor who pleasantly greeted me to be very professional, knowledgeable and super helpful in that he quickly assessed my situation, went over my paperwork with me, and explained my financial options. Impressive!”
“Over the past year I have worked with Sunita Joseph and Erik Erikson. Both have been helpful and professional. They have guided me into organizing my finances and making plans for the future of my retirement. I was informed about options but was never pushed in any direction. After working with them I have more peace of mind, knowledge and organization.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“(Translated by Google) Margarita and her very professional and friendly team helped me perfectly with a notary service.(Original)Margarita y su equipo muy profesional y amables, me ayudaron en un servicio notarial perfectamente.”