Financial Advising in Lafayette, CA
7 locations found near Lafayette
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Financial Advising
9:00 AM - 5:00 PM
3498 Mount Diablo Blvd, Lafayette
Financial Advising
“My mother died in December, and she had her main bank account with US Bank. She had been using the Rossmoor branch that closed, so I went to this branch to deal with the stuff around her death and estate.They were super helpful, did all the necessary paperwork relating to my mother's accounts, and gave me advice that proved to be quite useful. I was very happy with the customer service, and plan to keep doing business with them.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I started working with Joe at Wallace Advisory in June 2020. First and foremost, I like him and I trust him. There is no salesy BS anywhere near the place. Straightforward, solid information and advising. If they don't have the answers immediately, they get back to me with the information in a prompt manner. It's a good place to have my retirement and planning and I recommend them all the time.”