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“I love Accel and their teams, especially the legal team! The legal team is very thorough and pays attention to detail, which is crucial for any firm. Highly recommend!”
“Dina Artzt is so wonderful to work with. I've been working with her for the past 20+ years. She has seen me through good and bad times in the markets. I know she always has my best interest in mind.”
“Christanie deserves a raise!!! I came to fidelity this afternoon feeling so overwhelmed with managing my accounts. She broke everything down for me step by step and I left feeling confident about my finances!”
“Cant speak to the issue with above broker, but can definitely speak to integrity, insight and professionalism Jim Millette and Steven Harman operate with. I have had a portfolio with UBS for 10+ years, during which they always exceeded my expectations. Jim and Steven are always available and extreemely knowledgable on anything I wanted to explore. Even with the down market over the past couple years, I have seen appreciation of 260%+ in about 10 years (and that is with holding positions Jim advised). Contact these two with confidence!”
9:00 AM - 5:00 PM
400 Hamilton Ave, Palo Alto
Investing
8:00 AM - 9:00 PM
301 University Ave, Palo Alto
Investing
“Angela helped me with home loan for primary purchase this year. I have to admit that Angela is the best loan agent I ever met - she is a very professional, knowledgeable, resourceful and highly responsive agent. Her team worked quite efficiently and helped me close the loan within 15 days - this is very impressive, especially during the COVID period when a lot of things such as appraisal take much longer time than before. Additionally, she helped me get the lowest rate in the market(0.25-0.5 point lower than other lenders like BOA, Chase, Citi etc.） I always feel lucky and grateful that I have Angela as my agent and I would highly recommend Angela and her team to any friend of mine for their mortgage needs”
“Cant speak to the issue with above broker, but can definitely speak to integrity, insight and professionalism Jim Millette and Steven Harman operate with. I have had a portfolio with UBS for 10+ years, during which they always exceeded my expectations. Jim and Steven are always available and extreemely knowledgable on anything I wanted to explore. Even with the down market over the past couple years, I have seen appreciation of 260%+ in about 10 years (and that is with holding positions Jim advised). Contact these two with confidence!”
8AM - 5PM
531 Cowper St, Palo Alto
Investing
8:30AM - 5:30PM
101 California StSuite 4550, San Francisco
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“They have a machine on hand that will test the composition of metal jewelry (which also tests for heavy metals) very pleasant and great service! Highly recommend for any appraisal needs!”