Investing in Redding, CA

7 locations found near Redding
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“John is an excellent financial advisor! He always has time for me and explains things clearly. He is very supportive and always listens well to my requests. He does a good job of visually showing me what is going on. I wouldn’t go anywhere else!”

5 Superb8 Reviews

“Courtney and her team made me feel comfortable right away. She was knowledgeable and explained things so I understood how my assets would be invested. She designed a portfolio which met our short and long term goals. But what I really appreciate is that they are responsive to me anytime I call and everyone helps out getting answers or processing paperwork.”

5 Superb8 Reviews

“Scott Brown has been our Financial Advisor for over 10 years. Prior to that, I had been with numerous other Financial Advisors with other major companies and none of then came close to offering me the services and trust that Scott has. Scott is extremely well at communicating with me, both on suggestions on how to best manage the money and during our annual reviews. I trust Scott completely and have never felt he recommended or did anything that was not the best for me. Scott is readily available by phone and in person, and I am extremely pleased with the job he has done for me.”

5 Superb7 Reviews

“We have used Tim Riley and Associates for our tax preparation and our financial planning and investment account management for a number of years. Tim and Allyne are always available for consultation and advice. Promptness, accuracy, thoroughness, and trust are primary characteristics that we look for in professional services. Tim Riley and associates meet our criteria. We do not hesitate in giving them five stars.”

4.4 Superb10 Reviews

“Chris Hall, our financial advisor for the last 5 years has been a blessing for my wife and I. How does someone be so smart, so caring, so honest and yet still be extremely professional, well Chris Hall is all that and then some. He is well known and highly respected in our community. He has assisted my family in a way so unheard of in today's society. He is our professional financial advisor and a great friend who would do anything to make our life a better one. He is a good man.”

4.3 Superb10 Reviews

“First time to Chuck's coins today. And I have to say that I received PHENOMENAL customer service. I was warmly greeted by a gal working there. She was extremely friendly and knowledgeable. I needed to get a coin verified for authenticity which she did. I will definitely go to chucks coins for all my future numismatic needs!! FIVE STARS for Chuck's coins!!”

4.1 Good14 Reviews

“In my five years of banking at this Redding BofA branch, and in my 3 decades of banking with BofA, I have enjoyed friendly and professional customer service but Chris L. took it to whole another level: he welcomed me warmly, quickly assessed my needs asked my day's schedule, and figured out a timely solution given my time constraints, offered me water while I waited, and even connected me with his colleagues so I could get some information about a physician practice loan vs physician home loan. He got me appropriate help quickly and anticipated my questions, offered me helpful information and made me feel valued as a longtime customer of the bank. He was easy to talk to, good natured, thoughtful in his questions, and patient with my questions - I appreciate him so much! Clone Chris or promote him to management to teach others how to create a warm and welcoming atmosphere - most people find it a chore to go to the bank or intimidating to discuss financial issues but Chris's personality, professionalism and charisma made banking here a delight! His friendliness made banking less intimidating, he took his time to respectfully explain things I didn't understand, and he put me at ease so I felt comfortable asking questions. Through our conversations I realized I had banking needs I didn't realize could be solved through BofA. His positivity is infectious and should be duplicated if at all possible! Please reward him for excellence in customer service! I had considered switching banks for my business and personal needs due to recommendations from my realtors but after this I think I'll be staying! Thanks Chris for making customer service such a high priority, and for understanding that a warm and friendly environment makes for great business and happy repeat customers!”

3.2 Average4 Reviews

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