Investing in Santa Clara, CA
4 locations found near Santa Clara
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Investing
Investing
“James is one the best financial planner we have met. He is very transparent and genuinely wants to help us with financial well being. He is highly skilled and has wealth of knowledge. He gives honest opinion and has our best interest in mind. He analyzed our investment portfolio and gave us good suggestions on where to diversify. He looked at all aspects of our finances and gave us a broader perspective on how to approach planning and how it ties in with our life goals. So glad that we found James and looking forward to our next meeting with him.”
9:00 AM - 5:00 PM
65 N Winchester Blvd, Santa Clara
Investing
“I made it in just a few minutes before this branch closed, and thankfully there were only a few people. I made a quick payment and the teller (whose name I unfortunately forgot) was friendly and I didn't felt rushed. We were able to strike up a mini conversation and I was still able to leave quickly.”
9:30 AM - 4:00 PM
1995 El Camino Real, Santa Clara
Investing
“Earlynne Bareng is by far one of the best Home Mortgage Consultants that I have worked with. She is extremely focused in making sure that the customer understands the options and works with them very closely. This is my second refinance with Earlynne and she continues to amaze me. The best part - the rate was the most competitive compared to any other bank!! If you are looking for someone who is clear, concise, fair, competent - look no further.”
“Definitely recommend Sunny! very easy to talk to and he was very straight forward with the next steps, I did the free consultation with him and he did not push any of his services, esp right now when it not necessary. Will be looking to work with him in the future when its necessary but with just with consultation it was very helpful and comprehensive.”