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“My grandma has been seeing Ted as a financial advisor for quite some time and it has always been a pleseant experience! Ted and his team are awesome and helpful. Definitely would reccomend.”
“A highly respected, competent , knowledgeable and professional people providing valuable expertise in financial management , tax preparation, investment , and more. My life has turned around from a negative to a positive through the valuable guidance of Mila Nues Coffey; I have trusted her for over three decades.”
“Couldn't be happier with the service we received! We came on as new clients and Ken went above and beyond to transition us to Edward Jones. He is extremely knowledge and capable of thinking outside the box to meet the needs of client's circumstances. Our #1 goal was to purchase a home and he made the process so quick and seamless! He worked to find us an amazing rate and helped us though the process by communicating with the lender. We were up against a tight timeline and he was there to take every phone call and squeeze in last minute zoom meetings. We truly appreciate all the dedication and hard work he put into making the purchase of our home happen.”
5 - 7:30PM 10AM - 2PM
3575 San Pablo Dam Rd Ste. 103 & 104, El Sobrante
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.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Mr. Porta is an outstanding, helpful and very skilled CPA. His services are second to none. I've retained his services for years. He get's a two thumbs up recommendation.Bobby”