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8:30AM - 5PM
2001 N Main St Suite 100, Walnut Creek
Investing
“Fidelity has managed my Roth IRAs and Investments since 2014 and have done a wonderful job. With the current down turn in the market, they have managed to still bring in interest.”
“Brenna provided my husband and i with exceptional guidance and support as we're currently navigating our financial future. We entered our first meeting with her feeling overwhelmed and uncertain, but Brenna patiently answered all of our questions and thoroughly assessed our financial situation. Thanks to her expertise and clear explanations, we now have a solid understanding of Charles Schwab's offerings and feel confident about achieving our financial goals. We're excited to continue working with Brenna and highly recommend her to anyone seeking a knowledgeable and approachable investment consultant.”
“Susan Bon was my first financial advisor. Sadly, she passed away.Catherine DePriete is fabulous.Morgan Stanley has their clients interests first.I would give Morgan Stanley,and my financial advisor 10 stars”
9:00 AM - 5:00 PM
1499 N Main St, Walnut Creek
Investing
Investing
Investing
Investing
Investing
“Been to multiple locations for Pacific Precious Metals. They have fair prices on bullion and are reliable and trustworthy. They always bring out the sigma analyzer so you can see you’re buying what you paid for. Preston is a pleasure to work with.”