Investing in Walnut Creek, CA

“I have never done business with a precious metal buyer before and only had a small amount of sterling silver flatware to sell so was a bit apprehensive about the whole process. I could not have picked a better business at the Walnut Creek location. The gentleman was courteous, patient, and kind. He walked me through the process, answered all of my questions, explained the background of precious metal trading, and was completely open and honest. He let me know that prices were down for sterling, would likely go up in future, and explained why which I greatly appreciated. I chose to sell the sterling at that time because I felt so comfortable with him and I wasn’t convinced I would have that same experience elsewhere. I am confident I received a fair and accurate price. Highly recommend.”

“Upon the recommendation from several colleagues who are Pat Vitucci satisfied and "happy with his service" customers, I attended one of his financial seminars. I discovered that Vitucci and Associates have and are performing at the very top of the nation's broker-dealers. So, after meeting the man personally, I decided to utilize his services. Through numerous and significant market fluctuations, I candidly state they "protected me from myself" on more than one occasion and as a customer, I am satisfied. Further, it appeals to me to have an experienced, local go-to person for my financial needs rather than some "order-taker" for one of many large investment firms. So far I am happy with Vitucci and Associates, highly-recommend them, and will continue with them into the foreseeable future.”

“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.”

“Phenomenal full spectrum wealth management firm. CEO/Owner Mike Y. is amazing. The highly recommended
CFP/Wealth advisor Elena S. is absolutely brilliant and her emotional IQ is astounding. Definitely the best and most knowledgeable wealth advisor ever!”

“Today, my daughter and I had a walk-in at this Walnut Creek branch. We were greeted by a willing lady at the reception desk. While walking us through a couple of paperwork thingies to take care of, her assistance simply wowed us. At banks, opening an account would take a long, convoluted process, but it was quickly and easily done. Same thing for the other one, more complicated, since it related to a living trust. On our way back home in the car, we kept talking about how efficient and effective her help was. She was impressively knowledgeable and professional. Even more impressive was her demeanor - cheerful, delightful, and uplifting. She also gave us a few tips, which helped us make an informed decision. Wow. We had no idea how come this branch got a low rating. When we had seen the lackluster ratings, it lowered our expectations when we stepped in, but we were in for a pleasant surprise. 5-star, hands down, to us!”