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Finance Advising reviews in Davis

  • A
    Carbahal & Co

    My first visit was a Complimentary First Visit - No charge.

    Larry Olsen was right on time. I found him to be intelligent and knowledgeable. He listened to my concerns and questions. Then we took each question one by one, and broke it down in to parts for better understanding.

    Then Larry described the alternatives they could offer for each question- again in as much detail as I wanted.

    I will see Larry Olsen again, and recommend him to anyone looking for an integrity financial advice.

    I Was very pleased!

    - Patricia R.
  • F
    Lisa J. Berg & Associates, Inc
    The trust was $10,000 to a friend, Herman, I don't know how much to the woman who take care of her dog and then everything else to me, not too complicated. Lisa J. Berg & Associates spent 5 years doing it and she charged me $20,000 for phone calls to her lawyer because she do not know what she was doing. She was incredibly rude.
    - Brent B.
  • A
    Carbahal & Co
    Pleased with service
    - Jim W.
  • A
    Carbahal & Co
    - R. Anne H.
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Financial Advisors in Davis

Companies below are listed in alphabetical order.

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