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Recent Finance Advising Reviews in San Leandro

  • A
    Bruno Nascimento - Health & Life Insurance Broker
    Bruno was excellent and thorough. I really appreciate and needed his help to navigate getting insurance.
    - amy h.
  • A
    Vacation Ownership Consultants
    My family and I could not have been more satisfied (let alone relief) with what Vacation Ownership Consultant has done for us. As expected, we were skeptical, concerned, and overwhelmed by what to expect when committing to this service after what we went through with signing up for a timeshare in the first place. Wendy and her team helped us overcame these reservations and provided us with realistic results. Along the way, they updated us monthly and were responsive every time we had a question. They got us out of our timeshare FREE AND CLEAR in about 9 months. It was like a huge weight off our shoulders when we received the call from Wendy. Thank you Wendy, Ray and the rest of VOC team! We will recommend you to anyone.
    - Gordon F.
  • A
    Upper Left Wealth Management
    Randy was very straightforward and quickly grasped what I needed. I asked him about financial guidance and he was able to explain what I needed to do in a way that was easy to understand and implement. Will follow his advice.
    - Pat L.
  • F
    National Budget Planners
    This company misrepresents itself. It plays on the financial situation of students who are struggling to payback their loan. The company lacks integrity to speak truth. The end result of this transaction, was more than double the amount I had to pay without them. JEANNE, indicate the loan was paid and I pay them an established amount. This was incorrect. This company lacks integrity( A SCAM ARTIST) believe the reviews!!
    - Jen C.
  • A
    Burnell Financial
    Dwayne is extremely knowledgable and patient. Understanding whole life policies can be complex with all the tax ramifications, long term growth projections, and flexibility. But he really helped me understand how I would benefit and how they fit into an overall financial plan. Then he helped me set up two policies a few years ago. I read both of his books: A Path to Financial Peace of Mind and Financial Independence in the 21st Century and they also helped me round out my understanding of the role of life insurance in financial planning. I think of Dwayne as an advisor and I speak with him on a regular basis to get updated on the performance of my policies and to have him answer the inevitable questions that come up. He's always available and walks me through things in as much detail as I want.
    - Lincoln H.
  • A
    Perfect Balance Bookkeeping
    Mary was incredibly helpful to me and my business. As a small business owner I wanted peace of mind that I'm booking things correctly in Quickbooks. Her expert knowledge of Quickbooks Online helped me to get my books cleaned up and establish workflows going forward to keep it that way. Mary is someone who just gets things done. After years of chasing my accountants or tax advisers it was a breath of fresh air to work with someone who is no nonsense, let's get this done attitude. Would definitely work with her again in the future!
    - Travis C.
  • A
    Quickest Cash Advance and Payday Loans
    We Offer Car Title loans/ Vehicle Title Loans in Ottawa Ontario including Nepean, Barhaven, Kanata for people with Bad Credit ? No Credit ? Bankruptcy ? No Job ? call us at 613-699-0011/ 613-274-7363, car title loans ottawa no credit check, car title finance company ottawa, car title loans online ottawa.
    - Parvasi R.
  • A
    Get Cheque cashing s
    Cash advance loans in Ottawa from Eazy Cash When you need extra cash to get you through, our cash advance loans in Ottawa are easier than borrowing from a friend, and with Eazy Cash you are truly in safe hands. Every day is payday at Eazy Cash, where you can count on us to help you with whatever life throws your way. When you visit Eazy Cash for a short-term loan, you get the cash you need right away. Any time you are faced with unexpected expenses, we are there to help you with the fast cash and friendly service you deserve. Once you receive your loan, you have the comfort of knowing that it is short-term loan that is to be repaid with a small fee in a few weeks without any further obligations.
    - Parvasi R.
  • A
    Your Estate Sale Team
    Mary J and her team were a lifesaver to me! I had to get my relative's house cleared out to sell it. The house was packed with excess stuff,filthy, had been vacated for over 2 years, and was an awful mess. I live far away, didn't have time to do a conventional estate sale, and didn't know what to do. I stood in the living room and cried. That morning Mary J came over to look at the house and gave me the reassurance I needed, "Don't worry. We will take care of it for you." She is honest, professional, flexible, reliable and a pleasant person to work with. She really knows her stuff, has a lot of resources, and gets things done when she says she will.  She overcomes obstacles. She is excellent at communicating about what is going on. I could not have been more pleased with the results and recommend her heartily!
    - SUZANNE A.
  • A
    Kathleen Nemetz, Certified Financial Planner(TM) Professional
    I asked my tax professional who he would recommend to guide me with investing my money and he highly recommended his financial advisor, Kathleen Nemetz. Kathleen has done an excellent job. She has invested my money so that I get a great income every month at the same time my investments grow. Even with the ups and downs with the market, I have total confidence in what she does and would recommend her to anyone. Before I made an appointment with her, I talked with other investment professionals and hands down, I know I made the right decision. She stays in touch with me and explains what my options are and if I don't understand something, she's very patient with explaining until I do understand. Kathleen really knows her stuff!
    - A. G.
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Financial Advisors in San Leandro

Companies below are listed in alphabetical order.

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