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Finance Advising reviews in Sunnyvale

  • A
    I have known and worked with Sarah for more then 5 years now. Each year we meet, revise and update all of the investment and insurance instruments needed to ensure my ongoing financial security and eventual retirement. Sarah has taken into account my risk tolerance and has tailored my plans specifically to my needs and my ability to pay. I never felt as though a particular plan or policy was being pushed on me in order for Sarah to earn a higher commission. The results so far have been very good, and I expect to continue this working relationship going forward. The only downside is that the services Sarah provides are not free, as she does charge an annual retention fee.
    - Jason B.
  • A
    - Marcia D.
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Financial Advisors in Sunnyvale

Companies below are listed in alphabetical order.

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