Alison Wealth Management - Palo Alto (CA)

Tim Seo Im tooo lazy to leave a review, either bad or good. But when I do, its beyond legit. When you speak with Ms. Vanessa, you will feel the integrity and personal caring from her. She will walk you through every detail process to ensure you get exactly what you are looking for. GCI Insurance has a hidden gem they dont know yet, raise her, promote her before she leaves GCI.

Christian Gladwell One of the best experiences Ive had yet with financial planners in el cerrito

Brujo Betancourt I met Catrina Jensen the night before at a local event, and even then, she took the time to walk me through the details of opening a high-yield checking account, with zero pressure and all patience. When I showed up at the Merced branch the next day, she was just as sharp, welcoming, and efficient. I was in and out with a brand-new account in under 20 minutes. She explained every part of the process clearly and made it feel easy. Quick, friendly, and incredibly knowledgeable — Catrina made what could’ve been a dry errand feel smooth and personal. Highly recommend working with her if youre opening an account at FIGFCU.

Laura Juarez The best place to change your dollars at!

travis siegel Very happy with Daniels help so far. Hes extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didnt know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors.