Bank of America Financial Center - Redwood City (CA)

Kris Carrizo After researching different companies and speaking to several advisors, I decided to put my trust in Erica Zaragoza of LA Wealth Management. From the first time we spoke, I had a good feeling about her. Once I met her in person, I knew she was the one to help guide me through my finances and help me prepare for retirement. What drew me to Erica was her positive demeanor and overall kindness. She understood where I was in life and could relate, and therefore provided me with invaluable guidance. She is very responsive and always pleasant to deal with. I highly recommend Erica and advise anyone to get financial advice and prepare for retirement.

Tiffany Jenkins-Nelson I just want to say since Ive been coming here for 5 years, their customer service has been excellent! There hasnt been a time that I havent gotten the help I needed, and to me going there was like therapy! From the security at the door, the employees taking your name for waiting purposes or getting to the Windows for cashiers checks or whatever business I have need to take care of has been exceptional. All the women be dressed to kill and they are very professional. Keep up the good work! They cant please everybody because everybody dont carry themselves like me! Lol I feel like VIP when I walk in the door but thats the experience I choose.

Sonia Lopez I had an amazing experience thanks to Mirella! She was incredibly helpful, professional, and kind from start to finish. Mirella took the time to answer all my questions and made the entire process smooth and stress-free. You can tell she truly cares about providing great service. I left feeling confident and well taken care of. Highly recommend asking for Mirella if you want top-notch service!

Matt Saia If you have a fear of investing because you dont completely understand the markets, I highly recommend talking to Bill. He does a great job making complex investing sound simple for the "average" person to understand. Bill knows his stuff!