Keywords: Financial beach house wealth management ca

Beach House Wealth Management - Capitola (CA)

Address: 🏡 521 Capitola Ave, Capitola, CA 95010, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJBZ144wQVjoARaHx1AdFH2Ws
#California

BAR Financial, LLC - Concord

Karen L. Fisher If I could give this company a zero rating I would. Working with Adam Ghinazzi has been one of the worst experiences Ive had when it comes to working with investment advisors. He never returns phone calls, still has an old contact name and e-mail attached to the accounts and has consistently ignored client instructions. His poor customer service led to a large amount of money getting misdirected and it is taking months to fix the problem. Its been extremely stressful working with him. I hope his company will do something to improve the level of service so no other client has to experience this level of frustration and of being ignored. Clients deserve better. Im a trustee and Im settling the estate for Adams client. Out of respect for all the years he worked with this client, I would expect him to be responsive to the needs of the current situation which is making sure the money is distributed properly so the heirs can receive their money.
1 /5

Tahoe Homeowner Insurance - Erika Stevens - South Lake Tahoe

Jasmine Hughes This place is the best car insurance I have ever had! Erik and Ericka are genuine and truly appreciate their customers! I have received phenomenal customer service and will refer my friends here when they need car insurance. Not your topical 1-800 kind of rude people they truly care and put YOU first!
5 /5