Catalyst Private Wealth - San Mateo (CA)

Addison Lueras Megan is an incredible financial advisor - honest, extremely knowledgeable and very communicative when it comes to all things finance related. She’s very trustworthy and it’s one reason why I made the switch from my last financial advisor to her. Highly recommend- you will not be disappointed.

Joseph Hudson Greg is an incredible resource for any small business. He exemplifies how a consultant should handle their clients. He has the perfect coaching approach that allows you to stay in control of your business, while providing a strategic plan on how to scale and create the future you really want to see for yourself and your business. Greg is the consummate professional, attentive, punctual, and really concerned with the needs of his clients. Whether you need help lifting off, sustaining, or reaching new heights Greg can help you get there.

L Sue Armstrong Our neighborhood bank that we love! After reading previous reviews, I think they mustve been confused with another business. The tellers are warm and welcoming. Elise is our favorite! Not only are they friendly and kind, but they welcome our spoiled Golden Retriever with dog treats and lots of love. Antioch Community Credit Union is the best!!