Falcon Bridge Capital LLC - Oakland (CA)

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.

Scott Griest Very easy to set up an account with them. Also have a great portal to enroll and customer service reps pick up the phone quickly. Happy client.

Heather Vina Sara is professional and extremely knowledgeable. She and her team make investing in your future and enjoyable event.