Financial Business Solutions (Taxes & Bookkeeping) - Hayward (CA)

Jennifer Errande The on-site notary at the Santa Monica Fidelity location, Brooke, was very helpful in completing the paperwork needed to grant me power of attorney over my aging fathers account, which he granted me years ago but I never filed the papers for. I need to say however, through no fault of the Santa Monica branch, Fidelity is very quick to place restrictions on the accounts of elderly people, which I find atrocious. As I get older, I will have to be sure to either keep up with rapidly changing technologies or transfer the management of my assets to one of my two technically savvy children. Sad, but thats how it appears the world is changing.

Winthrop REMEMBER YOU MOST LIKELY WILL PAY BACK A LOT MORE WHAT THEY LOAN YOU. IN MY CASE 22.42% LOOK AT THE YOU WILL PAYBACK VERY VERY VERY CAREFULLY. I can only suggest you read the fine print very carefully, While they try to be upfront at the time you sign the dotted line they have slick, fast talking people who will rush you through the process before you can clearly process how much you really are committing to payback. Even telling you that you are really getting a great deal and in my case, telling me that in the long run it will HELP MY credit. I consolidated a large credit card balance (like borrowing from Peter to pay Paul kinda thing) and in the long run it hurt my credit. All I saw was a quick fix. I was DESPERATE like most people that go to a place like this. Today I got my Title back a sense of relief, Lesson learned never to get that way again. TAKE-A-WAY READ BEFORE YOU SIGN AND INVESTIGATE OTHER OPTIONS BEFORE YOU GO HERE. DO NOT GET RUSHED INTO SIGNING ANYTHING!

Brennan Kahl Chad and Bryanna held our hands throughout the process of buying our first home. We spoke to them years before we were ready to learn what we would need and were able to pick back up with them once we were ready. We really appreciate their communication style, breaking down the confusing (to us) parts, and being readily available. We especially appreciated their ability to look at problem solving from multiple angles, to get creative to make our vision work. It was a pleasure working with them.