Keywords: Financial first command financial advisor adam creel ca

First Command Financial Advisor - Adam Creel - Oceanside (CA)

Address: 🏡 4167 Avenida De La Plata Suite 102, Oceanside, CA 92056, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJxSaR7JZx3IARoKQ0QtJ6q3I
#California

US Financial Mortgage Lending - El Sobrante

Ivan Rojas I’d like to share my experience with you. In 2021, I began house hunting and was disappointed with my initial lender, as big commercial companies often prioritize their wealthy clients, which wasnt the case for me. I was introduced to Nicole through Feagley Realtors during the pandemic when getting immediate help from a lender was challenging due to high demand. Nicole promptly handled my paperwork and assisted me in securing a very good first loan as a first-time home buyer. The remarkable part is that it was all done over the phone and email; I only met Nicole in person after the closing. Fast forward two years later, I returned to Nicoles to strategize my second loan. Without the advice and attention Nicole provided the second time around, Im unsure if I could have obtained another excellent loan for a second property. Nicole and her team worked wonders for a blue-collar worker like myself, hailing from Richmond with little money but a dream. Ill forever be grateful to Nicole and her team for turning my real estate dreams into reality. I hope to return to her office for loan #3 when the time is right, God willing. I strongly encourage you to consider talking to my lender.
5 /5

Community First Credit Union - Lakeport

Jeff Lynch I was recommended to bank with Community First Credit Union by several people. So I read the reviews and chose them over other Credit Unions in the area. They were impressive. From the moment you walk through the door with a pleasant greeting and a smile to the smooth friendly informative service from Victor on opening my account. I highly recommend them.
5 /5

U.S. Bank – Wealth Management Banker: Tanya Sheets - Clovis

Evelyn Redd I have been a customer here for quite a few years. Ive always received top notch service from both the manager & tellers. Anderson Ca. U.S. Bank branch YOU ROCK.
5 /5
kroeger financial ca

Kroeger Financial - Grass Valley

Jessica Higgins Super happy with how they handled my taxes! The team took their time to make sure my filling was as advantageous as possible - I’ve been doing my family taxes for years but now that I started a business, I needed more expert help. I got that and more, with an easy tech interface, warm and caring face to face time, and impressive professionalism! Highly recommended
5 /5

WealthArch Investment Services - Pasadena

Adam Cheung Earl has helped manage my money for 5 years and I could not be happier. His attention to detail, thorough research and excellent communication are all great attributes but he also brings a very personal, grounded approach in the way he really gets to know you and your needs. He was very upfront in describing his approach to investing from our first meeting so as to set proper expectations. Hes not trying to chase the next big thing when he invests. He really digs into individual companies and takes a close look at their pros and cons before deciding if they offer value at a given point in time. In the coming decade, I think this will really bear even more fruit as we are likely facing a stagnant overall stock market where there will be winners, but definitely more losers and where the skill to pick individual stocks will really help Earl shine. Ive always been confident that first and foremost, Earl will protect my capital above all else. But he will also not hesitate to buy when the time and price is right. Its also important that someone has skin in the game and Earls own portfolio mirrors his clients to a large degree as well. In this industry, there are too many advisers and banks that lack accountability so this is much appreciated from my end and adds to the level of trust. All in all, Ive been very happy and impressed.
5 /5