Keywords: Financial homeowners financial group ca 91914

Homeowners Financial Group - Chula Vista (CA)

Address: 🏡 891 Kuhn Dr # 100, Chula Vista, CA 91914, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJX1p9TXtF2YARxCu8s-8Uwg8
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First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA - Piedmont

Janet Thomson Erik Wolfers is a godsend. He is passionate about providing expert financial advice to people of all income levels, believing that the average person should be able to get the needed support to save for retirement. I have worked with him and taken his advice with my investments. He is patient with explaining his approach and will take the time thats needed to make sure you understand the options and why he recommends a particular approach. I highly recommend working with him and his team!
5 /5

Barnes Wealth Management Group - Bakersfield

Marcos Rodriguez Our financial advisor is Dani ODonnell and it is evident why she has won Bakersfields Best the past couple of years. She assists us with both our personal and business financials and was a key part during our recent transition related to a business acquisition. From our first meeting with Dani, she has demonstrated extensive knowledge, clear communication, and a genuine want to do what is in our best interest as her clients based on our goals. We highly recommend her services. Thank you, Dani.
5 /5