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Jacob Bruce - Financial Professional - Stockton (CA)

Address: 🏡 1948 W Benjamin Holt Dr, Stockton, CA 95207, USA
Phone : +1
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJQ9CAhNoNkIARFmxvSxpw2o8
#California

Beneficent Financial - Pasadena

Sheryl Burford My husband and I have been clients of Beneficent Financial for the past seven years. We are very pleased with the professionalism of Cathy Downs and her staff. Everyone is always friendly and very professional. Cathy does a great job explaining the various investment strategies and how they will impact our financial and tax portfolio. When you become a client at Beneficent, you become part of their family and they take very good care of us. The entire team is always great to work with. For our purposes, we mostly work with Cathy and Nancy who are so patient and understanding. We are more than pleased with the financial advice we have received from Beneficent. I highly recommend Beneficent Financial.
5 /5

Fullerton John B CPA - Eureka

Michael Koehler Hands down great service! Answered all my questions. My return was completed exactly when I was told it would be. Very affordable. Best return I have ever received
5 /5
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Wells Fargo Bank - South Lake Tahoe

Robert Horowitz Opened promptly at 9. All staff were helpful, attentive and kind.
5 /5

Corazo Credit Union - Calexico

Tixoc Munoz This is the best bank, if you want to be treatable respect, this is the place, this morning. I talked to Luis, that I have with a deposit, he immediately got up and start working on it. Great guy.
5 /5