Keywords: Financial james shea cfp® ubs financial services inc ca

James Shea, CFP® - UBS Financial Services Inc. - Palo Alto (CA)

Address: 🏡 305 Lytton Ave, Palo Alto, CA 94301, USA
Phone : +1
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJcRFbVaq7j4ARh4fG_dBnK_c
#California

TMC Community Capital - Oakland

Shad Mishu We were referred to Mayra at TMC through a trusted source. Mayra returned our phone after hours and most importantly, listened to our problems and helped us come to a solution. She was courteous, professional, and quick in response. We highly recommend Mayra and TMC for lending needs. Thank you again.
5 /5

Ebert Capital Management Inc. - Eureka

Rachel Bell Transferring all my investments to Ebert Capital was the best decision Ive made. I sold a house right at the beginning of the pandemic and took Bens advice to invest the profit and the gains have been exceptional. This company really does its research and works hard to build your investments, and at the same time maintains a quick responsiveness and caring about clients. With all of the stresses of 2020, my financial investments gladly are not one of them.
5 /5

Wescom Financial - Salinas

larry rock I went to the Seaside branch of Central Coast Credit Union this morning To find the bank went out of business The signs were gone ,ATM machines gone like there never was a bank there I was just there two weeks ago and no signs that they were leaving Another credit union Wescom sent me mail Regarding the purchase of Central Coast But said nothing about closing the branch And even included the Seaside branch on their paperwork and mentioned how smooth the transition would be starting June 1 A month away. Hope they didnt make off with my money!
3 /5