Keywords: Financial legacy financial services ca

Legacy Financial Services - Fresno (CA)

Address: 🏡 3025 W Shaw Ave Ste. 107, Fresno, CA 93711, USA
Phone : +1 (559) 702-1271
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJP0C1O61glIARpp0Q6EbbDoY
#California

Holland & Allred - Bishop

Joshua Morn Mike and Kevin are a pleasure to work with. Throughout the entire process, Mike was extremely patient with me. This is the premiere tax service in Bishop and it comes as no surprise that they have served our community for decades. Highly recommended.
5 /5

VARRIS Mortgage Solutions - Novato

Andrew Logan Vince at Varris got me a great rate and was extremely helpful throughout the process. Definitely happy with how my refinance went.
5 /5

Matrix Business Capital - Long Beach

Maria Watson I have secured equipment and operating capital loans via Matrix Business Capital. The application process each time was handled in an expedient manner and we were funded in matter of days. In addition, Brian Acosta is always a pleasure to work with.
5 /5

First Command Financial Advisor - David Slater, RICP®|CFP® - Monterey

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.
5 /5

MJF Financial - Seal Beach

William Weinberg I have had the pleasure of knowing and working with Martin for over a decade. During that time, his devotion to my financial well being has never wavered. At the outset of our relationship he made sure to determine what kind of investor I was, what my goals and expectations were and that evaluation has led to a very trusting relationship over the years. I highly recommend him to anyone looking to diversify and increase their wealth with someone they can trust and get to know on a personal level. Hes an excellent person and an excellent financial advisor.
5 /5