Keywords: Financial leonard anable cfp ubs financial services inc ca

Leonard Anable, CFP - UBS Financial Services Inc. - Carmel (CA)

Address: 🏡 200 Clock Tower Pl Suite C-100, Carmel, CA 93923, USA
Phone : +1 (831) 626-2313
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJo61REtXpjYARzn5yYqKlomo
#California

Impact Fiduciary - Pasadena

Ché Landon My wife and I interviewed 11 different financial advisors from top firms in both LA and NY before making the decision to move forward with Chris Mastro at Impact. Choosing to work with Impact has proven to be one of the smartest decisions we’ve ever made for our family. We could not be happier with the guidance and growth we’ve received. Chris is one of those rare individual’s who possesses a level of expertise matched by integrity.
5 /5

Charles Schwab - Santa Monica

Mike Simms I have been a customer for over 20 years and I have been very pleased with the service in several cities (Sacrament, Portland, San Francisco), but I must say that Stacey from this location was my favorite representative to meet with. My wife and I had a very informative consultation with her last week. She is a great listener and provides appropriate advice and solutions for our various financial planning questions and needs. A+
5 /5

Bay Equity Home Loans - Concord

Harlan Jodie (JodieJo Ha) Ali has a great relationship with my realtor so they communicated efficiently with each other (and me!). For my home purchase, I wasnt the top bidder, but the sellers preferred to work with Ali (as he had helped them refinance their home). Dont do yourself a disservice by using your friend/family member who is new to the industry (Been there!) get yourself a local pro with connections. I had one house that fell through and I needed special fire insurance/wrap around insurance policy for, and instead of the process of finding an insurer being tedious, they were able to recommend me someone who got the job done with as amazing of service as Ali and his team themselves.
5 /5

SuperMoney - Santa Ana

Jim Haley SuperMoney is a great one-stop shop for US consumers trying to find the right financial service products for the next step in their financial journey. With over 50 different financial service verticals to compare products within and multiple offer engines consumers can use to make their financial product search more efficient, SuperMoney helps consumers make smarter financial decisions.
5 /5

U.S. Bank Branch - Freedom

Donna Wonderful customer service--which seems to be something one finds less and less often these days.
5 /5