Lincoln Financial Securities - San Jose (CA)

Brennan Kahl Chad and Bryanna held our hands throughout the process of buying our first home. We spoke to them years before we were ready to learn what we would need and were able to pick back up with them once we were ready. We really appreciate their communication style, breaking down the confusing (to us) parts, and being readily available. We especially appreciated their ability to look at problem solving from multiple angles, to get creative to make our vision work. It was a pleasure working with them.

David Brown ALWAYS PERFECT, And they are setting a Supreme example, every time. Always happy to do any effort on my account. Smooth electronic transactions. I sleep so well at night, not a worry about my account. If I could find a fault, I would share it with you. SINCERELY, DAVID BROWN

Christine Joyner If you are looking for an Advisor to assist you with your financial security, Brandon is a perfect match. After your first meeting, you will feel comfortable and motivated to grow your savings. He will help you develop a long term plan to meet your goals and help ease your mind since the topic of savings can be stressful. Brandon is very knowledgeable and he has the ability to explain how the financial market works, so that one can understand and realize that it isnt as intimidating as it appears. You will leave his office with trust and understanding. Book that appointment, you will not regret it.

Jim Grasse Great bank for all needs Thank You Jim G

Lenore Sparks I literally cannot thank Julie enough for the amazing work she put in for FREE to help me avoid paying a penalty to the IRS for late filing. She is a hero and I am so grateful for the whole crew at HR Block in Bishop. THANK YOU! I recommend them to everyone I know.