Meriwest Credit Union - Sunnyvale (CA)

Marcos Rodriguez Our financial advisor is Dani ODonnell and it is evident why she has won Bakersfields Best the past couple of years. She assists us with both our personal and business financials and was a key part during our recent transition related to a business acquisition. From our first meeting with Dani, she has demonstrated extensive knowledge, clear communication, and a genuine want to do what is in our best interest as her clients based on our goals. We highly recommend her services. Thank you, Dani.

Don DuBose Mr. Davenport and his team have been a great asset for our business! He truly knows all the strategies that helped us keep more of our hard earned money without putting us at risk for audit. I truly thank them for helping me save on the ridiculous amount of taxes we have to pay.

The Goul Stock prices on screen if you want to check and you dont have Wi-Fi or phone thats rare