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Merrill Lynch Financial Advisor Elena Katz - San Luis Obispo (CA)

Address: 🏡 1020 Marsh St, San Luis Obispo, CA 93401, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJhTP_Btbx7IAR0JVZlFgr0as
#California

Bank of America Financial Center - Chico

aditya jekkula THANK YOU Elijah. I had an outstanding experience at Bank of America, and I highly recommend Elijah Hostettler. As someone new to Chico, opening my first bank account in the U.S. could have been daunting, but I’m glad I chose Bank of America. Elijah was incredibly patient and helpful. He listened to me like a friend while maintaining a high level of professionalism, expertly advising me on my account. Despite having a different accent, Elijah made sure I felt heard and understood, never making me feel like it was a problem. I had two appointments with him, and both were exceptional. All my doubts were resolved, and the entire process felt effortless, thanks to Elijah’s guidance. During my first appointment at 11:00 am, I arrived early at 10:50 am and was promptly met by Elijah at 11:00 am sharp. His punctuality was impressive. For my second appointment, also at 11:00 am, Elijah even called me at 9:00 am to remind me and ask if there was anything he could prepare or Set up in advance to save my time—such thoughtful service! When I arrived for the second appointment, I noticed him attentively assisting an elderly lady. After finishing, he walked her to the door, which shows how thoughtful and helpful he is. THANK YOU SO MUCH, ELIJAH! I highly recommend Bank of America, and if you have the chance, be sure to choose Elijah.
5 /5

Noir Financial - Santa Monica

Jeff Wilson I needed help with my books asap! They are not only a grade A cpa firm, but they also handle Quickbooks as well. Kyle as an artist when it comes to taxes so ask for him if you need tax help
5 /5
hilltop securities inc ca

Hilltop Securities Inc. - Monterey