Modern Woodmen Financial Advisors / Planners of the East Bay Area: Castro Valley, CA - Castro Valley (CA)

Julie Bergmann I highly recommend Beacon Point Advisors for financial planning and management. Debra Curry is the definition of a professional, compassionate and educated advisor. Her constant follow up is incredibly helpful in navigating current financial changes not only in markets but in my own personal situation. She is very supportive and provides excellent service and advice at all times with great responsiveness. I have also worked closely with Tamara who is incredible at follow up and follow through as well. Working with Debra, Tamara and all of the caring and knowledgeable staff at Beacon Point Advisors has provided me with peace of mind money cant buy. They have also assisted my family during some challenging times and were always right there providing caring and knowledgeable support. Thank you Debra and all of the staff!

Kanela Yoacham Very helpful and good resources. My worker is very prompted and every time I call her she calls right my back andbreafu to help me with whatever it is I need

LaShondra Goode I always have a great experience with the Patelco staff even security guards. Everyone is so pleasant

Edward Hernandez Auto international insurance Jazmin R gave me the best service i was looking for Mexico insurance, she was knowledgeable and knew what i needed fast accurate and great price thanks again i will definitely come back