Moore & Burkhardt Wealth Management - Fremont (CA)

Sylvia Anguiano I am very appreciative of the professional service provided by Marbella. She has always been attentive, accurate, and helpful with my banking needs. I especially appreciate her discretion when discussing my account requests.

Chief Solver Maybe shes just a really busy entrepreneur that needs more assistnace and better structure/organization. But they eventually got around to my file and delivered on everything. Make sure you follow up, Marie and her staff definitely have the knowledge to make it happen for you, but make sure youre in regular contact with whoever is handling your case.