Keywords: Financial morgan stanley financial advisors ca 95113

Morgan Stanley Financial Advisors - San Jose (CA)

Address: 🏡 225 W Santa Clara St Suite 900, San Jose, CA 95113, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJZTEdtqPMj4AR1gNvlWelFMM
#California

Denocos Federal Credit Union - Crescent City

Keith Ownsbey This is the Del Norte County Unified School Districts Credit Union , you need to be a employee of the district or an immediate relative of someone who is to join . Very cool to be a part of this bank, very personal and good rates on loans . Lindsey ROCKS!
5 /5

Mendocino Tax - Ukiah

Mena Lopez If you’re looking for a tax preparer I highly recommend Yuliana. She is the best tax preparer I have ever worked with. Iv sent my friends and family with her and we have all had the same great experience. We will definitely be going back every year!
5 /5

Brent Herrera - Mutual of Omaha Advisor - Concord

Joe Iacovazzi I have known Brent Herrera through a referral networking group for about a year and have heard the type of service he provides his clients. Even with that knowledge, my wife and I were absolutely blown away by Brents service to our needs in getting us coverage for a Term Life insurance policy. This was a challenging case due to health issues in the family. From the initial request for documentation, to medical records requests, to underwriting, to final decision (approved!), the process began in October 2022 and finalized in March 2023 - nearly 6 months... and Brent was by our side every step of the way. He facilitated all outstanding requests and clarified questions on our end so that we were ensured that everything requested was properly completed and accepted. Whether youre in need of a new policy, need a review of your current policy, or just want all around education on life, disability, and/or long-term care insurance coverage and benefits, look no further and get in contact with Brent Herrera TODAY!
5 /5