Keywords: Financial randolph klein financial solutions ca

Randolph & Klein Financial Solutions - Stockton (CA)

Address: 🏡 2087 Grand Canal Blvd STE 5, Stockton, CA 95207, USA
Phone : +1
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJozJta0sMkIARKHOZPq9kVOQ
#California

Travis Credit Union - Antioch

Sophia Hanke I was informed on the phone since I submitted a dispute I would have to get a new card from a branch. When I received the phone call from corporate it was already 1:30 on a Saturday. I looked for the closet branch and found this one, they were going to be closing at 2pm. I went in and was greeted. I sat down and waited. At around 1:45/1:50 James was able to help me get a new debit card. He was so friendly. I apologized for coming in last minute and he assured me that it was okay. He didn’t rush me and was really polite. This was my first time experiencing this branch and he did a wonderful job! Thank you James!
5 /5

ISL Tax Services & Accounting - Calexico

German Fernandez Very profesional, affordable prices and great business hours.
5 /5

Community First Credit Union - Lakeport

Jeff Lynch I was recommended to bank with Community First Credit Union by several people. So I read the reviews and chose them over other Credit Unions in the area. They were impressive. From the moment you walk through the door with a pleasant greeting and a smile to the smooth friendly informative service from Victor on opening my account. I highly recommend them.
5 /5

Bernie Peacock - First Priority Financial, Inc. - Napa

Joey G I have gotten many loans from Bernie over the past 20 years. New houses Ive purchased as well as re-finances. Before Bernie, Ive used several others but have never been back to them. After my first loan with Bernie, I never looked any further. I go to him every time. He knows what hes doing, hes totally honest, wont steer you wrong, and hes a great guy to sit and talk to. Hes the best.
5 /5

L E Jacobson Financial Bookkeeping - Long Beach

Cristina Caruso Lissa has been doing our taxes for years. She knows her stuff, is very friendly and quick to reply. The staff is great and very knowledgeable.
5 /5
edward jones  financial advisor: umberto leone cfp®|cap®|aams® ca

Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS® - Concord

Joppe Aguirre Umberto does a great job! He calls every few months to make sure Im taken care of and address any concerns or needs. Definitely recommend working with this place.
5 /5

Sense Financial Services LLC - Anaheim

Nancy Oyer I love Sense Financial. I’ve been a client since 2019 and can absolutely and highly recommend Dmitriy and his team. I can’t imagine setting up a Solo 401K without them. Dmitriy and Minna and everyone I’ve worked with at Sense Financial is so knowledgeable, efficient, and kind. They respond quickly to every request. I love the diversity of investing in what I want, versus the being limited to the options I’ve encountered in many corporate retirement plans I’ve had previously. Even in the best of the best corporate plans out there, nothing compares to being able to invest in exactly what you want. For me that includes bonds that are not in the usual corporate portfolio, and multiple options for real estate. Don’t hesitate. Reach out to them today!
5 /5