Schneider Wealth Management - Redwood City (CA)

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.

tom housel No answer to my phone call. Terrible service

Keyana Vee My first and second experience here was so awesome thanks to Ari! She’s so sweet, personable and knowledgeable. I wasn’t approved for certain things but she delivered the news gracefully and privately! If you ever go to this California check cashing store, ask for Ari!