Sevilla Financial Services LLC - San Mateo (CA)

Josie Aldana Alejandro ,banker assisting at the door was surprisingly very effective and knowledgeable

Alex Urbina Very good customer service very supportive

Sheldon Elias Schiffer My experience with RVW was very fruitful. I provided extensive documentation of my financial situation, my property holdings, my tax liabilities, and my potential future earnings. RVW thoroughly analyzed all angles. The results were a very realistic picture of how I can optimize my holdings to improve returns. Their report included best case tax strategies for a somewhat complex set of options with quite distinct results. Furthermore, the team was excellent at communicating thorough and detailed questions and answers. When there was a topic they could not answer, and there were very few, then they turned to an expert in that specialized field of knowledge. Overall, RVW served my needs at an important time in my life, when I could see the retirement sun coming over the horizon. My work with them gave me clear direction and goals for the long and short run. I look forward to our next step in the process, and I recommend their services to anyone looking to optimize their holdings for retirement.

Donald They have all ways done right good service all the time I will be there next year also

Brandi Taamai My husband and I had to call the customer service number and close out our account because we are struggling and we needed the money. So they said It wouldn’t be in our account in 4 days so we wait out the four days and lo and behold today we look in there and it says it was canceled they have done a disservice to us we are struggling which is why we needed to take out the money in the first place and they did not help us now they’re saying tomorrow. I only gave one star because I had to.

D C I spoke with one woman then we had a appointment for next day then shes not in so this other woman helped me ..should of told me if your not coming ? But the othe woman was kind and friendly. I give it a score of 6 .