Keywords: Financial spelts wealth management ca

Spelts Wealth Management - Chico (CA)

Address: 🏡 901 Bruce Rd #160, Chico, CA 95928, USA
Phone : +1
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ5_SEJGkog4ARe2_FquZzKYI
#California

Integrated Planning & Investments - Clovis

William Van Heusen Helped with LLC formation and were very professional and fast.
5 /5

Union Financial Services - Los Angeles

Rosa Jordan Excellent Service Highly recommended
5 /5

JLB Financial Services - Hayward

Gabriel vazquez We were recommended to Jose and Sonia and they make such an excellent team. They are always the best in helping us when we communicate with them, try there best to find what works best for their clients. They work professionally in what they specialize.
5 /5

Bank of America Financial Center - Merced

Helen Willoughby Peck I rarely post a review but felt that I should note my very positive experience as opposed to the many, many negative reviews. After reading all the reviews before my visit I expected the worst experience. But, to my surprise, I had a great experience. Bo, the manager greeted us as we walked in and directed us to an associate that would help us out. He was inexperienced and she hovered a bit to help him through. She was very knowledgeable and quickly understood that our road maintenance account had been set up incorrectly years ago and helped us fix a very messy situation. Our appointment went much longer than expected because of so many complications but they were both pleasant and patient. I did wait for a teller for another reason and there were three tellers available. The line was not that long. There seemed to be quite a few people in the lobby hanging around for a long time. I presumed they were waiting for an associate to help them. If you want someone (not a teller ) to help you, MAKE AND APPOINTMENT IN ADVANCE and stop complaining about your wait time.
5 /5

TMC Community Capital - Oakland

Shad Mishu We were referred to Mayra at TMC through a trusted source. Mayra returned our phone after hours and most importantly, listened to our problems and helped us come to a solution. She was courteous, professional, and quick in response. We highly recommend Mayra and TMC for lending needs. Thank you again.
5 /5

Edward Jones - Financial Advisor: Jim Strutt, AAMS®|CKA® - Madera

Jd Tube I want to thank Jim and his team for the outstanding service. He has been a big asset in helping me maximize my investments and a trusted person for advice for anything related to money.
5 /5