Stifel - Long Beach (CA)

Marcos Rodriguez Our financial advisor is Dani ODonnell and it is evident why she has won Bakersfields Best the past couple of years. She assists us with both our personal and business financials and was a key part during our recent transition related to a business acquisition. From our first meeting with Dani, she has demonstrated extensive knowledge, clear communication, and a genuine want to do what is in our best interest as her clients based on our goals. We highly recommend her services. Thank you, Dani.

Jacob Griscom Ean has been an essential partner for R&B Communications. She has helped us organize our books to give high level visibility and help us make data driven decisions, while also helping us determine our share price for our stock purchase plan. We love working with her.