Keywords: Financial turnkey financial solutions ca

Turnkey Financial Solutions - Union City (CA)

Address: 🏡 33170 Alvarado-Niles Rd #1659, Union City, CA 94587, USA
Phone : +1 (800) 321-7919
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJVVWVvEDJj4ARnPxmUF4ocSk
#California

Edward Jones - Financial Advisor: John Dausman, AAMS® - Chico

Mike Grattidge I cannot say enough good things about John Dausman!! After turning all of our accounts over to John he was able to give us a forecast of our retirement years. He tweeked a few things to maximize our return on investments, he explained where our money would give us the most bang for our buck and how he would be constantly watching the trends and moving things around when necessary, with our approval of course. He keeps us updated with emails or phone calls and now we feel confident that we will be able to retire when we plan to and have financial security. If you are like I was, not really knowing what your money is doing or if its doing all it can for your future - call John Dausman at Edward Jones!! He will take a huge weight off your shoulders and youll sleep better at night.
5 /5

Bishop Fiduciary Services, Ltd. - Walnut Creek

ALI BIN ALTAF I had the pleasure of working with Karen L. Fisher and I can honestly say she provided the best service I could have asked for. From the very beginning, she was attentive, knowledgeable, and incredibly professional. She took the time to explain everything clearly, answered all my questions with patience, and guided me through each step of the process. What stood out the most was her genuine care and commitment — I never once felt rushed or ignored. She handled everything efficiently, with great attention to detail, and made what could have been a stressful situation feel manageable. I am beyond satisfied with the results and truly grateful for her support. Karen goes above and beyond for her clients, and I highly recommend her services to anyone looking for someone trustworthy and dependable.
5 /5