UBS Financial Services Inc. - Palo Alto (CA)

Pooja Tripathi I had a fantastic experience working with NC Financial Solutions LLC. The team was incredibly knowledgeable and attentive to my financial needs. They provided clear guidance and tailored solutions that significantly helped our organization. Surbhi’s professionalism and expertise made the entire process smooth and stress-free. I highly recommend NC financial Solutions to anyone looking for trustworthy and effective financial services.

Ken Evans I have been very fortunate to work with all 3 brokers at Sweeney & Michel at one point in time or another when managing my portfolio. All have been excellent in explaining, sometimes complicated financial information to my skill level. I especially like the one on one, face to face, or in office interactions. They live by the motto that no question is a dumb question. Their staff is also very friendly and also very helpful in giving me an answer or getting it. I would highly recommend this group for your financial planning needs.

istvankm This bank does not help the poor. After my wedding and starting nursing school, I couldnt keep up with maintaining $3,000 in my savings account. Therefore, the bank was charging me $15 monthly "maintenance" fees. Now that Im trying to close my accounts with them, they wont let me leave! I have to zero out my accounts (take all my $$ out) and then the only way I can close my accounts is to call the company number (1-800). But they dont let you close for a few days. Probably because they know you still have automatic payments occurring and they want to make sure your account (with $0) is charged so they can squeeze more money out of you with overdraft fees! Its a going away present for BOA! It is definitely a time for a change! If you are tired of losing $$ from BOA, get out of there ASAP! Go to a bank that isnt as complicated and doesnt charge monthly fees! I am personally going to Golden 1 for their free checking. Cant wait to finally rid myself of BOA if they ever let me go!

ashley tagaloa HIGHLY RECOMMEND! Fred has helped me from no credit to great credit in less than a year! I told him my goal was to build my credit so I can get my very first car. He did exactly what he said he was going to do to help me achieve my goals. Very straightforward with his business, he knows exactly what hes doing in order to help you with your credit/goals. Also, very trustworthy and will go out of his way to help you with your vision. I highly recommend working with Fred, because he will see your vision and make it 10x more better for you! It wasnt easy, but with Fred and after seeing the results, its definitely worth it. THANKS FRED :) - Ashley Tagaloa

Mike Joyer Adam Frietas helps you get the home of your dreams or the investment you want!!