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Wealth Management Associate - U.S. Bancorp Investments: Kelly Caravantes - Fremont (CA)

Address: 🏡 39390 Fremont Blvd, Fremont, CA 94538, USA
Phone : +1 (510) 494-2011
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ11UZ-p3Bj4ARSGUITUrTojg
#California

First Command Financial Advisor - David Slater, RICP®|CFP® - Monterey

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.
5 /5

Farmers Insurance - Jared Hull - Ukiah

Jose Arturo Ibarra As a home owner, Ive been incredibly impressed with the service Ive received from Jared Hull and his team at Farmers Insurance in Ukiah, CA. Jared responds to my requests immediately and is always attentive to my needs. He takes the time to thoroughly understand my coverage requirements and provides thoughtful recommendations to ensure I have the right protection in place. Ive recommended many of my friends and neighbors to Jared, and theyve all had a similar positive experience working with him and his team. Jareds dedication to customer service is truly exceptional, and Im grateful to have him as my Farmers Insurance Agent. I would highly recommend Jared and the Ukiah Farmers Insurance office to anyone in the area looking for top-notch insurance coverage and support.
5 /5