Wealthfront - Palo Alto (CA)

Jon D Kim is great. She does a very good job of identifying areas you can use help either currently or in the future. Shes very good at explaining things using laymans terms and relating to your individual situation, to the point where even an uneducated country boy like myself can understand. Shes very knowledgeable but not smug about it like some of the advisors i have dealt with elsewhere. I highly recommend Kim, If youre looking for somone to help with financial planning.

Lionel Hawkins Daisy at one main financial was a class act.she made the process for my loan easy and fast.looking forward to refinancing my car loan and consolidating all my bills.