Financial Planners near Concord

Financial Planners near Concord picked by BestProsInTown

“Magnus has always been an embodiment of patience and professionalism. His intricate knowledge of investments and financial services combined with his client-first rapport makes him a top notch advisor. I highly recommend him!“

5 Superb1 Reviews

“I am really impressed with the "non-sales" advice and the depth and quality of the analysis Greg and his team provided.It's great to have an expert who provides guidance without the constant sales pitch.I strongly recommend Greg O'Donnell and team.“

5 Superb1 Reviews

“The gentleman that runs RH Investments is a brilliant, savvy real estate investor. I've worked with him on numerous real estate acquisitions. The company specializes in identifying, acquiring, remodeling and revitalizing ugly houses, turning them into beautiful homes in and around the Bay Area. I've found the proprietor, Ali, to be very reputable and fair in his dealings, making every effort to produce a home that is better than its best condition. A man of his word, he has proved to be reliable and a trusted and respected businessman.“

0 Na0 Reviews

“Dr. Mike is a fantastic accountant and financial advisor. He has helped my wife and I plan for our future. He is a great guy and gives wonderful advice. God Bless you Dr. Mike and thank you for helping us file our taxes and plan our finances.“

0 Na0 Reviews

“Bob is the only man I trust my money with. All of the staff have been great to work with especially Belinda and Roy.“

0 Na0 Reviews

“My experience with Alamo Capitol has been very positive. I have been especially happy with the relationship I have developed with my personal representative, Adam Gold. He has worked closely with me to develop an investment strategy, and I feel he has my best interests at heart. I recommend the highly them.“

0 Na0 Reviews

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