“I love it here!! I always end up going with the teller Shatabdi (I hope I spelled it right), she's always so nice to me. Araceli is also really nice and helpful. I don't feel stressed at all coming here, I don't know what people are talking about, just chill!“
“I highly recommend Bay Area Capital Funding. Chuck Green has successfully helped me achieve my residential financing goals not once, but three times as my situation changed over the years. This most recent round I set a high bar, by seeking an aggressive interest rate, flexible terms and quick turnaround, and Chuck helped me find a strong solution. He was also very helpful when my travels took me out of town for several weeks, keeping the process on track and very easy for me.“
“Marty and I have built up a strong relationship over the many years that he's been my financial advisor. As someone who fully understands my circumstances and needs, he is entirely trustworthy, highly competent, and a pleasure to work with.“
“We have been with Clear Retirement Advice for over 1 1/2 years, it was a tough decision o hire a financial planner, but I must say it truly has been once of the very best decisions my husband and I have made. I interviewed several advisors before choosing Jim and his staff. I felt Jim was genuine during our meeting. He made me feel very comfortable talking about what we wanted our retirement to look like and where he could help us to make it a reality. Jim always includes us in decisions and helps me remain calm and on track even when the market is turbulent. On our last meeting I told Jim because of him and his team I can sleep at night. I would recommend Clear Retirement to anyone who wants to feel positive about their retirement and financial future.“
“Chris Parker has been my financial services advisor for many years and I can't say enough great things about him. He has always looked out for my interests first and I was extremely happy that he went to Hightower Advisors from UBS. I feel so much better that Chris is operating for my interests and not an investment bank that has a stockholders interest first. I highly recommend Chris if you are looking for an honest, ethical financial advisor.“
“Meredith has worked with us for 6 years. We appreciate that she is respectful of our goals and investment philosophy. She is communicative and always clarifies what she understands to be our questions. She is always patient with our questions. Her aide, Kim, is a great help as well. We are very happy working with the Schneider Wealth Management team.“
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