Keywords: establishment,point_of_interest

BALANCE - Concord (CA)

Address: 🏡 1655 Grant St #1300, Concord, CA 94520
Phone : +1 (888) 456-2227

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJX6t-Pi9nhYAR9wiu1oZWDaY

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    • Financial Balance Insurance Agency - Concord
    Kenneth Henry: Jimmy is a great agent and has helped me with my business at every turn when it comes to insurance advise and what I need to expect down the road. We have been working on getting workers compensation for over 6 months and he has found programs left and right for me. I would recommend his services because he is the kind of person that puts his clients first, finding insurance that suits the business owners needs. Thanks Jimmy!
    Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLC - Concord
    Aviva Wada: Gary Cruff is an excellent Financial Advisor. He always is transparent in the fees and gives advice based on our risk tolerance. His advice has not only saved us money but has also helped our financial situation in a very positive and tangible way.
    Mason-McDuffie Mortgage Corporation - Concord
    Laura cintron: Tiffani was amazing agent. She was Super attentive and patient with us being that we were first time homeowners. She made the process extremely seamless always communicating with us. Whenever we had questions, she always answered them no matter how many times we asked her the same question because the whole process was overwhelming for us.
    Financial institution - Concord
    Patelco Credit Union - Concord
    Fred Ortanez: Spoke with a banker/employee named Alexander Sanchez, and he was wonderful and polite. Even though his computer stalling and delaying while he was starting our application for a loan; he was very detailed and informative on our account. He worked through his lunch I believe even his manager was mad he didn’t take his lunch, but he was committed to complete our application. I wish more bankers were like him. A++ service in my book. I hope all Patelco branches have their employees put customers first too. Makes us feel appreciated. I feel so bad for the employee. His management was adamant on him rushing the process, but he was great in every way. And we opened a checking and savings account too just because he was so very kind and understanding.
    Mariner Finance - Pleasant Hill
    Gwenevere Green: I thank you for your services, and the experience that your staff showed, I was greatly impressed with the way your staff treated me in every aspect. Keep up the good work. Keep up the good work, Jackie and Albert.
    Philip Anthony Nunez Jr: Primerica - Financial Services - Concord
    Lori Quintero: Philip was very informative and helpful and broke everything down so I can understand better.
    Merrill Investment & Retirement Financial Center - Concord
    Travis Credit Union - Concord
    Tina Sims: People of the world please if you are African American please we are dealing with racism in the world and since I’ve been a member it’s been an issue. I feel because I’m not white that I’ve been mistreated and treated like I was nothing. I am telling my family not to do business with them my money has been getting RETURNED AFTER I PAID A BILL. we are living in racism times where we as people are getting treated like we are nothing. I’ve never been treated like this before from anyone else I have done business with. Thanks but I’m not satisfied how I’ve been treated when I walk in or at the atm. I shouldn’t have my moneY get returned the money was there. Now I’ve had 200 late fees I have to pay. But thanks for the bad service
    Bay Equity Home Loans - Concord
    Harlan Jodie (JodieJo Ha): Ali has a great relationship with my realtor so they communicated efficiently with each other (and me!). For my home purchase, I wasnt the top bidder, but the sellers preferred to work with Ali (as he had helped them refinance their home). Dont do yourself a disservice by using your friend/family member who is new to the industry (Been there!) get yourself a local pro with connections. I had one house that fell through and I needed special fire insurance/wrap around insurance policy for, and instead of the process of finding an insurer being tedious, they were able to recommend me someone who got the job done with as amazing of service as Ali and his team themselves.