Keywords: establishment,finance,point_of_interest

Bay Area Real Estate Finance - Oakland (CA)

Address: 🏡 6201 Antioch St #200, Oakland, CA 94611
Phone : +1 (510) 761-5051
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJCx_EoJqHj4AR6zXY7BMJbZk

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Steve D.: I was with C. Schwab for over 30 years. Recently I moved my inheritance from Vanguard to Schwab. The Schwab financial advisor said I was all set for retirement at age 65. If I get a SS check and medicare, I should be OK he said. I found his presentation vague and depressing. And thats why my investments are with Edward Jones (Ballena Bay, Alameda) now.
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TMC Financing
Rebecca Jardine: Applying for an SBA loan is never an easy or quick process. However, Bryce and Cindy held my hand and took me through the process step-by-step from start to finish and made sure all the I’s were dotted & T’s were crossed. They were super quick to respond to emails and phone calls. Everything finally got approved & funded and I ended up getting a great rate! I am very appreciative of the very thorough and detailed help they both gave me throughout this process.
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Melissa Shore: They have been very good about communication and making sure my debt was paid on time. Very friendly and make you feel valuable. Respectful, kind and an encouraging.
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Mellissa Barcelo: My husband and I have been working with Ben for a couple of years now. What stands out to the two of us is that he immediately put us at ease. He has the ability to listen and ask thoughtful questions so that we reach our financial goals.
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