Keywords: establishment,finance,point_of_interest

Dana Funk Financial Services - Chico (CA)

Address: 🏡 55 Independence Cir # 110, Chico, CA 95973
Phone : +1 (530) 893-4812
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJkTlRKunYgoARF1tpJXMbkaA

Others Near Chico,CA

Edward Jones - Financial Advisor: Neil R Yelland, AAMS®|CRPC™ - Chico
Onyx the bird: Neil listened to my concerns & developed a financial plan that was right for me. I was impressed with the print out and now I know what I need to do to be on track to retire.
Daniel Mauldin - Financial Advisor, Ameriprise Financial Services, LLC - Chico
Daniel Fitch: Daniel is great. He is very thorough and very detailed and every aspects. His knowledge and comprehension is very impressive. The plan he set for me, and my family is tailored to our lifestyles and our goals on what we want to accomplish. I recommend Dan to all my friends and family who are looking for financial advice and planning for their future.
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TreeStar Financial Solutions
M B: The staff is courteous and professional. Heather is very patient with questions. She updated my tax return to accommodate new deductions that were discovered, resulting in substantial savings for me. Thank you, TreeStar, for taking the stress of doing taxes.
Edward Jones - Financial Advisor: Benito Abarca-Sanchez - Chico
Jennifer Odegard: I found Benito through a friend, and Im glad I did. Even though I have a very small amount of money to invest, Benito takes my account seriously and gives it the TLC it needs to grow and thrive. He is a great communicator and includes me in every step of the decision making process. I have grown to trust his judgement and I enjoy him personally. My money is growing more than I thought possible. I couldnt be more pleased!
Edward Jones - Financial Advisor: David T Green - Chico
Heather Nyhof: About 10 years ago I opened a do-it-yourself-online-trading account because I thought it would be fun. Fast forward a few years and I realized its not fun. I needed someone to take over this account... but I didnt know anyone and I didnt trust anyone. I met Mr. David Green and knew he was the one to help. His personality is warm and friendly, hes not pushy, and you can just tell hes a good guy. And he was able to explain things to me in a way I understood. He took care of the entire process of getting my old account transferred-- all I had to do was sign a few papers and he took care of it all.