Keywords: establishment,finance,point_of_interest

Hunt Wealth Management - Concord (CA)

Address: 🏡 1001 Galaxy Way Suite 203, Concord, CA 94520
Phone : +1 (925) 279-1103

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJYeS83gxhhYARGbo7MaVddxc

Others Near Concord,CA

Brent Herrera - Mutual of Omaha Advisor - Concord
Joe Iacovazzi: I have known Brent Herrera through a referral networking group for about a year and have heard the type of service he provides his clients. Even with that knowledge, my wife and I were absolutely blown away by Brents service to our needs in getting us coverage for a Term Life insurance policy. This was a challenging case due to health issues in the family. From the initial request for documentation, to medical records requests, to underwriting, to final decision (approved!), the process began in October 2022 and finalized in March 2023 - nearly 6 months... and Brent was by our side every step of the way. He facilitated all outstanding requests and clarified questions on our end so that we were ensured that everything requested was properly completed and accepted. Whether youre in need of a new policy, need a review of your current policy, or just want all around education on life, disability, and/or long-term care insurance coverage and benefits, look no further and get in contact with Brent Herrera TODAY!
Land Home Financial Services - Concord Walnut Creek - Walnut Creek
Alex Mummery: Robert Wightman is a fantastic loan officer. He helped me and my husband when we needed a loan in less than a month. He is always able to be reached and is always helpful and kind.
LHJS Investments - Concord
U.S. Bancorp Advisors - Financial Advisors: Justin Sayada - Concord
Wells Fargo Advisors - Concord
Mutual of Omaha® Advisors - Concord - Concord
Mayte Diaz: So impressed with Mutual of Omaha a d how fast they processed my husbands death claim. So much so Im going to look into a quote for myself. Excellent customer service and hassle free 100%. Despite the tragedy, they didnt add trouble to my already difficult situation. Very happy.
OneMain Financial - Walnut Creek
Jean-Marc Coussinat: This should be a zero. I recently applied for a loan and was pre-qualified online. There was nothing set in stone as offers were contingent on further with documents uploaded, etc. I got a call today, and I was declined. That wasnt the issue. The issue is that they ran a hard check credit review without my permission on Friday. I was unaware as I thought Id still be able to talk to someone and give permission after reviewing loan options. This Branch/Company is not upfront about their practices, and I will share my experience. Beware.
Marco Finance Co - Richmond
CMA Financial Services - Richmond
CMA Financial Services
Tana Ching: Ive seen Colisa a few times now and gotten great advice about being a sole proprietor and tax situations based on the changing laws. She can help you plan for big ticket items, unravel tax issues and get you ready for the new year. She is gentle, does her research and specializes in tax resolution. Shell take care of you!
Javier Ly Martinez: Primerica - Financial Services - Richmond
Flora Lover: A woman named I think was colleen or polleen or whatever kept pressuring me to join her pyramid scheme and when she gave me a card it had this persons information on here. Please teach you consultants that NO MEANS NO. If someone is not interested in joining dont harass them.
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