Keywords: establishment,finance,point_of_interest

Merrill Investment & Retirement Financial Center - Concord (CA)

Address: 🏡 5454 Ygnacio Valley Rd, Concord, CA 94521
Phone : +1 (925) 566-9360

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJt3HO8OBfhYARoTCvZFX0Xu4

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    • Bank of America Financial Center - Concord
    Mariela Rivasplata: Wonderful staff. They helped me with personal banking. Great customer service. I want to thank Aidee Torres for caring and professional advice.
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    Becker Financial Group - Walnut Creek
    Martian Rabbit: We have been with Becker Financial Group since June 2016. Wilko Schutzendorf is well informed and very nice person to work with!! The management rates are very competitive and once you achieve the lowest rate from going over their threshold it stays at that rate for the duration of the accounts! Other great features are quarterly meetings with Wilko and custom trades make working with Becker Financial Group of LPL fun and exciting! With great advise and management, The Becker Group are a viable choice to manage your investments. We are 100% satisficed with the performance of this team.
    Merrill Investment & Retirement Financial Center - Concord
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    Talis Genre: If I could rate lower.... I would.... Unacceptable...
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    Diablo Valley Federal Credit Union - Concord
    Alex: I love this place. Easiest banking experience I have ever had and the staff will help you with anything you need. If youve just moved to Concord, this should be your second stop after after your apartment. If you have any problems, just talk to Joel. Hell take care of them.
    Oneamerica Financial Partners - Concord
    Grant Mayer: Worst website, zero technology, long hold times to get spotty customer service. I took over a life policy and if I didnt have to keep the policy in tact, I would never do business with this company again.
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