Keywords: establishment,finance,point_of_interest

Napa NorCal Wealth Management Group - Morgan Stanley - Napa (CA)

Address: 🏡 700 Main St Suite 315, Napa, CA 94559
Phone : +1 (707) 254-4452
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ0_QJsK0HhYARgTAGpYstYQU

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jim s: Josh and Sarah and Dallas are a great team. They helped us navigate the world of financial planning (which we were clueless about) with patience and professionalism. They listened to what we wanted and what we werent comfortable with and tailored their recommendations to our comfort level, all while educating us on multiple possibilities. They answered all of our questions thoughtfully, and explained topics so we could understand them. They truly seemed to care. We highly recommend them.
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Sierra Fiduciary Services, LLC - Grass Valley
David Bell Sr.: I am a long time decorated Honorably Discharged U.S.N. personal. I asked if I could have someone replace the military for me and do the things I always had given to me like, have food for me to eat, clothes for me to wear, transportation for me to get to locations I need to be at, ect. I was given one after another, all jokes, till Matt , Janelle, and son , Jeff accepted the challenge of me being there client. To tell you the truth, I have no idea how they do it but they do. I have been in the Military most my life( Sea Cadets) USN Temp Retired, Retired and belong to many Military clubs to present. The accomplishments I take part in to this day is only because of that loving family that knows how to do what they do. Thank you Quintmeyer family. Sincerely, Mr. David P. Bell Sr.
Meyers Investment Group of Baird - Grass Valley
Edward Jones - Financial Advisor: Ryan W Meacher, CFP®|CPWA®|AAMS® - Grass Valley
pHbonz: Ryan has been our financial advisor for several years now. I was always skeptical of getting an advisor and was a do it yourselfer in all matters. My wife started with Ryan first and after meeting him I felt comfortable that he was there for our benefit and was there to really give advice to help our retirement goals. He has a great depth of financial knowledge and how to best apply things to the needs of my wife and I. And he makes great caramel corn. I highly recommend him.
Edward Jones - Financial Advisor: Torrey R Bowman, AAMS®|CRPC™ - Grass Valley