Keywords: establishment,finance,point_of_interest

Regional Finance - Concord (CA)

Address: 🏡 1390 Willow Pass Rd Suite 1060, Concord, CA 94520
Phone : +1 (925) 809-4900

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJfxgsq5BnhYAR_QHquSMKnHY

Others Near Concord,CA

Stearns Business Lending Inc - Concord
Sam Morris: They were extremely helpful in fulfilling my loan, keeping me advised on every step of the way! A great company the whole way through. Thank you Stearns Business Lending Inc.
BAR Financial, LLC - Concord
Karen L. Fisher: If I could give this company a zero rating I would. Working with Adam Ghinazzi has been one of the worst experiences Ive had when it comes to working with investment advisors. He never returns phone calls, still has an old contact name and e-mail attached to the accounts and has consistently ignored client instructions. His poor customer service led to a large amount of money getting misdirected and it is taking months to fix the problem. Its been extremely stressful working with him. I hope his company will do something to improve the level of service so no other client has to experience this level of frustration and of being ignored. Clients deserve better. Im a trustee and Im settling the estate for Adams client. Out of respect for all the years he worked with this client, I would expect him to be responsive to the needs of the current situation which is making sure the money is distributed properly so the heirs can receive their money.
Fidelity National Financial, Inc - Concord
Saylor Financial Services - Concord
John Castaneda - Financial Advisor, Ameriprise Financial Services, LLC - Concord
Gary Cruff: John is detailed and knowledgeable in a number of areas. He provides expert advice beyond just picking a stock. Strategies on retiring, saving on taxes, etc. I am very grateful for John and the services he provide.
Pacific Service Credit Union - Concord
Tammy Cooper: IVE BEEN A MEMBER FOR SEVERAL YEARS. I AM REALLY HAPPY WITH THE FRIENDLY SERVICE. I FINANCED MY AUTO LOAN WITH PSCU. I ALSO HAVE A VISA CARD AND CHECKING ACCT WITH PSCU.
Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS® - Concord
Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS®
Joppe Aguirre: Umberto does a great job! He calls every few months to make sure Im taken care of and address any concerns or needs. Definitely recommend working with this place.
UNIFY Financial Credit Union - Concord
Diane Combs: Love this place ,love the people in it . They are always welcome us with a smile, and never mind answering our questions, even if we feel like its a silly one. Been with them for years. Not going any plase eals.
California Check Cashing Stores - Concord
Laura Lorena Martinez: I had such great service here. Maria went above and beyond. I’m not a person that likes to write reviews but this Maria’s customer service was just excellent. She was nice and so thorough .It was past closing time and instead of rushing me out and shutting me down she still made sure I understood E V E R Y T H I N G and got the help I needed. A week or so after I called and she knew who I was and still was able to explain everything to me and with same great attitude. She didn’t seem annoyed she was very sweet and charismatic. That right there is great customer service… you need anything from this place look for Maria !!!
BALANCE - Concord
Anthony Nichols: Amazing conference room.