Keywords: establishment,finance,insurance_agency,point_of_interest

Saylor Financial Services - Concord (CA)

Address: 🏡 1320 Willow Pass Rd Suite 600, Concord, CA 94520
Phone : +1 (888) 837-3496

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ11z3jQGLj4ARwnkNic0GCNU

Others Near Concord,CA

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.
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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.
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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 !!!
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Anthony Nichols: Amazing conference room.
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Gino Ramos: Been sending money to PI for years now and this company is the best place to remit. They have been reliable and trustworthy. The fees were affordable and most of all, the service is friendly and welcoming. Maraming Salamat po !
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Kenneth Henry: Jimmy is a great agent and has helped me with my business at every turn when it comes to insurance advise and what I need to expect down the road. We have been working on getting workers compensation for over 6 months and he has found programs left and right for me. I would recommend his services because he is the kind of person that puts his clients first, finding insurance that suits the business owners needs. Thanks Jimmy!
Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLC - Concord
Aviva Wada: Gary Cruff is an excellent Financial Advisor. He always is transparent in the fees and gives advice based on our risk tolerance. His advice has not only saved us money but has also helped our financial situation in a very positive and tangible way.
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Laura cintron: Tiffani was amazing agent. She was Super attentive and patient with us being that we were first time homeowners. She made the process extremely seamless always communicating with us. Whenever we had questions, she always answered them no matter how many times we asked her the same question because the whole process was overwhelming for us.
Financial institution - Concord