Keywords: establishment,finance,point_of_interest

West Coast Financial - Oakland (CA)

Address: 🏡 1814 Franklin St, Oakland, CA 94612
Phone : +1 (925) 939-4436
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJOUPV4rKAj4ARNMnZeBCzjKA

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    Lyz Luke: Riza is someone that genuinely cares about her clients and their well being. She wants to empower you while helping you reach your financial and personal goals. Her depth of experience has a wide span that also includes working with women as well as POC. If youre looking for a financial partner thats also someone who has your back, please dont hesitate to reach out to her today.
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    Daniela Carpio: I’ve been coming to E&P to have my taxes done for years now! Every time they are trustworthy, efficient, and will have your return done right. I don’t live in Oakland anymore but I’m still able to have them do my taxes. I’m beyond grateful . Thank you again! See you next year.
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    Steve D.: I was with C. Schwab for over 30 years. Recently I moved my inheritance from Vanguard to Schwab. The Schwab financial advisor said I was all set for retirement at age 65. If I get a SS check and medicare, I should be OK he said. I found his presentation vague and depressing. And thats why my investments are with Edward Jones (Ballena Bay, Alameda) now.
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    Rebecca Jardine: Applying for an SBA loan is never an easy or quick process. However, Bryce and Cindy held my hand and took me through the process step-by-step from start to finish and made sure all the I’s were dotted & T’s were crossed. They were super quick to respond to emails and phone calls. Everything finally got approved & funded and I ended up getting a great rate! I am very appreciative of the very thorough and detailed help they both gave me throughout this process.
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    Melissa Shore: They have been very good about communication and making sure my debt was paid on time. Very friendly and make you feel valuable. Respectful, kind and an encouraging.
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