Keywords: establishment,finance,point_of_interest

World Financial Group Inc - Concord (CA)

Address: 🏡 2280 Diamond Blvd #350, Concord, CA 94520
Phone : +1 (925) 689-2751
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJUWb-IcBmhYARyK48Z6XqWps

Others Near Concord,CA

  • Top 15 Financial Advisors in Concord, CA

    09-2025 World Financial Group Inc in Top 15 Financial Advisors in Concord, CA

  • Top 15 Financial Advisors in Fairfield, CA

    09-2025 World Financial Group Inc in Top 15 Financial Advisors in Fairfield, CA

  • Top 15 Financial Advisors in Sunnyvale, CA

    09-2025 World Financial Group Inc in Top 15 Financial Advisors in Sunnyvale, CA
    • Regional Finance - Concord
    John Garcia: I’ve worked with many financial institutions in the past but Regional Finance was hands down the easy to work with. Daniel as a finance officer was incredible. Guided me through the breakdown of the loan and didn’t try to sugarcoat any of the fine print like most financial companies do. I can’t say anything more on how great Daniel and Regional Finance, I just wish more institutions had the same ethics.
    Insight Capital Management - Concord
    Claudia Forester: We’ve had an excellent experience working with Insight Capital Management. They are knowledgeable, professional, and truly good at what they do. They take the time to explain things clearly, help us make informed decisions, and always keep our best interests in mind. Their guidance has given us peace of mind and confidence about our financial future. We highly recommend their services to anyone looking for trusted financial advice.
    Apoyo Financiero Concord - Concord
    Walter Mazariegos: I am very unhappy the way they handled my application they approved me then They disapproved after delivering all the documents they asked for, they approved me and I was excited because I was approved and called but they didnt answer me. I think they have a way to see who is calling and that way they dont answer you. The truth is that if I were able to leave a review without leaving a star, I would give them even one, very, very disappointed with the service. Gentlemen from the financial department, you can review my file and you will realize that everything is in order. To you, gentlemen, I have proof of everything when I was approved and when I was disapproved.
    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.