Top 15 Financial Advisors in Concord, CA

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!

Grant Mayer Worst website, zero technology, long hold times to get spotty customer service. I took over a life policy and if I didnt have to keep the policy in tact, I would never do business with this company again.

Mariela Rivasplata Wonderful staff. They helped me with personal banking. Great customer service. I want to thank Aidee Torres for caring and professional advice.

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.

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.

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.

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 !

Sadie Bowling Great quality and great service at Land Home Insurance!!! Tammy and Amy always go above and beyond for the customers finding the perfect policies for my families needs!!!

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Lori Quintero Philip was very informative and helpful and broke everything down so I can understand better.

Sara Peacock Derek was referred to us by a friend after we weren’t happy with the Credit Union we were using and I’m so glad we made the decision to go through him. He is everything we could’ve asked for in a lender. He was great to work with. He is super knowledgeable, professional, quick to respond, & was very helpful throughout the entire process. I highly recommend him to anyone looking to purchase a home & will definitely use him in the future again.

Patrick Delaney Tried to switch to my wifes bank account for autopay after 5 yrs of using my account. Do not know why it wouldnt work but still didnt work after 3 different attempts. Offered to mail them the payment and they told me not to do it, they would get it worked out. Finally had to switch it back to my account to get them paid, then they reported me as 30 days delinquent to all agencies the day after I paid them. Asked them to remove it and they told me no, despite an excellent past payment history and proof that I had tried multiple times to pay them multiple different ways. Even tried using a debit card to pay them but they do not accept that method. They a heartless, soulless heathens.

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.

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.