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California Financial Advisors received 11 consumer ratings from Consumers' CHECKBOOK and Consumer Reports subscribers.
CHECKBOOK provides:
- Award winning articles and ratings reports compiled from more than 197,000 San Francisco Bay Area consumer ratings by Consumers' CHECKBOOK and Consumer Reports magazine subscribers who have used these companies and professionals.
- Thousands of hours of undercover price shopping.
- Review of complaints received by local consumer agencies such as Better Business Bureau (BBB) and attorney general offices.
- In-depth research.
- No advertising.
- No ballot-box stuffing.
- Nonprofit
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2303 Camino Ramon #250
San Ramon, CA 94583
Phone: 925-275-1000
"If you want specific, practical, useful information, not generic bull, you’ll find it in Bay Area Consumers’ CHECKBOOK."
"I can attest to [CHECKBOOK’s] magical transformation: What looks like an overflow of information becomes a welcome guide to the perplexed when you actually need to use it."
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California Financial Advisors, San Ramon, CA |
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David Lucas, San Ramon, CA |
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David White & Associates, San Ramon, CA |
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Certified Planners, San Ramon, CA |
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Summit Financial Group, San Ramon, CA |
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Financial Network Investment, San Ramon, CA |
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Lincoln Financial Advisors, San Ramon, CA |
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Lambert & Associates, San Ramon, CA |
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Harry Bonn, San Ramon, CA |
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many more...... |
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CHECKBOOK provides subscriber comments on their experiences with the firms they use. Please remember that individual subscriber comments are informal. Subscriber comments may give you insight into the types of features and problems that exist in a service field, but are not the best basis for selecting or rejecting a specific firm. To assess the quality of a firm's performance, we recommend that you give more weight to the percentages of favorable ratings. Those percentages are generally based on much larger numbers of consumers' ratings (the number of consumer ratings is noted above).
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As You Can See Below, Some Financial Advisors Get High Praise from Their Customers.
Some Others Don't. So Choose Carefully.
Here Are a Few Samples of the Thousands of Comments
CHECKBOOK Has Collected on Hundreds of Different Financial Advisors.
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Subscriber from REDWOOD CITY, CA wrote about a local financial advisor:
Name has changed to Johnson Lyman Wealth Advisors.......
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Subscriber from SAN FRANCISCO, CA wrote about a local financial advisor:
Have provided good service on a 20 year old insurance policy but made a bad..........
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Subscriber from OAKLAND, CA wrote about a local financial advisor:
Julie works on either a project based fee or an hourly fee. Very unusual price/fee..........
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Subscriber from SAN RAFAEL, CA wrote about a local financial advisor:
Rich Holine, VP Investments, is our advisor and I highly recommend him........
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Subscriber from OAKLAND, CA wrote about a local financial advisor:
John is an investment broker at a major international firm rather than a general investment..........
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Subscriber from SAN JOSE, CA wrote about a local financial advisor:
Since I myself had a finance career I am very picky and mostly not happy..........
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Subscriber from DUBLIN, CA wrote about a local financial advisor:
As a somewhat knowledgable investor, I had numerous questions about various investment options. Bob Binn..........
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Subscriber from CONCORD, CA wrote about a local financial advisor:
Bill Vertrees is a financial planner who has never stopped learning for his clients benefit..........
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Subscriber from WALNUT CREEK, CA wrote about a local financial advisor:
advisorsoftware.com goalgamiPro is a software solution for factual, financial assessment. excellent reports and services........
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