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Mosher & Ellis Financial received 2 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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3658 Mount Diablo Blvd #210
Lafayette, CA 94549
Phone: 925-284-9470
"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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Concentric Wealth Management, Lafayette, CA |
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Advisorsoftware.com, Lafayette, CA |
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Daniel Barnes, Lafayette, CA |
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Mary L Lester, Lafayette, CA |
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H C Financial Advisors, Lafayette, CA |
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Ballou Plum Financial Advisors, Lafayette, CA |
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Wells Fargo, Lafayette, CA |
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Capital Advantage, Lafayette, CA |
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Mosher & Ellis Financial, Lafayette, CA |
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Peter Lingane, Lafayette, 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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Rich Arzaga is very knowledgeable of all asset classes. Provided alternative approaches and excellent advice........
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The Buckets of Money Strategy from RJL is an excellent way to make your money..........
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Subscriber from SAN FRANCISCO, CA wrote about a local financial advisor:
Ive been with Bernstein for about 15 years and have been reasonably satisfied. I guess..........
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We are new to our advisor at Fidelity but so far he has been very..........
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Subscriber from MOUNTAIN VIEW, CA wrote about a local financial advisor:
Marian Lenz provides outstanding service........
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Subscriber from ALAMEDA, CA wrote about a local financial advisor:
Jim Bizzak is great!.......
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Subscriber from HAYWARD, CA wrote about a local financial advisor:
Austin Batista is a great guy!.......
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Subscriber from SAN JOSE, CA wrote about a local financial advisor:
Private financial advisor with a solid ethical track record ........
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Subscriber from SAN FRANCISCO, CA wrote about a local financial advisor:
I get personalized service as a "private client" here that exceed my expectations........
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Subscriber from DANVILLE, CA wrote about a local financial advisor:
I have followed my personal financial analyst across multiple firms and he is now at..........
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Subscriber from SANTA CLARA, CA wrote about a local financial advisor:
Financial advisor, Daniel Martin, is very good a following up........
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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 SAN FRANCISCO, CA wrote about a local financial advisor:
Advisory services obviously depend on the your needs and the advisor. Ive had a good..........
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Subscriber from LOS ALTOS, CA wrote about a local financial advisor:
Very pleased with their fixed-cost, passive indexed approach.......
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Subscriber from SAN JOSE, CA wrote about a local financial advisor:
Phil Nguyen keeps me informed regarding market conditions, investment opportunities and does this within the..........
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Subscriber from NAPA, CA wrote about a local financial advisor:
He has advised me to invest in the only things that have done well in..........
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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 SAN FRANCISCO, CA wrote about a local financial advisor:
David Lucas with over 20 yrs of financial advisor experience does a great job for..........
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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 CAMPBELL, CA wrote about a local financial advisor:
Provides very personal service, has given excellent advice and made timely financial decisions. Meets regularly..........
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