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Advisorsoftware.com received 1 consumer rating from Consumers' CHECKBOOK 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.
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3675 Mt Diablo Blvd
Lafayette, CA 94549
Phone: 925-299-7782
"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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Mosher & Ellis Financial, Lafayette, CA |
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Ballou Plum Financial Advisors, Lafayette, CA |
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Peter Lingane, Lafayette, CA |
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Wells Fargo, Lafayette, CA |
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Mary L Lester, Lafayette, CA |
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Daniel Barnes, Lafayette, CA |
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Advisorsoftware.com, Lafayette, CA |
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Concentric Wealth Management, Lafayette, CA |
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H C Financial Advisors, Lafayette, CA |
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Capital Advantage, 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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Subscriber from SAN JOSE, CA wrote about a local financial advisor:
I recently changed my advisor from the San Francisco branch to the San Jose/Campbell branch...........
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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 SAN FRANCISCO, CA wrote about a local financial advisor:
Xi helps us promptly with all issues........
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Subscriber from SAN JOSE, CA wrote about a local financial advisor:
Excellent service promptly when needed. Good return on investments........
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Subscriber from DANVILLE, CA wrote about a local financial advisor:
We have been clients of Jan Lambert for over 25 years and trust her. Our..........
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Subscriber from LARKSPUR, CA wrote about a local financial advisor:
I have only been using them since January of this year when I had to..........
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Subscriber from SAN MATEO, CA wrote about a local financial advisor:
We have been with this firm for many years and have been very happy with..........
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Subscriber from RIO VISTA, CA wrote about a local financial advisor:
This institution has made a wonderful difference in my life.The founders,Achoo and Snyder, have done..........
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Subscriber from SAN BRUNO, CA wrote about a local financial advisor:
Overall pretty good. They have undergone some major changes due to corporate mergers so many..........
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Subscriber from SAN JOSE, CA wrote about a local financial advisor:
I recently changed advisors from the San Francisco branch to this branch. Both locations are..........
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Subscriber from FREMONT, CA wrote about a local financial advisor:
Fee based instead of being transaction based. Minimum investment required. Uses Charles Schwab for clearing..........
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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 REDWOOD CITY, CA wrote about a local financial advisor:
The staff has always been very helpful and go beyond ordinary expectations........
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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 OAKLAND, CA wrote about a local financial advisor:
Best advice and great reputation.......
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Subscriber from BERKELEY, CA wrote about a local financial advisor:
The Fidelity rep helped my wife analyze and consolidate her retirement accounts. Very patient and..........
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Subscriber from SAN MATEO, CA wrote about a local financial advisor:
Good for the beginning client. They do offer a lot of their own products, but..........
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Subscriber from PALO ALTO, CA wrote about a local financial advisor:
Caring, helpful, experienced, un-biased (except for fiscal sanity!) and objective. Independent and fee-only. Highly experienced........
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Subscriber from OAKLAND, CA wrote about a local financial advisor:
Advisor Germaine Cordes is outstanding. We have been using her services for about 8 years..........
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Subscriber from LOS GATOS, CA wrote about a local financial advisor:
Thorough and helpful........
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Subscriber from OAKLAND, CA wrote about a local financial advisor:
Can only recommend my personal broker, Rattan Dodeja, who is wonderful, clear about investments, and..........
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