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Weil Capital Management received 3 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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624 University Ave
Palo Alto, CA 94301
Phone: 650-323-3700
"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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Nelson Capital Management, Palo Alto, CA |
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Morgan Stanley Smith Barney, Palo Alto, CA |
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Investor's Capital Management, Palo Alto, CA |
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Blue Oak Capital, Palo Alto, CA |
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Morgan Stanley Smith Barney, Palo Alto, CA |
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Johnson Marotta, Palo Alto, CA |
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Wells Fargo, Palo Alto, CA |
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Opes Advisors, Palo Alto, CA |
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Weil Capital Management, Palo Alto, CA |
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Fidelity Investments, Palo Alto, CA |
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UBS Financial Services, Palo Alto, CA |
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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 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 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:
Advisory services obviously depend on the your needs and the advisor. Ive had a good..........
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Subscriber from SO SAN FRAN, CA wrote about a local financial advisor:
I use Brandon Miller with Jordan Miller & Associates, they are within the Ameriprise brand...........
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Subscriber from NOVATO, CA wrote about a local financial advisor:
Currently not accepting new clients........
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Subscriber from MOUNTAIN VIEW, CA wrote about a local financial advisor:
I have dealt with three other financial advisors and Ron stands head and shoulders over..........
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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 FRANCISCO, CA wrote about a local financial advisor:
Support depends on ones needs and the particular advisor. My experience has been good, and..........
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Subscriber from BERKELEY, CA wrote about a local financial advisor:
We get great advice from our broker, Tina Fletcher........
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Subscriber from LOS ALTOS, CA wrote about a local financial advisor:
Our family has relied on Jackie Mayer as our Financial adviser for almost as long..........
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Subscriber from WALNUT CREEK, CA wrote about a local financial advisor:
I love Fidelity!.......
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Subscriber from OAKLAND, CA wrote about a local financial advisor:
Loving retirement, and most credit goes to this group.......
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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 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 REDWOOD CITY, CA wrote about a local financial advisor:
Fidelity does a great job........
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Subscriber from BERKELEY, CA wrote about a local financial advisor:
Chad is just entirely trustworthy, has given us great advice and is attentive to our..........
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