Pacific Center for Financial Services

2000 Crow Canyon Pl #430
San Ramon, CA 94583 925-838-7700

Ratings

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Consumer Ratings for Pacific Center for Financial Services — 2 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Consumer Comments for Pacific Center for Financial Services

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Consumer from Santa Clara, CA
Jan 19, 2021
Recommended
HIHGLY recommended. I've used Stephen Schliesser and Chad Franck for years and my portfolio has been very well managed, with everything clearly explained. I took a "lump sum" pension from my employer when I retired. I am happy in retirement as a result of careful discussion and management (less expensive than most), I am quite satisfied and secure. Beat the stock market every year.
Consumer from Oakland, CA
Sep 07, 2018
Recommended