Eunice H Scholten is one of the best financial advisors in Edward Jones. Edward Jones can help its clients prepare for retirement, save for education, and be tax-smart investors. They can work together to develop specific strategies to help you achieve your goals. They can also monitor your progress to ensure you stay on track or determine if any adjustments need to be made. They work with their clients to limit their risk and help them achieve their goals. They can help you develop a complete, tailored strategy to help you achieve your financial goals. Contact them to request an appointment.
Best Financial Services in Fremont
Expert recommended Top 3 Financial Services in Fremont, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
EUNICE H SCHOLTEN REVIEWS
They can help you develop a complete, tailored strategy to help you achieve your financial goals. Highly Recommend.
DCN Wealth Management is one of the best financial firms in Fremont. Laddi Jhuty is the owner and principal advisor of the firm. They specialize in asset protection strategies. DCN Wealth Management offers ongoing portfolio management services based on specific goals. They customize strategies to create and manage your wealth. The firm has managed investment accounts for individuals, retirement plans, foundations, estates, and corporations. They make your plan outlining the investment and insurance services needed to help achieve your retirement goals. They are proud to use their knowledge, skills, and experience to help fulfill their purpose and create positive change. Contact them to schedule your no-obligation appointment.
Sat & Sun: Closed
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DCN WEALTH MANAGEMENT REVIEWS
I came to know about Laddi-ji five years ago through a radio program where he was giving valuable advise to people on how to plan their finances and importance to take a life insurance. When I met Laddi-ji he was very patient and helped me and my wife with setting up our 401K allocation, creating an IRA account and also creating a Life Insurance for us. Currently, there is a chance we may have to leave the country and Laddi-ji is standing by our side guiding us on what financial adjustments we need to do with respect to our 401K, IRA and bank accounts before we leave. We are very grateful to Laddi-ji for all his help and guidance, would recommend him to anyone who needs help with managing their finacial portfolio or setting up a life insurance plan.
I am pleased to write this review. More people should know the valuable service Laddi Ji is offering. First of all, he is 100% independent and not employed by any insurance company or financial firm. He is a Registered Investment advisor, and that is a big deal. It is so difficult to find a Certified Financial Planner who is independent an don't do commission based investments. With our NRI community, so many of have assets in the US and India. He understands both countries when it comes to taxes, estate planning, gifts, and investments. He has helped me with my current and old 401k's, my taxes and most of all he helped me purchased a Mortgage life insurance policy which I thought never existed in the market. By the way, he offers an initial 1 hr free consultation. You have nothing to lose and a lot to gain from his knowledge.
NRI Wealth Management is a very professionally handled financial services company. Though being so popular himself but Laddi has no airs about it and is extremely grounded. He always provides solutions and gives finest advise for our finances. Very Impressive!!!
MILLAR FINANCIAL GROUP
Millar Financial Group is an independent Registered Investment Adviser and Financial Planning firm located in Fremont. They provide competent, objective, and professional service to their clients. They help their clients to recognize their values and achieve their goals. They encourage their staff to become involved by offering paid time off for non-profit activities. They try to maintain relationships with various professionals in the different communities in which they work to facilitate this process.
Sat & Sun: Closed
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MILLAR FINANCIAL GROUP REVIEWS
Good and friendly service. I went to deposit a check and was informed about the timelines of when the funds will be deposited and stuff in a clear way.