Jul 2022
Professional, reliable, friendlyDavid made it easy to set up both retirement and trust accounts. He listened and adapted to my goals (which were different between the two accounts), and his staff has also been very helpful and friendly.
Reviews
Feb 2022
About 10 years ago I opened a do-it-yourself-online-trading account because I thought it would be fun. Fast forward a few years and I realized it's not fun. I needed someone to take over this account... but I didn't know anyone and I didn't trust anyone. I met Mr. David Green and knew he was the one to help. His personality is warm and friendly, he's not pushy, and you can just tell he's a good guy. And he was able to explain things to me in a way I understood. He took care of the entire process of getting my old account transferred-- all I had to do was sign a few papers and he took care of it all.
Photos
Hours
Monday 8AM - 5PM
Tuesday 8AM - 5PM
Wednesday 8AM - 5PM
Thursday 8AM - 5PM
Friday 8AM - 5PM
Saturday Closed
Sunday Closed
Location
2101 Forest Avenue Ste 120, Chico, CA 95928
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