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Closed today
333 N Santa Cruz Ave, Los Gatos4 - 9PM
4924 Trent Dr, San Jose“Thank you for great Service. Quick response through Yelp. Made an appointment at 12 for the next day. Confirmed that it's $5.00 per signature for notary. Took 5 min and done. Of course that would depend on what forms you need. I would recommend.“
Closed today
900 E Hamilton Ave #100, Campbell“I first went to see Karl as i approached retirement, more than 5 years ago. I had no idea how to manage the money i had accumulated in my retirement 403B, how long it might last, nor how to budget in retirement. SO so glad i found him. He is independent and does NOT work on commission. He gives straight forward and transparent information and advise. Great explanations. The advice has paid off. Importantly, Karl is also a professional, good and honest guy. Very smart and i truly trust him. As i told him yesterday "Thank you Karl, you have made such a difference in my life and i appreciate you!"“
Closed today
99 N Almaden Blvd Suite 300, San Jose“Don Woo is our financial advisor and we are completely satisfied with his counsel. Don knows exactly what we want to do with our money and he executes perfectly. I would never consider leaving Don so he may never retire...also a shout out to Maria...she is always there for us as well. I have referred a few clients to Don and they are happy as well“
Closed today
910 E Hamilton Ave Suite 350, Campbell“Made a career transition to this company, best decision ever! The training, support, and general team work is nothing like I’ve ever seen. I’ve never had a better understanding of my personal finances, definitely reach out to them if you’re looking to gain control over yours.“
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