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    Chabot Wealth Management

    5.0 (2 reviews)

    Services - Chabot Wealth Management

    Investment management

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    Andy Carlson- Edward Jones - Andy Carlson, Edward Jones Financial Advisor

    Andy Carlson- Edward Jones

    (14 reviews)

    Andy Carlson is an absolutely phenomenal advisor. He takes the extra time to stay resilient on my…read moreportfolio. When the market drops he's looking to balance my account in offering the best returns on my investments. Andy is diligent with sending reports and comments from Edward Jones, with points of view regarding market conditions. His Friday networking meeting is a great way in helping me to network my business. Andy's support team member Jennifer Clifton is fabulous, very helpful and delightful personality. This team is the real deal the whole package. I am so pleased to have my investments with Andy Carlson and Edward Jones you will be also. I highly encourage you to make an appointment right away you will be pleased you did.

    Andy has been excellent in his knowledgeable advise, communication and customer service. But what…read morehas made the difference to us is his friendly personable approach, honestly and being someone who truly cares about his clients and their family. After some bad past experiences and investments with other "advisors", and recent changes in our family financial situation, I was very reluctant to get the financial consulting I realize I needed. Nevertheless, I was strangely compelled to answer the man soliciting at my door on day (it could have been his adorable daughter who was joining him that day). I am glad I did, He took the time to understand our family financial goals and has worked hard to guide us on investing toward them. His new office is nice and the small things, like having a dedicated place for my daughters to sit and color while we talk, are just a reflection of the care and detail that he puts into his work and his clients.

    MBM Credit Solutions

    MBM Credit Solutions

    (39 reviews)

    From the first phone call with Diego, I knew this was the right agency to work with. I had called…read moreseveral agencies before landing with MBM Credit Solutions. Diego was so thorough and explained the process of credit improvement in the most non judgmental and helpful way. Diego even took care of challenging some questionable negative items on my credit report during the initial phone call! The second interaction was in person and he walked me to all of the items I need to work on, the timeline for achieving them, and set realistic expectations. I am so grateful to have found MBM and I look forward to our continued collaboration .

    I have been needing to change some budgeting habits of mine and getting my credit back up but found…read moremyself lost on where to even start. I started looking up credit solution companies and came across the reviews for MBM and they seemed genuine. I gave the business a call and Diego was the person I spoke to over the phone and immediately he went into a very solution oriented explanation of my finances, in which before when I would look at it all I felt was overwhelmed but as he explained it to me I felt relief. I felt I needed a little more reassurance and explanation in which Diego scheduled an in person meeting to further explain the process, this is where I truly felt I had made the right decision and that I was going to be okay and I felt hopeful that it was possible to fix the financial situation that I am in. It is immediately apparent that Diego has vast knowledge on this subject and that he truly cares and wants to help people become financially literate. It was genuinely a breathe of fresh air to tell you the truth, when it comes to speaking about money and your finances that can be an uncomfortable or even embarrassing experience but I never felt that way here. All I feel is grateful I came across this company and decided to call. I highly recommend anyone who is thinking about bettering their credit and that might feel any hesitation to just pick up the phone and call. You will not regret it.

    Team 800 - Team800

    Team 800

    (89 reviews)

    Where should I begin, for many years I felt so unhappy with my financial status. I had made some…read morereally poor financial choices that affected my credit score. Believe me, it took a lot of courage to pick up the phone and make that appointment. All I knew I needed some kind of outside expert to help me improve my credit score. After reading the reviews on Yelp I did not hesitate to called Brilliant Credit. I had a consultation with Crystal Mayoral. She was amazing!!! THANK you so much. She was so informative and caring. You could tell she really cares about the clients needs. I felt so comfortable and I understood. I also met with another representative from brilliant credit ( sorry I forgot her name) . She was very professional and informative as well. Thank you for your knowledge and expertise. I left brilliant credit feeling so hopeful, confident, and knowledgeable. I cannot wait for this journey to unfold. I know big changes are going to happen. I cannot wait. Thank you Brilliant credit!

    Extremely disappointed in the service. I've been using this company, specifically working with…read morecrystal, for 4 years now for my student loans. I've been calling for the past year trying to get my loans situated and I get no call back. Last week I finally got someone to answer they told me Crystal is not in but they will look at my account and find out what I need to put on my taxes. I told them it was urgent that I got the info that day since my accountant was working on my papers. The lady assured me she would call, leave a voicemessage, abs email me by the end of the day. A week later and not only did I not hear back from them but they are not answering any calls. I loved working with Crystal but the stress I've been under because of the company putting me on the back burner is not even worth it at this point. So sad I have to find another loan advisor.

    GEM Mortgage  - Enjoying this beautiful sunset from my front yard

    GEM Mortgage

    (123 reviews)

    Working with Thomas and his team made our first time home buying process a breeze! We always heard…read moreabout home buying always being stressful so we expected it to be the same but working with Thomas and his team really did not bring any stress or hardships. They made things so smooth. I will 100% recommend & if we ever buy again we'll be working with Thomas at GEM Mortgage!! Thank you for making our first home buying process the best experience!

    Working with Eddy as my mortgage lender was one of the best decisions I made during my home-buying…read morejourney. Not only is he a true professional with deep industry knowledge, but he's also a trusted friend who genuinely had my best interests at heart throughout the entire process. From the beginning, Eddy took the time to walk me through every detail of the loan process. He broke everything down in a way that was easy to understand and always made sure I felt comfortable and informed before moving forward. As someone who didn't know much about mortgages going in, I can't overstate how valuable that was. He answered all my questions -- big or small -- with patience and clarity, and never once made me feel like I was in over my head. What makes Eddy stand out is his honesty and dedication. He wasn't just trying to "get the deal done" -- he truly cared about helping me make the best financial decision for my future. He kept me updated every step of the way, helped me explore all my options, and made sure I fully understood what I was signing and why. Eddy's guidance made a complex process feel manageable, and his support gave me real peace of mind. I always knew I could count on him to be straightforward, transparent, and available when I needed him. Thanks to him, I'm now a happy homeowner -- and I couldn't have done it without his help. If you're looking for someone you can trust completely, who will treat you like a friend and guide you every step of the way, I can't recommend Eddy enough!

    Chabot Wealth Management - financialadvising - Updated July 2026

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