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Midtown Financial
Referral from
Jun 17, 2014
Valerie D.:
Need a financial advisor quickly. Any recommendations?
Gayle P.:
We use Al Roche with Midtown Financial. He is AWESOME. Because of him, we're able to send our child to SWS on public employee's... Paul's Tax Service
Referral from
Feb 24, 2014
Alexxa G.:
Anyone know a good, honest CPA and or financial advisor? I need to amend a past years tax return to get adoption credit i never received...
Tiffany A.:
paul wong is amazing! did the same for me and claiming my mom. Legit, honest and great fees. He gets busy tho! 916-214-4628
Referral from October 1, 2013
Katie M. asked:
A friend who just moved to Sacramento needs a referral to a financial advisor. Anyone have any recommendations?
Katie H. replied:
I'm a huge fan of Emily Medeiros. Emedeiros1@metlife.com 641-0186 x170
Ryan G. replied:
Dianna Laney is awesome!
Natasha S. replied:
Chris Shelton!
Brian K. replied:
Fidelity.com
Referral from June 17, 2014
Valerie D. asked:
Need a financial advisor quickly. Any recommendations?
Miska P. replied:
Dave Aton of Ameriprise in Roseville
Referral from December 10, 2013
Yvette R. asked:
We are going to invest in a 529 plan. We are trying to decide on whether we go with the California 529 plan or with a personal service with our financial advisor for a...
Bill F. replied:
might want to look at collegesavings.org to see if they have info that helps
Irma A. replied:
Edward Jones is great for that!
Referral from February 24, 2014
Alexxa G. asked:
Anyone know a good, honest CPA and or financial advisor? I need to amend a past years tax return to get adoption credit i never received and in general I was thinking I...
Rebecca J. replied:
Vincent Carstons is our guy. Awesome!
Referral from August 8, 2014
Jaylin S. asked:
Need a financial advisor fa real
Mamarae A. replied:
Suzy Orman....
Referral from August 3, 2014
Cathy K. asked:
Does anyone work with a financial advisor they really like?
Kimberly K. replied:
Susan Soesbe from symphony financial. They are in Davis.
Jenn M. replied:
Joe Eschleman & his entire office is outstanding, he's with Wells Fargo.
Referral from August 5, 2014
Tanaiya C. asked:
I need a financial advisor.
Referral from November 22, 2013
Becca R. asked:
Later today, I'm meeting with my Financial Advisor, Luz Johnson.
She's with LPL Financial and she's great!! I highly recommend her if you need help with your 401k's,...
Referral from January 14, 2014
Kory B. asked:
Need to talk with my financial advisor friends. Whos On fb?
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