Horizon Financial Associates - Fremont (CA)

T T Ugh, had to change all accounts due to theft and Mr. Rezwani and Shankar really helped Dad and I out...it took a few HOURS! The personal attention and excellent customer service for all these years from all the staff (Amy, Lou, Veronica, Rukhshana, Narina too) is what sets them apart from the larger corporations where you will be treated like a number. Here you never are. A+

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.

Jasmin Marcus Over THIRTY years in the mortgage industry right here in Fremont!!

Yvonne Yu "I would refer Mastemind College Funding services to anyone who has a college-bound student! They educated me on how the financial-aid system really works and helped lower my Family Contribution by over $7,500 a year! I don’t know what I would have done if I didn’t meet them." -Susan W., Cupertino

Guillory Bruce I would like to start off by saying thank you to the Lendmark staff, especially Carmen. She was so down to earth and so transparent as a person I had just met. I can’t thank her enough for listening and understanding. When life happens and things we can’t control come into play it’s places like Lendmark and Carmen who showed not just integrity, but pure professionalism. She took the time to understand my situation and help to find a solution when most places would have just dim the lights even more. Nobody wants to be in unexpected situations, but Carmen related to the situation not only as a professional, but as a person who understands life in general. Once again thank you Lendmark and Carmen for being about customer service.