Merrill Investment & Retirement Financial Center - Fremont (CA)

Gary Merrick I cant say enough great things about Joseph at Abundance Wealth Planning! Having previously worked with 4 financial advisors, interviewed others, hearing plenty of stories from friends and family, and doing extensive research, I have a pretty solid understanding of the financial advisor/wealth planning world. Once you get under the hood, it aint pretty! And that machine is built to make themselves money, period. Anything you gain is mostly incidental. Joseph has structured his business without any conflict of interest, so he works to benefit YOU and only you. With that unbiased view, Joseph has helped us decide between multiple investment scenarios that no "regular" advisor would be capable of handling, and has provided insight that we hadnt considered. He is helping us to achieve our life goals through our finances. And the unique approach he provides is addressing our feelings about our finances and the decisions were making, and connecting us to the bigger picture rather than the one size fits all approach that is so common in this industry. I highly recommend Joseph at Abundance Wealth Planning!

Kevin Wong After stringing me along for 4-5 months, they sent a poorly worded email stating that the LOCKED RATE is too far from the current market rate. I had to chase them down every 2-3 days for them to sat that “it will be closed in 2 weeks”. Liars and frauds. Please go elsewhere to save your efforts.

Rocky Eskins The ladies were amazing,helpful, and very professional. Helped me with all my questions and concerns. Wish I knew that office was there a long time ago,would done all my loans threw them.

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

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