R H.
9/27/2013
Patty Borden and Mike McKeane are the best! We just sold our home in Concord and moved to Florida to be near the grandbabies. Mike is Awesome. We have done a lot of real estate transactions and...
Better Homes Realty
Closed
(4)
2950 Buskirk Ave Ste 300
Walnut Creek, CA 94597
Destination Wealth Management is a distinguished financial advisory firm based in Walnut Creek, CA, offering comprehensive wealth management services. With a team of highly qualified professionals, including 15 CERTIFIED FINANCIAL PLANNER PROFESSIONALS, they provide tailored solutions for unique circumstances, emphasizing open and transparent discussions regarding investment strategies and long-term perspectives.
Committed to serving their clients' best interests, Destination Wealth Management focuses on risk and return, collaborating closely with clients to develop appropriate plans and investment strategies. Their proprietary research department, consistent communication, and commitment to the community set them apart, ensuring clients receive the personalized attention and effective wealth management strategies they deserve.
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Reviews
3.04 reviews
Melody K.
7/17/2012
Romy Ramos is one of the WORST realtors I have ever dealt with...EVER!! Incredibly unprofessional, phony and dishonest. Guaranteed a 30 day close which turned into a 45+ day close. Came VERY close...
Barbara C.
2/15/2012
Cathy Turney is not so honest. The disclosures were not made, and I have been left with lists of undisclosed problems. She will not address the problems willingly. I sent a list last March and...
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