John H.
10/31/2024
Great staff and lots of help. Would recommend going down and seeing them if you need any help.
Redwood Coast Financial Partners
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923 3rd St
Eureka, CA 95501
Redwood Coast Financial Partners, located in Eureka, CA, is dedicated to applying traditional values in retirement planning through a disciplined approach to portfolio management, risk assessment, and investment research. The firm aims to help individuals uncover what is truly important in their lives, guiding them towards sound personal finance decisions and clearly defined investment objectives.
With a diverse team of experienced financial advisors, including specialists in areas such as chartered special needs consulting, Redwood Coast Financial Partners focuses on creating tailored strategies that align with clients' life goals. By leveraging technology and a comprehensive process, the firm strives to chart a clear course for a secure financial future.
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Reviews
3.54 reviewsSue M.
10/29/2024
Redwood Coast Financial Partners is a great company to work with. The staff is very friendly and extremely competent. Whenever I call the office, I am greeted pleasantly and my questions are...
Jodi B.
9/15/2024
says they could help. Gave false hope which lead to not approved. I really thought I had a chance but nope not approved.
C.C. V.
6/7/2016
Interesting that Nick Bertell who RUNS the company as the primary broker agent/advisor rates himself so high while working there!!! Problem: Funds not transferred to my bank after 2 weeks from...
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