Kaela G.
8/26/2013
Vanessa helped me out last year with my retirement plan. She was warm and professional and she helped me understand the choices I was making (instead of just telling me what to do without...
Vanessa Jilot - Terra Blue Wealth Management
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3030 Bridgeway Ste 330
Sausalito, CA 94965
Vanessa Jilot - Terra Blue Wealth Management is a financial services firm based in Sausalito, CA, specializing in wealth management solutions for individuals and families.
With a focus on personalized financial planning and investment strategies, the company aims to help clients achieve their long-term financial goals and secure their financial future.
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Reviews
4.05 reviews
Chris P.
3/15/2013
Vanessa is amazing. What more can I say. She's punctual, kind, knows her business and is always willing to do what it takes to continually add value to our working relationship. If I could give...
Heidi T.
8/17/2013
I feel it's important to review here because my experience was so different from what others have said. Possibly, I'm a really different customer. If you're like me, and live month to month on a...
Michael L.
11/13/2011
Vanessa is fabulous! My wife and I had been searching for a financial guru on and off for a while and it is such a relief to have found Vanessa. I know about investing, but no where near as much...
Ashley B.
6/27/2011
I recently joined Ameriprise and began working with VANESSA JILOT. I can't say enough good things about her. She is professional, not intimidating, compassionate, and patient. She takes more than...
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