William G.
4/6/2016
I was going with my 3rd refi with CRYSTAL CHEN of Venstar and as usual she provided me the concise, flawless service. The loan was processed by her expediently and all online that I didn't even...
Venstar Financial
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2603 Camino Ramon Ste 228
San Ramon, CA 94583
Venstar Financial, based in San Ramon, CA, is a fee-based institutional investment and retirement plan advisor, proudly celebrating over 37 years of service. As a Registered Investment Adviser under the Investment Adviser Act of 1940, they operate as fiduciaries, providing independent and impartial advice tailored to retirement plans.
With a team of experienced consultants, each possessing over 25 years of investment expertise and relevant credentials, Venstar Financial emphasizes comprehensive due diligence to safeguard plan fiduciaries. They leverage technology to deliver cost-effective solutions while upholding the highest professional standards set by respected industry organizations.
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Reviews
5.016 reviews
Geetha S.
5/11/2019
We worked with Chris Jiang a couple of times and he is very knowledgeable and reliable. He is quite responsive and strives to get the best loan option (term,rate,monthly payment) based on our...
Chi C.
12/29/2017
I am a repeated customer of Venstar Financials. The company has helped me completed 6 refi successfully. I do not have to pay anything out of pocket. All refi were completed at the comfort of my...
Tippy R.
10/21/2020
Looks like everyone worked with Chris Jiang and had great experience. I had to unfortunately work with Ting Kong. She is extremely rude. Her emails are vague (they look as if they were typed in a...
Will Q.
1/28/2018
Me and my wife was bidding a house last year. Chris not only helped us get a good rate but also found a big rebate for us. My situation was a bit complicated (Very long closing time) but he made...
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