Milpitas Investment Services

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Claussen, Scott CBI, CBB, Murphy Business (925) 570-3856 Fremont, CA www.murphybusiness.com...

User Rating: Good (1)
Business Owner - "As a seller, I found Scott's professionalism and expertise to be invaluable as we went through the process of selling our company. Scott's valuation... more
Lee, Brian - Mass Mutual Financial Group (510) 789-2400 2201 Walnut Ave, #140 Fremont, CA sfba.com

User Rating: Good (1)
CCUE - "Great Financial Plan: My agent Brian Lee help me setup retirement funding for my whole family. Mr. Lee taught me dollar cost averaging and... more
Wealth Management Group of Silicon Valley (408) 922-9470 75 E Santa Clara St, Ste 450 San Jose, CA www.elocalprofiles.com...

User Rating: Good (4)
mgerstley - "My wife, Ellie and I have been with Wealth Management and Sue almost since she founded the company. We are very satisfied in the direction she has... more
Silicon Valley Capital Management (650) 917-2900 335 Main St Los Altos, CA www.svcm.com

User Rating: Good (3)
msly7 - "These guys are solid. Nothing but excellent results and great execution. Probably have a better grasp of things in this economy then the big boys."