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Ferdig, Sue - Wealth Management Group
- (408) 292-1777
- wmgosv.com
75 E Santa Clara St, #450, San Jose, CA 95113
4 Reviews
- Categories: Investment Services, Financial Planning
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A Yahoo! Local userPosted on 04/29/09My wife, Ellie and I have been with Wealth Management and Sue almost since she founded the company. We are very satisfied in...See MoreMy 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 led us and during these very volatile times we have a great comfort level. She pulls no punches, talks straight from the shoulder, listens to us and gives to the point advice. Her staff follows up on requests in a very prompt and professional manner,. I have no reservations in recommending Sue, and Wealth Management to friends and relatives.Report AbuseWrite a comment ... -
Posted on 04/14/09Great financial advising office in downtown San Jose with several very knowledgeable advisors. I highly recommend talking to them ...See MoreGreat financial advising office in downtown San Jose with several very knowledgeable advisors. I highly recommend talking to them about your investments. Also talking to one of the advisors, I learned a lot about other options available to me with my existing retirement plans ( 403(b), 401(k), and pension). -
Posted on 04/14/09My experience with Wealth Management Group of Silicon Valley is that they are a great group of experienced financial advisors w...See MoreMy experience with Wealth Management Group of Silicon Valley is that they are a great group of experienced financial advisors who put my interests first(which was a first). My financial situation has completely turned around and my investments are now on the right track and protected. I would highly recommend them to anyone.
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