Lafayette Financial Services

Professional

1. Stone Creek…

I recently switched from my old insurance brokers to Stone Creek Insurance Agency, for two simple reasons:  Not only were they nicer, more…

2. Jason Wheeler - REI…

With all these low interest rates, I too wanted to see if I could refinance.  Jason took a quick look at our position without a single form.  Based on…

3. Samantha Dinh,…

Neighborhood: Montclair Village

My 20-something daughter surprised me by asking if I knew who to talk to for investments.  She's not even out of college yet!  So I took her to…

4. Bank of America

This review is for Travis from customer service.  Both my boyfriend and my debit card numbers were stolen at a restaurant in SF.  My boyfriend had to…

5. U S Bank

I have to agree with the review by Shawn J; at US Bank I feel welcome and known by name. My wife and I set up a joint checking account there before we…

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Knowledgeable

1. Ben Samrick - State…

Ben is a great leader and very proficient in his field!  I've had the great pleasure to sit with Ben on several committees over the last few years and…

2. Jason Wheeler - REI…

With all these low interest rates, I too wanted to see if I could refinance.  Jason took a quick look at our position without a single form.  Based on…

3. ABD Insurance &…

Only the best insurance brokers in the West!  ABD is now a division of Wells Fargo, which makes them and even better reason to come to for your…

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