Attentive Investments - Stockton, California

Attentive Investments: A Comprehensive Overview

Address: 5345 N El Dorado St #5, Stockton, CA 95207, United States.

Phone: 209-636-4931.

Website: attentiveinv.com.

Especialidades:

• Investment service
• Financial consultant
• Financial planner

Other Points of Interest:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance

Opinions and Reputation:

This company has garnered a stellar reputation, with an impressive average rating of 5/5 based on 8 reviews on Google My Business. Clients consistently praise Attentive Investments for their professionalism, friendly demeanor, and ability to effectively communicate complex financial concepts in easily digestible terms. The company's commitment to providing knowledgeable and helpful services without resorting to high-pressure sales tactics is evident in the reviews.

One notable review highlights the professionalism and expertise of Athena Stone, a representative of Attentive Investments. The reviewer, who was initially referred by their CPA, expressed gratitude for the exceptional service they received from Athena, noting her deep knowledge of financial and technological realms. This sentiment is echoed throughout the reviews, with clients appreciating the long-standing history of great referrals from friends and colleagues who have been with the company for years.

Characteristics and Location:

Attentive Investments is conveniently located in Stockton, California, offering a range of investment services, financial consulting, and financial planning tailored to individual needs. The company's facilities are designed to be wheelchair-accessible, ensuring that their services are inclusive and accessible to all clients.

Why Choose Attentive Investments

In a world where financial decisions can be overwhelming, Attentive Investments stands out for its commitment to personalized service, expert advice, and a client-centric approach. With a strong reputation and a proven track record of success, this company is an excellent choice for anyone seeking a reliable and knowledgeable partner in navigating the complexities of investments and financial planning.

To learn more about how Attentive Investments can help you achieve your financial goals, visit their website at attentiveinv.com or contact them directly at 209-636-4931.

👍 Reviews of Attentive Investments

K W.

5/5

Athena Stone is professional, friendly, available and explains things in terms we can understand. We consider ourselves fortunate that our CPA recommended her to us.

Stephanie B.

5/5

Knowledgable ……. Helpful……..no high pressure…..comes from a very long history of great referrals from friends who have been with them for years. I met Athena when she was working with Mike Dalton and she is very knowledgeable with todays needs in the financial and computer world!

janice S.

5/5

Have been with company for many years. Always have had positive encounters with Athena & everyone else at the office. Have always felt confident in her knowledge and money management.

Gail W.

5/5

Athena Stone is fabulous. She listens to your financial goals and works to help you achieve them.

Denise S.

5/5

Athena at Attentive Investments was very helpful and is always looking out for our best interest…. No pun intended!!!

Nell P.

5/5

Excellent management of my account. Firm is very responsive to any needs or concerns I may have.

Daniel R.

5/5

Great Service! Great portfolio management.

Danielle D.

5/5

ATHENA IS GREAT!!