Attentive Investments - Stockton, California

Address: 5345 N El Dorado St #5, Stockton, CA 95207, United States.
Phone: 2096364931.
Website: attentiveinv.com
Specialties: Investment service, Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Attentive Investments

Attentive Investments 5345 N El Dorado St #5, Stockton, CA 95207, United States

⏰ Open Hours of Attentive Investments

  • Monday: 9 AM–4 PM
  • Tuesday: 9 AM–4 PM
  • Wednesday: 9 AM–4 PM
  • Thursday: 9 AM–4 PM
  • Friday: 9 AM–1 PM
  • Saturday: Closed
  • Sunday: Closed

Attentive Investments: A Comprehensive Overview

Attentive Investments, located at 5345 N El Dorado St #5, Stockton, CA 95207, United States, is a reputable financial services company that offers top-notch investment services, financial consulting, and planning to its clients. With a dedication to providing personalized, tailored solutions, Attentive Investments has earned a strong reputation for excellence in the financial sector.

Specialties and Services

The company specializes in:

  • Investment service: Attentive Investments helps clients create diversified investment portfolios that align with their financial goals and risk tolerance.
  • Financial consultant: The firm's experienced consultants work closely with clients to develop personalized financial strategies, offering expert guidance on investments, retirement planning, and tax optimization.
  • Financial planner: Attentive Investments devises comprehensive financial plans that encompass various aspects of a client's financial life, including investments, savings, and insurance.

Accessibility and Facilities

Attentive Investments prioritizes accessibility and ensures that clients with disabilities can easily access their services. The company offers features such as:

  • Wheelchair-accessible car park: Clients can conveniently park in a designated parking space.
  • Wheelchair-accessible entrance: The firm's entrance is designed to accommodate clients with mobility issues.

Client Reviews and Testimonials

Attentive Investments has garnered an impressive 8 reviews on Google My Business, with an average rating of 5/5. Clients consistently praise the firm's professionalism, friendliness, and in-depth knowledge of financial matters. As one satisfied customer notes, "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."

Another client shares their positive experience: "I met Athena when she was working with Mike Dalton, and she is very knowledgeable with today's needs in the financial and computer world. She is helpful and provides no high pressure, which is a relief when dealing with financial planning."

Contact Information and Website

For those seeking investment services or financial guidance, Attentive Investments is readily available at:

Final Recommendation

If you seek a reliable, knowledgeable, and compassionate financial services provider, Attentive Investments is the perfect choice. With a strong commitment to their clients' success and a wealth of experience, this company is well-equipped to help you achieve your financial goals. To learn more about their services and how they can assist you, visit their website or call them directly. Don't hesitate to take the first step towards securing your financial future with Attentive Investments.

👍 Reviews of Attentive Investments

Attentive Investments - Stockton, California
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.

Attentive Investments - Stockton, California
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!

Attentive Investments - Stockton, California
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.

Attentive Investments - Stockton, California
Gail W.
5/5

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

Attentive Investments - Stockton, California
Denise S.
5/5

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

Attentive Investments - Stockton, California
Nell P.
5/5

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

Attentive Investments - Stockton, California
Daniel R.
5/5

Great Service! Great portfolio management.

Attentive Investments - Stockton, California
Danielle D.
5/5

ATHENA IS GREAT!!

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