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Three Bell Capital - Los Altos, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 4 Main St, Los Altos, CA 94022, United States.
Phone: 6508439836.
Website: three-bell.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 1/5.

📌 Location of Three Bell Capital

Three Bell Capital 4 Main St, Los Altos, CA 94022, United States

☎️6508439836

⏰ Open Hours of Three Bell Capital

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Three Bell Capital es una empresa con sede en Los Altos, California, Estados Unidos, ubicada en la dirección 4 Main St, Los Altos, CA 94022, Estados Unidos. Puedes contactarla a través de su teléfono 6508439836 o visitar su sitio web en three-bell.com.

Esta empresa se especializa en Planificación financiera, lo que la convierte en un recurso valioso para personas que buscan asesoramiento experto en gestión de finanzas.

Algunas de las características y comodidades de Three Bell Capital incluyen:

  • Acceso a estacionamiento con accessibilidad para sillas de ruedas
  • Acceso principal accesible para sillas de ruedas
  • Acceso al baño con accessibilidad para sillas de ruedas
  • Tosqueta accesible
  • Recomendación de citas

Según los opiniones de Google My Business, esta empresa tiene 1 reseña. La opinión media es de 1/5, lo que sugiere que hay espacio para mejorar en términos de servicio al cliente y calidad del producto o servicio ofrecido.

Si estás buscando un experto en planificación financiera, Three Bell Capital es una excelente opción. Con su ubicación en Los Altos, California, estás en el lugar correcto para obtener asesoramiento financiero de alta calidad.

Por lo tanto, te recomendamos visitar su sitio web y contactar con ellos para obtener más información y programar una cita. Es una excelente manera de empezar a construir un futuro financiero más estable y seguro. No dudes en contactarlos

👍 Reviews of Three Bell Capital

Three Bell Capital - Los Altos, California
Shawn H.
1/5

Don’t use this company for financial advice. Unfortunately, I found out the hard way. I’m 40 and am a high-income earner.

I told Sunkul Soni that I wanted an incredibly aggressive portfolio. I was completely ignorant about investing at the time and I told him I had zero clue about investing.

He suggested to put 50k into an REIT. That was 40% of my retirement. After 2 months of watching the investment stagnate, I told Sunkul I thought it was a bad investment. I felt he was condescending and he made it clear to me that his self-interests were more important than his client’s.

To make matter’s worse, when he removed himself as the broker on my account, the REIT documentation wasn’t done correctly, so I was unable to liquidate that account in a timely manner. It’s now been 2 months that I’ve had nearly half of my retirement in a stagnant investment where it’s deadlocked.

Do research and get a second opinion before you make large investments…

All statements made in this review are of the author’s opinion and own personal experience.

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