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Chico Financial Advisors

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Questar Capital - Financial Advisor - David Venegas

mrgregd  rated

I would definitely recommend my best friend to secure David Venegas as his personal financial advisor. I have utilized a combination of self service and full service financial firms over the years and David is the first industry professional to fully listen to and understand my investment needs. David keeps me informed of various products that suit my investment strategy and then gives me time to do my own research prior to making a purchase. He executes my sell orders efficiently and helps me to stay abreast of current events that influence the markets. I am very satisfied with the investment growth. David's integrity is what most impresses me and I completely trust him with my portfolio. Thank you yp for giving me an opportunity to comment on your page.

Questar Capital - Financial Advisor - David Venegas
flyboysocal

 rated

Great service, always updates me on how my portfolio is doing, and always responds to phone calls promptly! I rolled over my 401K and have been extremely satisfied with my rate of return. I even recommended him to my girlfriend who opened up an IRA and she too is extremely satisfied. Let us just say that YTD he has done better than 11.75 rate of return AFTER fees, commissions and fluctuations in the market. David Venegas tailors your portfolio to your goals and is always up to date with advice and market conditions. I strongly recommend him to anyone who is serious about building a retirement in the future.

Questar Capital - Financial Advisor - David Venegas
 rated

David Venegas has been my financial advisor for over two years. He keeps a close eye on my portfolio with my long term financial goals in mind. He is knowledgeable, hard working, and always makes time for my questions. I have worked in customer service for over 30 years and can see that David does an excellent job taking care of his clients.


Category: Advisor

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