California Financial Planner

This has got to be the most god awful bank i have ever dealt with. Rude comdescending staff. They offer no help or solutions to problems at all. Dont go near this place.

I am recommending Paramount Tax and Accounting to friends and family members. Chris and staff are very professional, always helpful and very knowledgeable.

They do a seminar about RV buying that includes information about weight and truck limitations that should set the standard for an RV purchase. It really should be mandat ... more

Great service

The service here is fantastic. Everyone was really helpful getting my mother's assets sorted out and transferred. They've done an excellent job helping my wife and I with ... more

We couldnt be happier! John Maguire is really good in communication and helped us out from the start till closing! As a first time homebuyer we recommend John to anyone w ... more

Wasn't happy at end of settlement

Excellent service! I would recommend to anyone looking for honesty and reliability

Courtney and her team at Stifel are very knowledgeable, friendly and ready to assist in your investment needs. Thank you very much being so helpful and kind to your clie ... more

Awesome Customer Service from the entire staff!!

Gary did an amazing job bringing the loan to the finish line. Not all loans are easy and Gary was creative and fast acting to get this deal done. I highly recommend Gary!

Mark and his team are great at financial planning. From day one they have communicated effectively, by listening to our needs and thoroughly explaining our financial plan ... more

I wanna thank Allen for helping me get my financial goals on track. I would highly recommend him to anyone in need

bad service

Always a pleasure to work with Leo. Will go back for any future car buy/sell service.

Top Choice when it comes to finding the perfect blend of best value and quality in life insurance. Their commitment to professionalism is evident in every interaction.

The advisors at Falcon embrace the idea of being a teacher first. They guide you and help you to achieve your goals. Extremally responsive and helpful.

John is detailed and knowledgeable in a number of areas. He provides expert advice beyond just picking a stock. Strategies on retiring, saving on taxes, etc. I am very ... more

Outstanding team of people to help you prepare for retirement and enjoy it

David and his team at Abound are all great. Please dont look any further if you need financial advice, planning and financial management. They are dedicated to helping yo ... more

This has got to be the most god awful bank i have ever dealt with. Rude comdescending staff. They offer no help or solutions to problems at all. Dont go near this place.

Courtney and her team made me feel comfortable right away. She was knowledgeable and explained things so I understood how my assets would be invested. She designed a p ... more

I have been working with Erin for over 3 years and I wish I would have known of first command before. Very knowledgeable and courteous. The staff is very attentive. Highl ... more

Christopher Kearns is very helpful, knowledgeable and patient.

Ive been a client of Matthew Rose since 2020. His ability to help my Family over the past few years has been integral to our financial success. Thank you for always being ... more

Whether you are a financially sophisticated gazillionaire running a web of companies from your megayacht or the kind of person who goes to the ATM to see if they have any ... more

Meritus Capital and their team have been a HUGE help to get my business up and running. They are very professional and truly care about their clients. Highly recommend t ... more

Having Emin as my financial advisor is a pleasure. He is very professional but at the same time he is very personable. I am very comfortable asking questions because I k ... more

Telephone service is atrocious; on 7/6/22, CU rep gave me her WRONG name, said she was transferring me, then total disconnect! Subsequent call disclosed no such person, ... more

Refinanced one of our cars here today, and previous to this had our solar loan here. They were much better to work with this time around, though the person helping us in ... more

We've been with NVW since 2006 & have made money with all the up & down movements of the market because of Kelly's expert team. We know we are in excellent hands & will r ... more

I've really enjoyed working with the InConcert Financial Group team.

You will not find better financial advisors. I have been with them for about 30 years.

Great local financial and investment company providing top notch customer and advice.

Bonnie And I have been with Capstone since 2005 when we moved our retirement accounts to Chris at Capstone. We are very pleased with there treatment of our funds and the ... more

Exceeds my expectations every meeting. I trust these guys.