Folsom, CA Financial Consultant

Tim keeps up with my investment for the past 10 years and he has not loss my money. I have seen growth in my portfolio and i trust Tim Rogers and Edward Jones . I Reme ... more

Ive had the opportunity to collaborate with Matt for months now. His professionalism and knowledge of the economy, retirement guidance & investment vehicles is impressive ... more

Chris is a very detailed, professional financial advisor. He explains everything in a calm manner, and makes the investment process feel safe and secure. I am so pleases ... more

We are very happy with the service and advice .

Positive: Professionalism

In a world where you cannot always trust everyone has your best interest at heart, it's refreshing to find someone like Troy. I have had my investments with Troy for a wh ... more

She is great ☺️

This is the worst advisor I had. On the surface, he seems nice. But later I found his only cares about his own wallet, not my best interest. He did not pay attention to s ... more

Noell Allen, CPA is an extraordinarily knowledgable and personable tax professional. I highly recommend her.

Dispenses great financial information! The two appears to be married to each other.

always been a pleasure working with Tom and Erin.

I questions about my taxes that were prepared by KOI. We called and sent an email requesting clarification. Its been a couple of weeks and NO response. Not good business ... more

if possible i will give this bank 0 star. never can get hold of anyone to answer my call. charge me extra 200 dollars every month for my mortgage even after i proved i ha ... more

Donald was recommended to me regarding updating Living Trust, which I am very pleased to say was a great referral. Donald and his staff were patient, knowledgeable, and ... more

Very unprofessional. Cant speak with anyone that can give me any information about my account. Given the run around. Seems like they are stalling to give me my funds

I CAN SAY FROM THE EXPERIENCE THAT IVE HAD WITH THIS MAN HE IS A POS, A NARCISSISTIC MORALLY CORRUPT MAN HE PUTS HIS NEEDS ABOVE THE PEOPLE WHOM HE IS SUPPOSED TO SERVE. ... more

Worst customer service Ive ever experienced. I waited 41 mins for a teller. Apparently all tellers except one are at lunch.

Wrong info , less knowledge, bad attitude. Lakshmi Bonala is unprofessional!

Allison is resilient, kind, and an advocate for clients.

This branch is TERRIBLE. First of all their banker tricked me into an account that she claimed would give me more cash rewards on my card, however, I am not earning more ... more

Called this branch to see if they accepted new memberships for SCorps and the person on the phone, Jacob, kept asking if it was a Sole Proprietorship. I told him no, its ... more