Roseville, CA Financial Services

This the worst location ! Long lines and not accommodating. Do not come here !

Quick purchase! Was great!

I approve of this joint- clean and great customer service.

We have been extremely happy with the consistent results of our retirement funds that have been managed by Mark & Jen. It has brought us assurance that we are in good han ... more

Being a business owner/self employed, I don't get the opportunity that a majority of people get when employed by a big corporations when it comes to retirement planning. ... more

Janelle is wonderful. I would not recommend this institution as a whole. Their practices are a bit archaic and the day to day customer service is lacking. They have had a ... more

My wife and I bought a car from Jmmy at Enterprise Auto Sales. It was the most stress-free auto purchase we have ever experienced. No haggling, and excellent price.

Very knowledgeable and professional company. I would highly recommend.

Heather has been a great partner in helping us transition to retirement. She helped us create a plan and walked us through all of the steps. My husband and I feel very co ... more

Excellent professional! Great communicator and Knows his business. I would recommend !

Top mark is a great institution. Help me get my first truck. I dont know if I couldve done it without Nick and Rob. They really did a great job helping me out. Im really ... more

I have had the pleasure of working with Keith Huggett for over three years. I met him when my corporation came up against a complicated California Sales Tax issue. His ex ... more

The loan process flowed so seamlessly! Lori and her staff were friendly, accommodating, and efficient. The documents were online, easy to access, review, and approve. The ... more

Randy Kershaw was incredibly kind, helpful, and patient throughout the entire loan process. We can't thank him enough for making our experience as easy and pleasant as po ... more

Absolutely love the insightful weekly emails about the market and impacts. Graphs and charts that are simplified and explained and, different than other emails Ive receiv ... more

I have been using H&R block for years for my taxes.The service has always been professional.I recommend making a appointment since they get slammed a month ahead of the t ... more

TMC is the Best! They have experience, knowledge and they guide you through the whole finance process! If you are looking for a small business loan to purchase your build ... more

Was referred to First Command by my brother and Justin became my financial advisor. Could not be happier with my experience. I have recommended him to multiple people. He ... more

Friendly staff, no lines

Dave stays on top of my current financials and future needs. He has given me a since of financial comfort for the years ahead.

The staff is extremely knowledgeable and friendly.I had the pleasure to work with Daisy who took care of all my needs.She went above and beyond to assist me in every way ... more

Very knowledgeable about the current and future market. As well as, in-tune with an individuals personal financial goals. Highly recommend Jon as your retirement adviso ... more

I'm very comfortable talking to/with him and he is in communication with me any time there's anything he feels will affect my investments.

We have been working with Tom Coombs for over 10 years and have enjoyed the relationship. He always has our best interest in mind and is never pushy or judgmental. I high ... more

I recently enrolled in a CPR class with Next Level Advisors. The class was a blast and the instructor, (Dave) was amazing. I highly recommend this class.

I found Daniel Kirk in an online search in September 2020. After a couple interviews we decided to move our investments over to Edward Jones working with Dan. A year and ... more

I've had several financial advisors in my life and Bret is head and shoulders better than all the rest in many ways.  Here's why I think he's so great:-He lis ... more

very responsive, understands my attitudes

We have been extremely happy with the consistent results of our retirement funds that have been managed by Mark & Jen. It has brought us assurance that we are in good han ... more

Quick purchase! Was great!

Fantastic Financial Advisors. Garrett and Deron are such a pleasure to work with. They didn't try to "hard sell" a bunch of financial products I didn't need. They have al ... more

Excellent professional! Great communicator and Knows his business. I would recommend !

We have been working with Tom Coombs for over 10 years and have enjoyed the relationship. He always has our best interest in mind and is never pushy or judgmental. I high ... more

I believe WGG is the best financial planning agency in the area. My wife and I have been with them for 20 years and have been extremely happy with their professionalism, ... more

I refinanced my home with Fairway and was completely impressed with the entire team. Along the way I was kept informed of all related matters. All my questions were prom ... more

Gary is always super friendly and knowledgeable; and Penny is just as amazing. If youre going to trust anyone with your money, these are the people to go to.

Excellent service, friendly staff, convenient office, and Trustworthy Investment Advice.