Roseville, CA Financial Consultant

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

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

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

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

very responsive, understands my attitudes

My phone butt dialed a 1 star review months ago I was just alerted to! Marty is a 5 star market educator. The man taught me to understand how politics, earnings and fut ... more

Amy was so helpful during my first home buying experience! 10/10 would recommend her services!

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 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'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

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.

Great financial advisor with over thirty years of financial and accounting experience! As his wife I would know, however I'm an accountant myself and Phil is also a CPA ... more

RTA Group LLC has provided our accounting functions for almost a year, and their performance has been superb. Any query is dealt with speedily and with the utmost profess ... more

So compassionate and friendly. Great company

Money Bridge goes the extra mile to make retirement planning easy for the customer. Joe DeMeo was incredibly reliable, thoughtful and took the time to tailor a policy to ... more

Natalie expressed concern over my monthly payment and short term. I understood what she thought. She talked about in 6 months I could get a loan from them. This is what ... more

Doug is an attentive professional. Cornerstone is a wonderful family run business.

I was in need of a financial planner in Roseville and am so happy to have found Brian Souders with Sterling Retirement Group of Sacramento! I am very cautious of who I wo ... more

I spoke with Liz at Diligence Wealth Management, LLC , I was scheduled a complementary 20 minute phone call. Liz gave me an extra half hour. She listened to me about som ... more

We can't rave about Shelly Mellomida enough! We used her for the purchase of our first home and for refinancing. Shelly has excellent follow through, commitment, passion, ... more

My wife and I have a few years yet to full retirement. We first met Jim Files and Dan Ahmad from the Peak Financial Freedom Group in Roseville, CA at one one their dinne ... more

James is very knowledgeable and was really good at listening to my questions about my financial goals and then providing many options and additional resources to help our ... more

The staff is professional and offer a great service! I've known them for years. My family has bought a couple of vehicles from them. They'll treat you like family. The ow ... more

they do not call back. voice mail is full. they don't need new business

Card gets hacked a few times a year and they can take back the money given over a dispute even if many months have gone by.

Excellent customer service.  Well thought-out investment plans for the long term that look at your whole fincial situation.

Pretty bad experience, went there to solve an issue that they could not even explain me why? Instead they provoded a phone number to call that was not in operational hour ... more

My financial advisor is skilled and helpful.

I appreciate your expertise and experience.

I've worked with Christian Baldree as a financial advisor over the last 6 years and have always been impressed by his knowledge and services. I highly recommend him and h ... more