Aida Garibay: Primerica - Financial Services - Redwood City (CA)

Jeff Wagner We have been working with the Liberty Group and the financial advisor team for fifteen years. Our advisor is truly invested in developing a strategy and a long-range plan that meets our goals. David, Matt, and the team have the expertise and experience to help navigate the volatility of today’s markets. Matt advised us on our cross-country move two years ago, encouraged us, gave us the right guidance, and set up the appropriate account for our real estate transactions. We are currently working on tax diversification plan. We have also used the Trust and Tax services of Hollander & Hollander and have been quite pleased with the resources and outcomes.

Roth Gulseth Legacy Finance provides the highest expertise in financial planning, retirement planning and so many other services. Brad and his team are so committed to providing an experience that is personal and customized to your needs. Truly, this is a great company and I highly recommend them to anyone looking for financial services.

Kat Jenkins Annie is by far the most thorough tax preparer I have been to.