Al Sanchez Bookkeeping & Income Tax Services - Tracy (CA)

LaShondra Goode I always have a great experience with the Patelco staff even security guards. Everyone is so pleasant

N Harris Quick easy and reasonable exchange rate

Sheldon Elias Schiffer My experience with RVW was very fruitful. I provided extensive documentation of my financial situation, my property holdings, my tax liabilities, and my potential future earnings. RVW thoroughly analyzed all angles. The results were a very realistic picture of how I can optimize my holdings to improve returns. Their report included best case tax strategies for a somewhat complex set of options with quite distinct results. Furthermore, the team was excellent at communicating thorough and detailed questions and answers. When there was a topic they could not answer, and there were very few, then they turned to an expert in that specialized field of knowledge. Overall, RVW served my needs at an important time in my life, when I could see the retirement sun coming over the horizon. My work with them gave me clear direction and goals for the long and short run. I look forward to our next step in the process, and I recommend their services to anyone looking to optimize their holdings for retirement.

Vincent Keever I am glad I found Chantel Bonneau at Northwestern Mutual. She has really helped me take a more holistic approach to my planning. The retirement projections and plan tools were top notch too! A great way to see where you are and ways to bridge the gap to actually achieve your retirement goals.

Jennifer Ficquet Ive used Kelly for several years now, and appreciated her thorough and efficient work.

Lindy Adolph My husband and I have utilized the services of Portia White at Whelan Financial for over a decade. We deeply value the work that Portia does for us and for the relationship that we have with her! Portia developed our retirement plan, with our input. She has provided us with so much information and education related to our finances. We completely trust her, and the entire Whelan team, which is a great source of comfort! We highly recommend Whelan Financial, without reservation!

Lindsey Martin Ronni is amazing! Shes so enthusiastic about helping me to create a financial plan for my family and I.

Mitch Couch FAST Credit Union is the friendliest and most customer service oriented place Ive ever been. The tellers always great me when I come in. I had to get a personal loan last year and it only took one day to get approved! My family will always bank with FAST!!

Matt & Elizabeth Horton Clara was very understanding of our difficult circumstances and tight timeline. She and Karen provided valuable legal advice and were efficient when creating our family trust documents in half the estimated time. They were flexible and able to accommodate a mobile signing and notary service.