Alexander Ljubimow - UBS Financial Services Inc. - Carmel (CA)

Lusine Gezalyan It was such a pleasure working with Mary and her team throughout the past couple of years. They took their time to explain the process from beginning to end and patiently answered all questions. Great customer service, always helpful and responsive. I was at ease knowing that I can trust someone to help with my student loans. Everything happened so swiftly and on time. Thank you Mary for all of your assistance and expertise!!

thad Miller Been working with Jim . For 10 years now. Just finished off paying my house. Its been nothing but a pleasant journey with him. I would definitely go back to do it again. Thank you

Nancy Jackson The best health insurance assistance service out there! Pam has been my agent for years. I totally trust her and know that the insurance she finds me will be the best one I can get. She is smart and kind and fun to work with. Medication prices can be a big deal so knowing that Pam has worked with every plan out there and knows which one would be best for me is a huge relief and ever so helpful.