Alpine Five LLC - South Lake Tahoe (CA)

Pamela Sette For almost two years now I have interacted with Halbert Hargrove Global Advisor - Nick Strain + his amazing team. It has been a pleasure to work with Nick and team as everyone is a seasoned professional and a delight to work with. I am consistently impressed by their knowledge, process, sense of urgency and attention to detail, support, patience and they go above and beyond when it comes to client service and kindness.

Megan Davila I was really in a pinch today with the way banks are phasing out everyday consumers and Kat at California check cashing was an absolute doll today while helping me out. She made the process quick, easy and to the point. I really appreciate that this place is still around and there are people like Kat to help people like me! I would highly recommend them for check cashing and debit card access.

Julia Sherburne I cannot say enough good things about working with Chalitda Hughes. Over the years we worked with a number of First Command advisors and felt like we were doing good things for our financial future, but we didnt have a good picture of everything we could be doing. Then we got matched with Chalitda and now I feel so confident that we are doing everything we can to prepare for worst case and best case scenarios for life while were young and for retirement. She is a dream to work with. She loves what she does. She gives amazing advice. And she really likes to see that her clients are set to meet all of their goals. My advice - Dont sleep on the opportunity to have her as your advisor while youre in Monterey.