BAXTER - Tracy (CA)

Marc Bergreen Navo financial is great! They have excellent service and are there to help with all your insurance needs!

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.

Annabell Garcia Neuer Luis Rosa is the absolute best financial advisor ever!!! I have been a client of his for 14 years. He has taught me so much about saving, investing and building my financial future. A huge part of my financial success is due to Luis’ guidance and great knowledge. I wouldn’t trust anyone else with my money other than Luis. He looks out for my best interests and guides me accordingly. He is always so easy to talk to and has helped me through these very difficult financial ups and downs. I plan on being a life long client of Luis. Give Luis a chance. I’m very sure you and your bank account will be happy!!!

Cara Patten The staff at Tri Counties are the Salt of the earth, truly they make banking feel like an old close friend.