Bill Pollard Jr Financial - Tracy (CA)

Marcos Rodriguez Our financial advisor is Dani ODonnell and it is evident why she has won Bakersfields Best the past couple of years. She assists us with both our personal and business financials and was a key part during our recent transition related to a business acquisition. From our first meeting with Dani, she has demonstrated extensive knowledge, clear communication, and a genuine want to do what is in our best interest as her clients based on our goals. We highly recommend her services. Thank you, Dani.

Hunter Cramer I want to give a huge shoutout to Brianna Matthews for being amazing throughout the whole mortgage process. She made everything super simple and easy to understand, which was a big relief for someone like me whos not too familiar with all the financial jargon. Brianna took the time to walk me through each step, answering all my questions patiently. Her expertise and professionalism were evident from the start, and I felt confident knowing she had my back. Thanks to Brianna, Im now a proud homeowner! If youre in need of a mortgage, I highly recommend reaching out to Brianna Matthews. You wont regret it! Thanks again, Brianna, for your top-notch service