Carmel Capital Management LLC - Carmel (CA)

Jenny Schultz We switched CPAs in 2019 and part of that switch was getting true expertise to streamline our bookkeeping. After talking with Zane, it was an easy decision to go with Protea. They are very thorough in their attention to detail, a pleasure to work with and have gone above and beyond, even with the "other" tasks that they manage for me. They really are a dream team to work with and have taken so much off of my plate. I am forever grateful for Zane and his team.

Dennis Chapman The Most Confused Financial Planner??? I have been listening to KFI radio for many years and I continuously hear a commercial for a financial planner and a radio segment by Ric Edelman. During the commercials he gives a phone number where people can contact him and then follow up by saying “Or visit us at Ric Edelman.com, that is Rice Stellman.com”. Now which one is it?? Is it Ric Edelman.com or Rice Stellman.com?? He sounds very confused and I certainly would not want someone that confused handling my money. Does he mean that we are able to reach him at either email address?? Or, is he trying to clarify that instead of Ric Edelman.com it should be Rice Stellman.com?? When I search for someone giving financial advice I expect them to be accurate and precise, not ambiguous. This confusion cannot be blamed on the advertising agency because Ric does the voice over. I think that they need to review their commercial and step it up to a professional level, as professional as they claim to be.

Gina Ammon & Donna Baker Realtors We’re so glad to have Taylor Insurance and Financial Services as our preferred vendor! Their team is professional, knowledgeable, and always takes great care of our clients. They make the insurance process simple and stress-free. Highly recommend!