Cavalin Gregory CPA - Ukiah (CA)

Elizabeth Evans My agent was obviously well-versed in their field. All of my inquiries were promptly and precisely addressed, and they even gave me insightful commentary and counsel I wasnt even aware I needed. They went out of their way to make sure I got all the information I required in order to make an informed choice.

Jeannette Witten Im an attorney in Carmel, California and have on numerous occasions hired Clark Savage on behalf of our business and estate clients to assist with business valuations, evaluate and make recommendations on partial interest values and in relation to tax and estate planning. Clark has also stepped in and worked directly with the IRS on behalf of clients in complex appeal matters. Clark is professional, personable and is consistent in providing excellence in his work. He is also recognized by the courts in various valuation and tax matters as an an expert. Jeannette Witten, Esq.

Kailyn Berry I have nothing but great things to say about Randall as well as Donna. They have been extremely helpful and accommodating. I would highly recommend.

Cesar Holguin Manny has been the best insurance representative that I have worked with. He helped me with my home owners insurance that other companies refused to write for me. After that he reached out to me and gave me more information on life insurance and shared the benefits to my family. I highly recommend Manuel Ramirez to everyone that needs any type of insurance.

Cary Jiang UPDATE: AVOID THIS "BANK" AT ALL COSTS. They keep your money in transfer for days to get free interests, in complete disregard for the inconvenience and financial damages it may cause you or the recipient, I submitted an international wire transfer. Called to confirm all the details. However the transfer has not gone through after more than a week despite their app saying "completed". The branch says they are unable to check the status so Ill have to call their customer service. Customer service says its still in "clearing" - havent even left the US yet. They have no set date for the completion. I ask to cancel the transfer. They agreed but then told me that it will take at least two days for them to review the cancellation request - and the reversal may or may not succeed!! According to them, I may also receive less than the original amount because of currency rate fluctuations, so they are essentially charging me the bid-ask spread for money they sat on for days. I am filing a complaint to CFPB and OCC. -- The branch and relationship manager is fine. HOWEVER for a simple transaction - be prepared to spend hours on the phone talking to their customer service center in India and their broken phone app.