Central Coast Financial Management - Monterey (CA)

Roth Gulseth Legacy Finance provides the highest expertise in financial planning, retirement planning and so many other services. Brad and his team are so committed to providing an experience that is personal and customized to your needs. Truly, this is a great company and I highly recommend them to anyone looking for financial services.

Allison Panella Jennifer and her team have been instrumental in guiding us towards a secure financial future, not just for my husband and me, but also for our children and employees. Their expertise, assistance, and commitment to excellence have consistently impressed us. They possess a deep understanding of financial matters and have proven adept at maximizing the growth of our contributions. We couldnt be more grateful for their invaluable support.

Brad Smith Hi, this is Bradley Smith. Considering trips to the ER are normally not a fun experience. My trip yesterday to be treated for an infection on my arm was one of the most wonderful experiences I’ve had dealing with the medical profession. The two nurses that I had were Shannon and Natalie. They both were extremely kind and knowledgeable and treated me with the utmost respect. I have been back in Ukiah for the last 8 1/2 years taking care of my almost 99-year-old father. I can honestly say that yesterday Was one of the most pleasant and relaxing days I’ve had in months. Scott Engleman stopped in and said hi to me. He and his family have been friends of ours for over 60 years. I appreciate you and your staff taking such good care of me. I can’t tell you enough how impressed I was by everyone (especially Shannon and Natalie).Thank you so much and all the best.

Christian Gladwell One of the best experiences Ive had yet with financial planners in el cerrito

Rudy Williams We had an amazing experience working with Nevada County Mortgage during our home purchase. From start to finish, the team was professional, responsive, and incredibly helpful. They made the entire mortgage process smooth and stress-free, keeping us informed every step of the way. What really stood out was their attention to detail and commitment to making sure we understood all of our options. They were always available to answer questions and made sure everything was handled on time. Thanks to Paul and the rest of the team, we were able to close quickly and confidently. I highly recommend Nevada County Mortgage to anyone looking to finance a home. Truly top-notch service!