Central Financial Management Group - Modesto (CA)

Robert Proctor This business cold calls companies office phones implying they are affiliated with your company and "specialize" in your companies retirement plans. Dont do business with people that cold call you at work. They are going down the phone list, have called everyone on my team.

Leo Jenkins One of the things I have learned in life is that it is important to get advice and equally important to know when you should get advice. I wish I had known that when I was younger and I was making fairly good money. In retrospect I would gladly spend a thousand or two for financial advice that would have returned many thousands over the years that lay ahead of me. David Jenkins, my son, has shown me the wisdom I so lacked when I it should have been a crucial part of my younger days and life. I highly recommend spending a few minutes with him to avoid the cost of neglecting what may be the most important factor in your and your family’s future. He has been raised with the values of Honesty, Integrity and doing the right thing even if it cost him some benefits and has gained much knowledge and experience over the past 20 some years. He also has the wisdom to use that knowledge and experience prudently.

Terry Hanks Ron Jacobs not only cares about your financial well being, but about your personally well being as well. Never a long waiting time, calls to check on your health etc Birthday cards, and lunch birthday parties for everyone in that month. Also get togethers to talk with others and to hear from Ron himself. Debbie in the front is very helpful, cheerful and a great listener. I would not move my money from them in my lifetime. Ron explains so you understand and and gives you options on investing. He is well versed in the market and takes his time so you are also.

rocio martinez Very good customer service, I am very pleased with their work, very fast and very well done. THANK YOU SO MUCH