Chabad of Humboldt - Arcata (CA)

Marti B. I have worked with Brian for several years. His expertise has been invaluable to my financial journey. He has provided exceptional guidance, particularly in planning for my retirement. A few examples of where Brians guidance truly made a difference include tax planning for Roth conversions and charitable giving with a donor advised fund. After a discussion with Brian, he also gave advice and consulted with me on my individual trust. Brian provided stability for my investments during volatile COVID markets, allowing me to weather the uncertainty with peace of mind. Thanks to his guidance, Ive been able to enjoy retirement more fully and travel without having to check my accounts daily by knowing that my financial future is in capable hands. Brian is a level headed, easy to work with and very accommodating advisor. My portfolio is doing fabulous! I recommend Brian to anyone seeking a knowledgeable and reliable financial planner.

Dakota White I just wanna say that this place was great. All the employees are great but Antonio and Christopher were amazing. Christopher help me open up a bank account went over everything I needed every question that I asked he answered he wasn’t quick to get me out. Even when a lady got awfully aggressive with her, they both kept their cool and tried to help her to the best of their ability. They are amazing if you need help ask for one of them.