Chase Bank - Goleta (CA)

Barbara Abel Kathryn Cain of Cain Fiduciary Services is my recommendation if you are looking for a professional who is extremely knowledgeable in her field. She has been involved with hundreds of cases, some with extremely difficult family members and yet always provides excellent service.

Orlin Koehmstedt Thank you Alec for the time you were able to help me with my questions in regards to my financial future. I reached out to the SmartVestor pro on Dave Ramsey and Alec was the first one to call and leave a message. He was enthusiastic and seemed well knowledge in the financial world and really broke it down for me to understand. Thank you again for the time we spent on the phone. I will definitely pass on his information to anyone I come in contact with who is looking for a smartvestor pro!

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.

Ian Gonzalez hi, im not related to this business but a I believe a Shirley Magana from this office is posted all over the internet with my personal no., (510754...), and I am getting a lot of calls for her ever since I got this no. from AT&T 3 years ago. Im not sure what needs to be done here but I hope anyone from you can sort this out for me. Thank you.