Checkmate - El Centro (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.

M Kennedy they want you to call everytime you make a car payment otherwise they send you a late payment letter. And you have to pay cash only thru bank of america in person. No online or thru phone its a pain. And they always give you attitude when you call. Horrible experience

Mike Simms I have been a customer for over 20 years and I have been very pleased with the service in several cities (Sacrament, Portland, San Francisco), but I must say that Stacey from this location was my favorite representative to meet with. My wife and I had a very informative consultation with her last week. She is a great listener and provides appropriate advice and solutions for our various financial planning questions and needs. A+

Pooja Tripathi I had a fantastic experience working with NC Financial Solutions LLC. The team was incredibly knowledgeable and attentive to my financial needs. They provided clear guidance and tailored solutions that significantly helped our organization. Surbhi’s professionalism and expertise made the entire process smooth and stress-free. I highly recommend NC financial Solutions to anyone looking for trustworthy and effective financial services.