CLA (CliftonLarsonAllen) - Carmel (CA)

Edward Wong I cannot begin to explain how great of a job Jared did helping me and my wife with the purchase of our home. We just relocated back to the Sacramento area from Washington and Jared helped us make the transition so much easier in what is normally a very stressful process. Jared went above and beyond working with the lenders to ensure we got the best approval possible. The personal level of service and attention to detail that Jared provided was above my expectations and I will refer anyone I know to him any day. Thanks Jared!

Pat Fauth The ladies have been very helpful, while clearing my fathers estate.

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!