Columbia Bank - Kelseyville (CA)

Jacqueline Shapiro Excellent customer focus. Johns great listening skills provided me with excellent financial services that met my needs precisely. I highly recommend Johns financial expertise

Julie Bergmann I highly recommend Beacon Point Advisors for financial planning and management. Debra Curry is the definition of a professional, compassionate and educated advisor. Her constant follow up is incredibly helpful in navigating current financial changes not only in markets but in my own personal situation. She is very supportive and provides excellent service and advice at all times with great responsiveness. I have also worked closely with Tamara who is incredible at follow up and follow through as well. Working with Debra, Tamara and all of the caring and knowledgeable staff at Beacon Point Advisors has provided me with peace of mind money cant buy. They have also assisted my family during some challenging times and were always right there providing caring and knowledgeable support. Thank you Debra and all of the staff!

HOTDOG COSTCO Adrian gave me a EFFOC and he explained our friend group and all this cost only 25 cents

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.