Community Care Business Loans - (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.

Accounts Great customer service. Always working to get me the best package for my needs. Michelle and the staff have been great to work with.

Tammy Guyton Excellent representative. So friendly and knowledgable of her job Lorena Gutierrez

Barbara Caldwell Laura inherited my account which was a small 401k that just needed a place to stay. She was as courteous and efficient as anyone could want, and treated me with the respect of a much larger client. I would reccomend Laura to the hesitant investor. Her knowledgable and willingness to share it are invaluable.

Mr Pathak I had an excellent experience with Jackie while refinancing my auto loan. She was incredibly professional, knowledgeable, and patient throughout the process. She took the time to explain all the options available to me and made sure I felt comfortable with every step of the process. The refinancing was smooth and stress-free.