Concierge Wealth Management Service - Clovis (CA)

Jesse Gonzalez Xcel financial has helped me set up two corporate businesses and the process was very easy. They have handled all my business and personal financial services for over 5 years and I am very satisfied with their service. Everyone (Lucy, Sandra, Lorena, and Miriam) is great and easy to work with. Highly recommend Xcel Financial.

Courtney Tauscher Shalise and her team were knowledgeable, kept me well informed and were quick to respond to any inquiry. I have used Shalise and her team before and will again based on my experiences.

Diana Martinez I met Stephanie over 20 years ago. She’s helped me refinance multiple properties multiple times over the years! She’s fantastic to work with, her knowledge & experience unmatched. Trustworthy and reliable she makes the process seamless.

Marco A Marquez Highly recommend this business. The owners, Marco and Silvia, are wonderful and extremely helpful

Jose (Beefy) I come here every year to do my taxes. Mari is very knowledgeable and professional. Never had any issues with my taxes or the IRS in the years Ive done them there.

Eades Cheryl (Nana Banana) The girls that work in the Madera store are very helpful and sweet as can be