CPA Financial Advisors Inc - Riverside (CA)

Elizabeth Evans My agent was obviously well-versed in their field. All of my inquiries were promptly and precisely addressed, and they even gave me insightful commentary and counsel I wasnt even aware I needed. They went out of their way to make sure I got all the information I required in order to make an informed choice.

iheartauroraborealis This weekend, I stopped into the Placerville BOA. Tammy who was covering at the Placerville branch, but works at the Jackson branch, offered to assist me. She did everything she could to help me figure out how to proceed to find documentation through the bank that my family needed to file taxes for a family member who passed. She was very straightforward in explaining what the bank needed to help provide the information and gave instructions on how to obtain it. Throughout my interaction, she was calm, helpful, and kind. Thank you!

Tom Roach Avoid investments here. Terrible communication, poor guidance, and carelessness.