Creekside Partners - Petaluma (CA)

Mayte Diaz So impressed with Mutual of Omaha a d how fast they processed my husbands death claim. So much so Im going to look into a quote for myself. Excellent customer service and hassle free 100%. Despite the tragedy, they didnt add trouble to my already difficult situation. Very happy.

Eric Muecke The purpose of this message is not to rate our agency, but to inform the town of Susanville and the surrounding area that our agency is open from 8:30-5:30 Monday - Friday, and our agents are ready to serve your insurance needs.

ryan donovan Scott is a courteous financial advisor, who is willing to work with people who are on a fixed income. He is well informed as to where one should put their money, which will work to their advantage.

Kevin Bush I have been working with Gigi for a few years now and she is fantastic. She has a fast response time and she does what she says she’s going to do. I highly recommend using her for all your insurance needs.

Gary Merrick I cant say enough great things about Joseph at Abundance Wealth Planning! Having previously worked with 4 financial advisors, interviewed others, hearing plenty of stories from friends and family, and doing extensive research, I have a pretty solid understanding of the financial advisor/wealth planning world. Once you get under the hood, it aint pretty! And that machine is built to make themselves money, period. Anything you gain is mostly incidental. Joseph has structured his business without any conflict of interest, so he works to benefit YOU and only you. With that unbiased view, Joseph has helped us decide between multiple investment scenarios that no "regular" advisor would be capable of handling, and has provided insight that we hadnt considered. He is helping us to achieve our life goals through our finances. And the unique approach he provides is addressing our feelings about our finances and the decisions were making, and connecting us to the bigger picture rather than the one size fits all approach that is so common in this industry. I highly recommend Joseph at Abundance Wealth Planning!

Crystal Romero Shavelle is amazing. She knows her stuff. I go to her for all my financial and buisness needs from my taxes to my life insurance to a roth ira to starting my business!!!. She has lots of knowledge that helped guide me into my future financial planning . Thank you so much shavelle for all you do for your community . You inspire me girl keep up the amazing work.

Scott Griest Very easy to set up an account with them. Also have a great portal to enroll and customer service reps pick up the phone quickly. Happy client.