Crestline Financial - Vallejo (CA)

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.

Miguel Estrada Everyone is very polite, and all the process was very fast.

Mike Tyson Great customer service and very courteous people.Thank you for being very helpful and nice .

Scott Speakman CA Retirement Plans use good strategies to help you prepare for retirement. They helped me see the picture of where I will be and I feel much more confident. They moved me to plans that have better yields. I highly recommend Andy Barkate and team.

Deirdre Jones I applied for a small loan one morning, didnt find out if I was approved or not until later the following morning. It was supposed to be a quick process. After they pulled my credit, they realized that GI Bill housing allowance doesnt count as guaranteed income. Why they couldnt tell me that before pulling my credit upsets me a little, otherwise I wouldnt have applied and hurt my credit. What job is guaranteed anyway? Sure I might get a low GPA and have to pay it back, but someone on a job can make a simple mistake and get fired. It makes no sense to me and I wasted so much time. I guess this will help anyone else in my position. The staff were pretty friendly overall despite the flawed policies.