DCN Wealth Management - Fremont (CA)

The Boba Tea Shop Steer Financial Small Business Loans played a very crucial role of turning our Boba Tea vision here in the Imperial Valley into a reality. Vanessa, who is not only the key person that made our transactions seamless but she is a bank of resources and sound counsel. The Boba Tea Shop would have only still be a dream had it not of the collaborative effort, detailed dedication and unparalleled experience that Steer Financial has unselfishly shared. We couldn’t recommend this Financial entity highly enough for a more genuine and client-centered approach that small businesses like us would greatly benefit from. Kudos to the team! We are beyond grateful and blessed witnessing the fruition of this vision! And we are looking forward to more future opportunities and collaboration.

Anna Marie Holmberg I want to say a special Thanks to the great Thrivent team of Tyler Jones and Michael Miller. It has been a wonderful experience getting to know and work with them this last year. They always made me feel like I had their full and complete attention. Their self confidence and guidance has meant so much to me. Every question I asked big or small, was answered efficiently. They directed and guided me to make good financial decisions. Their goal was for me to understand all the facts and information, and what the impact would have on me now and also my future. My time and money was treated as it was their time and money. I am very appreciative of the respect they constantly displayed towards me. I feel comfortable recommending this team to anyone.