Deferred.com (Formerly Plenti Financial) - Carlsbad (CA)

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!

MisLadie Best CU ever

Robert M Working with Zareh and the team at Oliria Financial has been such a great experience. I was honestly a little overwhelmed trying to figure out the next steps with my finances but Zareh made everything super easy to understand. He’s sharp, and really takes the time to break things down in a way that makes sense. You can tell he genuinely cares, which is rare. I left our first meeting feeling more confident and clear than I had in a long time. If you’re looking for someone solid to guide you I recommend reaching out to him.