Delta Pacific Investment Management - Modesto (CA)

Jeff Wagner We have been working with the Liberty Group and the financial advisor team for fifteen years. Our advisor is truly invested in developing a strategy and a long-range plan that meets our goals. David, Matt, and the team have the expertise and experience to help navigate the volatility of today’s markets. Matt advised us on our cross-country move two years ago, encouraged us, gave us the right guidance, and set up the appropriate account for our real estate transactions. We are currently working on tax diversification plan. We have also used the Trust and Tax services of Hollander & Hollander and have been quite pleased with the resources and outcomes.

Suzy Kyurkchyan Tigran is knowledgeable, trustworthy and responsive. He is passionate about what he does and always keeps the customer’s best interest in mind. I truly appreciate the advice and guidance he has given my family over the years and highly recommend his services.

Ching Chiao Our law firm has been using Arroyo Financial & Insurance Solutions for nearly a decade and theyre absolutely amazing! Our point of contact is Jeremy Baker. He is extremely knowledgeable and stays very in tuned with all the current trends, laws, and regulatory issues in the industry. As laid-back and funny as Jeremy is, he is a constant professional. He is very punctual and our employees appreciate his technical knowledge as well as his wit. We will continue to use Arroyo Finance for all our financial and insurance needs. They are the best!