Desert Financial Planning - Palm Desert (CA)

Angela Poncetta Natasha in the office is absolutely wonderful! She is always very prompt and professional, and they make the process easy. Thank you, Natasha!

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.

Sherlyn Huerta I have used this credit union for more than 15 years and it is the best in the valley! I especially recommend the branch from Calipatria as the workers are courteous. Recently I joined the online banking and I had a little difficulty getting the app to work. Although, I do recommend getting it and honestly the worker by the name of Alma was very, very helpful! All in all, they are best...

Jon Lang Worst CU or bank I ever dealt with. They are not just non-professional. They lie and perfectly aware of that. Stay away for any cost, especially from their loan and credit card division

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.

Ché Landon My wife and I interviewed 11 different financial advisors from top firms in both LA and NY before making the decision to move forward with Chris Mastro at Impact. Choosing to work with Impact has proven to be one of the smartest decisions we’ve ever made for our family. We could not be happier with the guidance and growth we’ve received. Chris is one of those rare individual’s who possesses a level of expertise matched by integrity.