DST 1031 Connect - Ukiah (CA)

Li Jing He This is the first time I have deep discussion with financial planner for my retirement. Phil and Charles guide me through the process to collect all my information and prepared 3 detail investment options to achieve my retirement goals. I appreciate their professionalism and help me understand each options include possible risk, growth potential, and how they earn their money. I feel they are honest and try to help me to maximize my retirement income. I highly recommend them if you are looking for financial planning of your hard earned money.

Joe Iacovazzi I have known Brent Herrera through a referral networking group for about a year and have heard the type of service he provides his clients. Even with that knowledge, my wife and I were absolutely blown away by Brents service to our needs in getting us coverage for a Term Life insurance policy. This was a challenging case due to health issues in the family. From the initial request for documentation, to medical records requests, to underwriting, to final decision (approved!), the process began in October 2022 and finalized in March 2023 - nearly 6 months... and Brent was by our side every step of the way. He facilitated all outstanding requests and clarified questions on our end so that we were ensured that everything requested was properly completed and accepted. Whether youre in need of a new policy, need a review of your current policy, or just want all around education on life, disability, and/or long-term care insurance coverage and benefits, look no further and get in contact with Brent Herrera TODAY!

Kendra & Jim Ussery We couldn’t imagine banking anywhere else. Mila, Tracy, Maria have been especially helpful, going above and beyond. The whole office is a pleasure to work with. Thank you!