Eddy Financial - Santa Monica (CA)

Denise Bridgeman My sisters and I own a small company in Northern California. After our father’s lengthy & very expensive illness, we decided to look into purchasing long term care insurance. Our insurance agent recommended that we work with Steve Shapiro, as he was a specialist in Long Term Care Insurance and a trusted colleague. From the time we were first contacted by Steve until the day he delivered us our policies, he was very professional. He returned all calls in a timely manner, he kept all commitments, answered our questions patiently and thoroughly and he made time to review the plan with our tax advisor, who supported our decision to purchase the plan that Steve recommended. As small business owners, the significant tax benefits derived from the company’s sponsorship of the plan was icing on the cake. We are very relieved to now have excellent Long Term Care protection and would recommend Steve without hesitation to anyone interested in Long Term Care Insurance. Denise B., Business Owner

Wenceslao Manaloto Mr and Mrs Pascual/ Brenda Garcia are very knowledgeable, up-to date on Tax Laws, Very Professional but Sincere and Friendly Individuals. Otherwise, they won’t be our professional Tax Preparer since 2005. Even when we moved from Alameda, CA to Orlando, Florida- we still maintain them for Tax Preparation. 20 years of friendly Service. Wow !

Peggy Walker Probably one of the best staffs, over all, Ive had the pleasure of doing business with. Just like "Cheers" they know your name and greet you personally when you walk through the door. Sierra Central Credit Union is extremely lucky to have people like this representing their company

Jared Newman It was great working with Emin. He brought a terrific loan to us and we quickly agreed to terms. The process was smooth and the loan closed a week later!