Educational Employees Credit Union - EECU - Tulare Branch - Tulare (CA)

Rachel Bell Transferring all my investments to Ebert Capital was the best decision Ive made. I sold a house right at the beginning of the pandemic and took Bens advice to invest the profit and the gains have been exceptional. This company really does its research and works hard to build your investments, and at the same time maintains a quick responsiveness and caring about clients. With all of the stresses of 2020, my financial investments gladly are not one of them.

Julia Sherburne I cannot say enough good things about working with Chalitda Hughes. Over the years we worked with a number of First Command advisors and felt like we were doing good things for our financial future, but we didnt have a good picture of everything we could be doing. Then we got matched with Chalitda and now I feel so confident that we are doing everything we can to prepare for worst case and best case scenarios for life while were young and for retirement. She is a dream to work with. She loves what she does. She gives amazing advice. And she really likes to see that her clients are set to meet all of their goals. My advice - Dont sleep on the opportunity to have her as your advisor while youre in Monterey.

Vincent Keever I am glad I found Chantel Bonneau at Northwestern Mutual. She has really helped me take a more holistic approach to my planning. The retirement projections and plan tools were top notch too! A great way to see where you are and ways to bridge the gap to actually achieve your retirement goals.

Angie B. The staff is so knowledgeable & professional. They really made me feel at ease when I bought my first home. There was so much I didnt know or understand. They took me under their wings explained a lot. Both of them are quality people, that is hard to find in these times.

Kane C. Andrade Truly took care of me and my business. I will be coming here from now on!