Edward Jones - Financial Advisor: David P Cougevan - Davis (CA)

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.

Dave Clark Louis and his staff have been very helpful whenever we have reached out or stopped by the office. They are committed to making sure our insurance needs are met. My wife and I appreciate their customer service and expertise.

Yesika Juarez The ladies there are really helpful and nice. I felt welcomed when walking through the door. Amazing service, I would go to them again and recommend anyone else too as well.

Ben Cox State farm of Weaverville has taken care of my insurance needs my entire adult life. Always transparent, always there to help with anything I throw at them! Special shoutout to Karen Jeangerard and Kevin Cahill for truly always treating me like family. Greatly appreciated!

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.