Edward Jones - Financial Advisor: Nathan D Welsh, CEPA® - Temecula (CA)

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!

Todd Stanley It is a small town bank. The staff are always ready to help. Best bank Ive been to in years.

Elevate Wellness Tawni is a true dream maker. She provides the guidance, analysis and framework to take your vision and make it into a reality. Being an entrepreneur of a small business can feel scary but Tawni provides the deep level of confidence by creating attainable goals and the steps to get you there. I owe much of my success to the work we have done together. - Melinda Choy, LAc, CEO Elevate Wellness Center

Scott Moe We have been working with Mission Street Wealth for several years now. Gary has been receptive, empathetic, and a responsive to all our questions and concerns. We debated a long time if working with a financial advisor was a worthwhile investment for us. Im so happy we decided to move forward. I would highly recommend Mission Street Wealth for financial advisement, wealth planning, and considering your future estate decisions. Garys decades of experience and genuine caring manner has been key to our confidence in planning our familys future.

Hound Dog Darrin in parts is very helpful with rapid service..

JFK Moving Co. Tax return is really cheap here. I had been paying $1000+, here 3 times cheaper .

Anush Kirakosyan It is always a pleasure working with Liana. She is incredibly professional in her approach to her clients finances, with a wealth of knowledge and experience. Liana is always very patient and understanding especially when you have lots of questions. I highly recommend Liana if you are looking for a financial consultant who is knowledgeable, professional, and a wonderful person.