El Dorado Savings Bank - South Lake Tahoe (CA)

travis siegel Very happy with Daniels help so far. Hes extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didnt know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors.

Alma pereda I’m a young person buying my first house. I’m so happy to say that they walked me and held my hand through everything. I am also in the military and meeting deadlines during escrow were challenging, but they took care of everything. I was able to email, call, and text more than one person who was helping me. This was the best experience one can ask for.

Gilbert Cruz Excellent service. Quick transaction. Very friendly and helpful. Recommend to everyone

Carol Johnson Ive had Donny at Dixon Financial take care of all my insurance needs for the last 13 years and have never been disappointed. I always get great service, honest advice, and reasonable fees. I highly recommend this company!

Robert Evans Brian is attentive, demonstrated subject matter expertise and was very helpful. Really appreciate his customer service. I highly recommend Brian Robinson and plan on enlisting his services as long as he is with Block Advisors and is willing to help me with my taxes. I highly recommend this particular tax advisor. This was the first time I used a professional do complete my taxes and the quality of the service will keep me coming back.