El Dorado Savings Bank - South Lake Tahoe (CA)

Janet Thomson Erik Wolfers is a godsend. He is passionate about providing expert financial advice to people of all income levels, believing that the average person should be able to get the needed support to save for retirement. I have worked with him and taken his advice with my investments. He is patient with explaining his approach and will take the time thats needed to make sure you understand the options and why he recommends a particular approach. I highly recommend working with him and his team!

Verna Hall Very helpful people. Good information. Made the process of selecting which insurance plans to use very easy.