Embarcadero Financial Group - San Francisco (CA)

Joey G I have gotten many loans from Bernie over the past 20 years. New houses Ive purchased as well as re-finances. Before Bernie, Ive used several others but have never been back to them. After my first loan with Bernie, I never looked any further. I go to him every time. He knows what hes doing, hes totally honest, wont steer you wrong, and hes a great guy to sit and talk to. Hes the best.

Anna Marie Holmberg I want to say a special Thanks to the great Thrivent team of Tyler Jones and Michael Miller. It has been a wonderful experience getting to know and work with them this last year. They always made me feel like I had their full and complete attention. Their self confidence and guidance has meant so much to me. Every question I asked big or small, was answered efficiently. They directed and guided me to make good financial decisions. Their goal was for me to understand all the facts and information, and what the impact would have on me now and also my future. My time and money was treated as it was their time and money. I am very appreciative of the respect they constantly displayed towards me. I feel comfortable recommending this team to anyone.

Kim Puckett Love these two financial planners! Experienced, professional, and smart. They are both wonderful listeners, care about their clients, and have helped my husband and me have a decent retirement.