Encompass Financial Planning LLC - Grass Valley (CA)

5 /5 jim s: Josh and Sarah and Dallas are a great team. They helped us navigate the world of financial planning (which we were clueless about) with patience and professionalism. They listened to what we wanted and what we werent comfortable with and tailored their recommendations to our comfort level, all while educating us on multiple possibilities. They answered all of our questions thoughtfully, and explained topics so we could understand them. They truly seemed to care. We highly recommend them.

5 /5 Kim Stewart: Doing business with Josh and Sarah at Encompass Financial is an absolute pleasure! Their professionalism, expertise, and genuine approach make them stand out in the financial industry. What truly sets them apart is their unwavering commitment to empowering women in finance, providing guidance that is both insightful and accessible. Their ability to break down complex financial concepts into clear, actionable steps is a game-changer. With Josh and Sarah, youre not just getting financial advice—you’re gaining trusted partners who genuinely care about your success.

5 /5 kristin havens: We have been working with Sarah for several years now and more recently with Josh as our financial advisors. They have always been very open, receptive, and conscientious with their advice. Ive recommended them to several of my colleagues. Whenever weve had questions, or needed to meet, theyve quickly accommodated us. You can trust Josh and Sarah!

5 /5 Dr. N. Mishra: Very attentive and personalized products for my specific financial planning. I Would highly recommend Sarah and Josh for your financial goals.