Encompass Financial Planning LLC - Grass Valley (CA)

Marti B. I have worked with Brian for several years. His expertise has been invaluable to my financial journey. He has provided exceptional guidance, particularly in planning for my retirement. A few examples of where Brians guidance truly made a difference include tax planning for Roth conversions and charitable giving with a donor advised fund. After a discussion with Brian, he also gave advice and consulted with me on my individual trust. Brian provided stability for my investments during volatile COVID markets, allowing me to weather the uncertainty with peace of mind. Thanks to his guidance, Ive been able to enjoy retirement more fully and travel without having to check my accounts daily by knowing that my financial future is in capable hands. Brian is a level headed, easy to work with and very accommodating advisor. My portfolio is doing fabulous! I recommend Brian to anyone seeking a knowledgeable and reliable financial planner.

Yuri Sedrakyan I have been working with Arman and Rose for many years now and my experience with them has been spectacular. I could not trust any other group with my taxes or bookkeeping. They are always prompt on anything that I may need. Thank you!!!

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.

Fernando Sanchez This was my first time going to AJ Houston for tax returns and they were very helpful. Great customer service and answered any questions that I had. I will definitely recommend them to my friends and family.