Financial Strategies - Wealth Management Group - Santa Ana (CA)

Janet Michal Started working with Greg about 15 years ago. He got us through the kids education, several life changes, and we are now very comfortably retired. He is helpful, knowledgeable, and effective, and on top of all that hes a really nice person. Highly recommend.

William Maricle Amazing service! Life long BofA customers switching RCU?!? Who would have thought? David Aguilar made everything so easy and clear, and he even figured out extra ways to help us out even more! Thanks, Dave!

Jeff Scott Bank of Stockton in Angels Camp is awesome! I am always treated fantastic and the employees rock. Amber and Sally do a great job and always go the extra mile to help. I highly recommend!