First Foundation Bank - Auburn (CA)

Jeff Figone My wife and myself are approaching retirement and wanted to find someone who we felt understood our financial situation but also someone who we could trust with our hard earned investments. Once we started to talk with William Callahan, we knew almost immediately he was the right choice. He asked many questions about our goals and our expectations of what kind of lifestyle we wanted to enjoy. He made us feel at ease and comfortable with his clear explanations and impressive insights. In addition, his personable and knowledgeable staff follows up with all paperwork and questions in a timely and professional manner, they are a true asset. Mr. Callahan and team has made our whole retirement transition manageable, and given us the confidence to retire comfortably and to achieve our goals.

John Buwalda Bank of California, Hanford Branch, is the best!! the level of service provided on all levels is unmatched! I highly recommend! Whether it is simple personal banking needs or more complex business banking needs, they do it all! My wife and I appreciate them tremendously!

Sakuna Rosas Shani has been working on our taxes for a number of years. She is very professional, friendly, knowledgable, honest and easy to work with.We recommend her tax services. God bless you and your family!

Joseph Hudson Greg is an incredible resource for any small business. He exemplifies how a consultant should handle their clients. He has the perfect coaching approach that allows you to stay in control of your business, while providing a strategic plan on how to scale and create the future you really want to see for yourself and your business. Greg is the consummate professional, attentive, punctual, and really concerned with the needs of his clients. Whether you need help lifting off, sustaining, or reaching new heights Greg can help you get there.

Leslie Turbow El dorado is a great bank....super people there like Sherry and Amanda.