Gateway Financial Advisors - Brian Lombardo, CFP, CPA - San Jose (CA)

Ayushmann Khurana Sure! Here’s an awesome review you can use for SB Financial and Sandeep: I’ve been coming to SB Financial for the past 15 years, and I can confidently say that Sandeep is the absolute best when it comes to tax filing and financial services. His deep knowledge, professionalism, and attention to detail have made every tax season stress-free for me. Sandeep takes the time to explain everything clearly, always ensures I get the best possible outcome, and truly cares about his clients. His consistency and dedication over the years have earned my complete trust. If you’re looking for someone reliable, experienced, and genuinely helpful—Sandeep at SB Financial is the one to go to! Highly recommend!

The Boba Tea Shop Steer Financial Small Business Loans played a very crucial role of turning our Boba Tea vision here in the Imperial Valley into a reality. Vanessa, who is not only the key person that made our transactions seamless but she is a bank of resources and sound counsel. The Boba Tea Shop would have only still be a dream had it not of the collaborative effort, detailed dedication and unparalleled experience that Steer Financial has unselfishly shared. We couldn’t recommend this Financial entity highly enough for a more genuine and client-centered approach that small businesses like us would greatly benefit from. Kudos to the team! We are beyond grateful and blessed witnessing the fruition of this vision! And we are looking forward to more future opportunities and collaboration.

Sheryl Burford My husband and I have been clients of Beneficent Financial for the past seven years. We are very pleased with the professionalism of Cathy Downs and her staff. Everyone is always friendly and very professional. Cathy does a great job explaining the various investment strategies and how they will impact our financial and tax portfolio. When you become a client at Beneficent, you become part of their family and they take very good care of us. The entire team is always great to work with. For our purposes, we mostly work with Cathy and Nancy who are so patient and understanding. We are more than pleased with the financial advice we have received from Beneficent. I highly recommend Beneficent Financial.

Lynn Stech Heritage Wealth Management is an outstanding financial service provider, with knowledgeable, friendly staff. We have been with them for over 10 years.