Golden State Wealth Management - Santa Rosa (CA)

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.

Robert E. Zak I have turned much of my retirement planning over to Winship Wealth and have been happy with the results. The fact that they are FEE based means they are not just steering you to the investments that provide them the biggest commission - a very big plus. They took the time to learn my long term goals and develop a plan to meet them.

Moore Decor Party Rentals Amanda and her team have been lifesavers for my husband and I regarding our personal taxes and then again with the small business we started over 3 years ago. Amanda is very knowledgeable and always willing to take time explaining the millions of questions and concerns I always have. She always makes me feel comfortable and eases any anxieties I have at tax season. I’m so grateful for Amanda and her team. I always recommend Atlas Financial Solutions to my friends and family and I highly recommend them to you, too.

Robert Sutton Everyone I have worked with here is courteous and friendly! They go out of their way to do a great service. This branch has that good old country town feeling welcoming you right in! They also get involved with community events. I have seen plates of cookies and and coffee many Fridays. They also give free water bottles. If you are the type that bounces checks and keeps low balances, you will pay a lot in fees. Otherwise you should be ok. Just pay attention to the rules.

Ann Webb The Talmage branch team Cielo, Jesse,Sergio, Smeeta and Elena are the best staff I have ever dealt with in the banking industry!!!!!!!!! Not only are they the most courteous but the most helpfull with every banking needll!!!!! I have used the banking industry for 35 years for business and this group on Talmage should be used as your model for all your branches!