Harvest Management Partners - Sunnyvale (CA)

Hunter Cramer I want to give a huge shoutout to Brianna Matthews for being amazing throughout the whole mortgage process. She made everything super simple and easy to understand, which was a big relief for someone like me whos not too familiar with all the financial jargon. Brianna took the time to walk me through each step, answering all my questions patiently. Her expertise and professionalism were evident from the start, and I felt confident knowing she had my back. Thanks to Brianna, Im now a proud homeowner! If youre in need of a mortgage, I highly recommend reaching out to Brianna Matthews. You wont regret it! Thanks again, Brianna, for your top-notch service

Camille Bidese We are new customers of EFC Wealth Management and really looking forward to working with Cory and the team. He is very personable and very transparent. So Happy!!

Richard Cisneros The staff was very helpful in answering my questions about their radio ad. The adviser I spoke with was knowledgeable and me made feel at ease.

Deb Monday, 09/15/2025, began as a horrible day! There were 3 fraud account(s) posted on my account, which left me in the negative. I was frustrated and upset because I did not think that this would get resolved immediately, amongst other issues. Clovis’s Branch Manager, Andrea West helped me, and saved me! She was wonderful! Although, it was confusing to me, she knew her stuff, and explained to me what she was doing every step of the way! Prior to her helping me, I was considering changing to another Credit Union. Andrea did a great job, and I would like to thank her for everything, and this is why I’m posting a review!

Bill Pease Craig and his staff are incredibly kind, they show patience with us explaining all of the information we need to know. Personally I feel extremely safe with my future, knowing they have my best interest at heart.