Heath Whittemore - Morgan Stanley - Napa (CA)

Jeremy Micone Sonia was very awesome to work with and handled everything very quickly. I am grateful for Bill and his team.

jacque gutierrez Tori and Alex are the absolute best! They will walk you through everything having to do with your financial well-being, and take their time to really provide you reassurance and knowledge, especially for someone like me who sometimes gets lost in the lingo of the finance world! They are the definition of professional, they’re so caring and have the greatest most solid team! I 100% recommend choosing Tori and Alex as your financial planners!

Brandi Taamai My husband and I had to call the customer service number and close out our account because we are struggling and we needed the money. So they said It wouldn’t be in our account in 4 days so we wait out the four days and lo and behold today we look in there and it says it was canceled they have done a disservice to us we are struggling which is why we needed to take out the money in the first place and they did not help us now they’re saying tomorrow. I only gave one star because I had to.

Glenn Toof Pam, the lady at Tax and Debt Solutions, is such a kind and intelligent person! She was referred to us by a co-worker. We had an excellent experience! She is so well informed and up to date on everything! We found her to be so helpful that we even referred her to friends and co-workers of our own! She is located in Diamond Springs, close to Placerville, CA. We live in Sacramento but she is soooo worth the drive! We highly recommend her! Just call her up and see for yourself!

DeMitri Shepherd Not here

Brian Vandemark FBC is the best: Great people, successful company.