Inland Empire Small Business - (CA)

Travis Clarke Went to Lake Tahoe Community College with the Sonoma State Womens Soccer team to play a game. The coach and AD greeted us at the door of the Phys Ed building and were great hosts. The campus looks beautiful and is set among giant trees and it looks like new dorms are in the middle of being built. What a cool place to go to college for a few years!

Jon D Kim is great. She does a very good job of identifying areas you can use help either currently or in the future. Shes very good at explaining things using laymans terms and relating to your individual situation, to the point where even an uneducated country boy like myself can understand. Shes very knowledgeable but not smug about it like some of the advisors i have dealt with elsewhere. I highly recommend Kim, If youre looking for somone to help with financial planning.

purplebeetsalad I have full confidence that Ryan Cassidy will use his expertise in the financial systems to help me meet my long term goals. He listens. He has very calming steady influence when the markets are volatile. I absolutely recommend Ryan and his team for your IRA or other investments.