Integrated Financial Concepts (IFC) - Auburn (CA)

Adrian Arreguin Excellent service very friendly

Marti B. I have worked with Brian for several years. His expertise has been invaluable to my financial journey. He has provided exceptional guidance, particularly in planning for my retirement. A few examples of where Brians guidance truly made a difference include tax planning for Roth conversions and charitable giving with a donor advised fund. After a discussion with Brian, he also gave advice and consulted with me on my individual trust. Brian provided stability for my investments during volatile COVID markets, allowing me to weather the uncertainty with peace of mind. Thanks to his guidance, Ive been able to enjoy retirement more fully and travel without having to check my accounts daily by knowing that my financial future is in capable hands. Brian is a level headed, easy to work with and very accommodating advisor. My portfolio is doing fabulous! I recommend Brian to anyone seeking a knowledgeable and reliable financial planner.

Yesika Juarez The ladies there are really helpful and nice. I felt welcomed when walking through the door. Amazing service, I would go to them again and recommend anyone else too as well.

Stephen Brandon I was previously banking with Wells Fargo and had a worrying experience so I went here to see what kind of treatment I would get and I was delighted to find Lorena working at this branch. She got thru my application for a business account and had me approved the next morning. She even followed up just now and was as nice as the first impression.

Roberto Torres Love this Company. They thought me to get out of debt, and Learn how money works. I have a game plan to retire in the future.