Investy Financial Services - San Jose (CA)

Troma Friddle-Roehr Sandy is an awesome knowledgable paralegal. Remember when you hire a paralegal you are not hiring them to make moves like a lawyer. She does administration beautifully. Everything we have battled with in court, she prepared me with prior. Like a coach on the sidelines. She knew enough about the Family Court and Civil Court to guide me and everything else she sought out legal expertise from the top lawyers in town. They all respect Sandy and have a close relationship with her. I have used two lawyers she referred me. I always end up going back to her. Sandy and I have worked together on my cases. She’s an angel full of wisdom and respects your right to make your own choices in the end. After all, you live with the consequences of your choices, even if she has warned you. She’s fair priced. I have had nothing but great customer service from Sandy. Calls me back in no time. If and when I need a lawyer, I typically call Sandy to see what we can workout together first and save myself the 5k retainer of the high demand lawyers. Shes professional and detail oriented. A class act. I do recommend Sandy Hurley Legal Services. Nothing but 5 stars. Family Law High Conflict Custody/ Support Civil Cases In the “big chess game” of life you want Sandy on your side!

Jay Singh Not only is this place amazing if you need a quick loan, but also two of the nicest people in the world at the front desk to help you out. Amazing service with a smile every time, I love this place.

Ken Harris Had to take care of a bank issue with a fraudulent card transaction to my account. Adrienne helped me and was great. She made sure all the details were taken care of. Keep up the great work Adrienne

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.

Mary Pendlay Bart and Trevin were extremely helpful and knowledgeable about my retirement concerns. Working together was so beneficial for my family. We’re in excellent shape thanks to them.