James Shea, CFP® - UBS Financial Services Inc. - Palo Alto (CA)

Laura Michelle Sarah Flippin and her partner James Hefley were extremely helpful in educating me about my financial options and helping me decide what works best for me now and for the future. They genuinely care about what’s important to me and what fits my needs/lifestyle. They were easy to talk to and explained things multiple times to ensure I had a full understanding. I’m very happy Sarah is my financial advisor and will refer my friends and family to her.

J C Thank you to the team that runs the Anytime Fitness in Susanville. Staff is friendly and knowledgeable. I appreciate the welcoming and positive atmosphere.

purple gang very big and well kept clean bank! workers are very professional but just needs more workers cus of the lines sometimes but overall this is a really good bank

MIller Larry Very good planner fiirm

Brian Pearlman Dave is an amazing accountant. He’s been doing my families taxes for many years and helped us with a number of complex filings. Dave treats us like family and is available whenever we need him. I can’t recommend him enough. Thanks for being the best!