JD Financial - Union City (CA)

Kevin Coryell I have been a client of Kirk Sheby for 6 years. He has always been very helpful, knowledgeable, and personable throughout our relationship. He has helped me with everything from financial planning, retirement planning, and more recently, my student loan debt. Most importantly, when I call or email him he always picks up or responds quickly. Highly recommend!

Elizabeth Evans My agent was obviously well-versed in their field. All of my inquiries were promptly and precisely addressed, and they even gave me insightful commentary and counsel I wasnt even aware I needed. They went out of their way to make sure I got all the information I required in order to make an informed choice.

Scott Speakman CA Retirement Plans use good strategies to help you prepare for retirement. They helped me see the picture of where I will be and I feel much more confident. They moved me to plans that have better yields. I highly recommend Andy Barkate and team.

aditya jekkula THANK YOU Elijah. I had an outstanding experience at Bank of America, and I highly recommend Elijah Hostettler. As someone new to Chico, opening my first bank account in the U.S. could have been daunting, but I’m glad I chose Bank of America. Elijah was incredibly patient and helpful. He listened to me like a friend while maintaining a high level of professionalism, expertly advising me on my account. Despite having a different accent, Elijah made sure I felt heard and understood, never making me feel like it was a problem. I had two appointments with him, and both were exceptional. All my doubts were resolved, and the entire process felt effortless, thanks to Elijah’s guidance. During my first appointment at 11:00 am, I arrived early at 10:50 am and was promptly met by Elijah at 11:00 am sharp. His punctuality was impressive. For my second appointment, also at 11:00 am, Elijah even called me at 9:00 am to remind me and ask if there was anything he could prepare or Set up in advance to save my time—such thoughtful service! When I arrived for the second appointment, I noticed him attentively assisting an elderly lady. After finishing, he walked her to the door, which shows how thoughtful and helpful he is. THANK YOU SO MUCH, ELIJAH! I highly recommend Bank of America, and if you have the chance, be sure to choose Elijah.

Icy Mocha Tia is a phenomenal representative who knows the business inside and out. Took care of my concerns in mere minutes. Amazing empathetic energy. Definitely would come here again for top tier customer care!

Lori Beth Merrill As a fiduciary, I often have new clients who are years behind on their taxes. Mary works in a forensic way methodically and completely catching them up and negotiating with the IRS to minimize penalties and interest. She keeps in good contact to let me know where we are at and her fees are modest. She maintains regular hours and is very affable. Maureen is always a great help in answering questions too! You would be fortunate if she takes you as a client as you can be comforted by her years of experience and knowledge of the latest laws. Mary is the whole package.