JOHN W. KELLY JR, CFA, CFP - Rancho Mirage (CA)

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.

JFK Moving Co. Tax return is really cheap here. I had been paying $1000+, here 3 times cheaper .

T P Sarathy Amazingly good SBI California branch here in the Fremont location. I got some very key attestations for opening a NRO account done in a super efficient, courteous, professional and friendly manner. They offer Domestic accounts here as well, like any other bank in the US. I’ve opened an account myself, and look forward to using it for my future financial needs, and also encourage people to please check it out and see for yourselves. Thank you!

John Lloyd My mom worked at Eskaton since 2017. I was 8 years old then. I remembered she took me to Eskaton for Halloween trick or treat. The place was welcoming and nice, they had a lot of activities set up for the kids to have fun as well as the elderly. The environment was warm and really inviting and I had a great time there when I was little.