Kemper CPA Group LLP - Accounting & Tax Services - Tracy (CA)

Rick T Mr. Balza is the best!! He has strong skills in the Insurance and Financial Services sector. His professionalism and knowledge are second to none. On top of all that, he cares sincerely, he is looking out for your future not his wallet. Advise will always be the best fit for your particular situation no matter how large or small it may seem. In my opinion Mr. Balza is the best agent in his trade, his earned awards prove it. Dont hesitate, if youre looking for an agent Mr. Balza is the ONE.

Robert Gonzalez [Raymond Lopez has moved to LPL - I thought I should update this - I cant figure out how to remove it] I have to admit I was really impressed. I didnt believe an investment advisor could show me what to do that was really in my best interest, but Ray makes sure that he does. I also didnt know that financially complex ideas could be explained that easily for me to understand. I am glad I made that appointment.

Bonnie OBrien FANTASTIC EXPERIENCE!!!! Hello everyone, I just switched from a bank that I had been with for over 34 years to Monterey CU. I worked with Chris the loan officer to open my account, set up auto pays, refi my car loan and obtain a personal loan to consolidate things. Chris made this transition quick and easy! His professionalism was exemplary! Everything I was promised was followed through and followed up on by Chris. Every time I had a question it was easy to get in contact with him via phone, text or email! I also had the pleasure of working with a few other members who were also professional with wonderful customer service! The positive and welcoming presence with professionalism in the room was greatly appreciated! I highly recommend this bank to all for a great banking experience!

Mike Murdock I was extremely satisfied with Abraham Arias in Clovis, CA. He was very knowledgeable, helpful, and friendly. It was a pleasure to have him help me through the whole process. Regional Finance is simply awesome.