Kenoyer Financial & Insurance Solutions - Modesto (CA)

Michael Im very confident in Bryan and his team. For those seeking hands-free retirement management; you couldnt find a better local advisor.

Ezmy We use CM&M for our bookkeeping needs as a local non-profit. They are extremely polite, professional and efficient. HAF directed us to Tirzah back in 2019 and she has been an asset to us ever since. Extremely recommended.

Laura Lorena Martinez I had such great service here. Maria went above and beyond. I’m not a person that likes to write reviews but this Maria’s customer service was just excellent. She was nice and so thorough .It was past closing time and instead of rushing me out and shutting me down she still made sure I understood E V E R Y T H I N G and got the help I needed. A week or so after I called and she knew who I was and still was able to explain everything to me and with same great attitude. She didn’t seem annoyed she was very sweet and charismatic. That right there is great customer service… you need anything from this place look for Maria !!!

Ginger Varney The four (now nearly five) years that Serenity has managed my funds have been the best experience Ive ever had with a securities brokerage. Consummate professionals, Irina and Curtis still manage to treat every client as if they have all the time in the world just for you. I cannot say enough good things about these folks.