Lendmark Financial Services LLC - Chico (CA)

Xavier Gibson We’ve worked with Tobi and team for many years with our family and the team has always done an excellent job. They provide top notch customer service. Tobi is a partner with you in your accounting needs, and ensures you leave with the best service and filings he can offer.

Nick Ashmore Thank you Brian, Kari and Rachel for another amazing experience. I have so much confidence and trust in the work that you do and the advice you give. They do what they say and make the process simple and stress free and I would never go anywhere else for mortgage financing.

Adam Cheung Earl has helped manage my money for 5 years and I could not be happier. His attention to detail, thorough research and excellent communication are all great attributes but he also brings a very personal, grounded approach in the way he really gets to know you and your needs. He was very upfront in describing his approach to investing from our first meeting so as to set proper expectations. Hes not trying to chase the next big thing when he invests. He really digs into individual companies and takes a close look at their pros and cons before deciding if they offer value at a given point in time. In the coming decade, I think this will really bear even more fruit as we are likely facing a stagnant overall stock market where there will be winners, but definitely more losers and where the skill to pick individual stocks will really help Earl shine. Ive always been confident that first and foremost, Earl will protect my capital above all else. But he will also not hesitate to buy when the time and price is right. Its also important that someone has skin in the game and Earls own portfolio mirrors his clients to a large degree as well. In this industry, there are too many advisers and banks that lack accountability so this is much appreciated from my end and adds to the level of trust. All in all, Ive been very happy and impressed.

Julie Duck Four years ago I had a very low credit score after getting out of a damaging relationship. I had no car due to losing mine in a bad freeway accident. This company was the only one who’d give me credit for a car, which I diligently paid for four years without missing a payment. Yes they make you jump through hoops proving yourself before they give the loan, but if you make payments on time and don’t ask for anything else they are easy to work with. Now my car is paid and I received the title this morning! Very grateful they gave me a chance to prove myself.