Lifeguard Wealth - Novato (CA)

Cameron Langley Trevor Frey, a premier mortgage lender at Supreme Lending, is truly masterful in his craft. He alone with his team guided me through acquiring two properties with expertise, leaving no detail unchecked. Trevors upfront approach throughout these significant financial decisions was reassuring. His resourcefulness and dedication make him the perfect ally for navigating the complexities of closing on your dream home or investment opportunities. Personally highly recommend Trevor to anyone seeking a top-tier mortgage professional.

Richard P Earliine is pretty awesome! Shes got a great personality AND she got me a whole bunch back on my taxes. She worked really closely with my bookkeeper (Kathy Reis Bookkeeping) too which was really nice. I honestly am not sure what a CPA should run, but for what she got me back, it was worth every penny... I got back 4x MORE than what she charged me!

Bill Bartley Jared is definitely knowledgeable about all things bitcoin and crypto. Hes easy to talk with and he made it simple to understand this digital environment and its arena. Im a newbie to this asset class, and Streetwise Enterprise certainly enlightened me on how to better navigate it. Im ready to pull the trigger. Lol. Thank you, Jared, for your expertise.

Sandra I have never been treated so badly at bank that I left in tears. My experience at this branch was awful. The tellers were rude. The manager was rude. Im in disbelief that the manager of a bank would be so rude and nasty. Im not going to go into detail about my whole experience but I will say that I will never step for in this branch again. I left this branch with tears streaming down my face.

Jeff Bentley Dana provides conservative and solid financial services