Lincoln Financial - San Francisco (CA)

mary myers I was pleasantly surprised at the level of knowledge Edward French demonstrated during our first appointment. Prior to today’s appointment, I had a phone consultation regarding Capital Gains taxes from the sale of a home. He assisted me in the preparation of the data he needed to prepare my returns. I found him easy to work with and actually enjoyed our appointment.

GSFORC3 Honest, hassle free service! Octavio the preparer was knowledgeable and very honest. If you bring all your documents you’ll be promptly taken care of. Keep up the great customer service and I look forward to next year!

Aimee Chee Great financial Planers to work with. I have been doing business for 30 years with This co. Aimee Chee

Glenn Toof Pam, the lady at Tax and Debt Solutions, is such a kind and intelligent person! She was referred to us by a co-worker. We had an excellent experience! She is so well informed and up to date on everything! We found her to be so helpful that we even referred her to friends and co-workers of our own! She is located in Diamond Springs, close to Placerville, CA. We live in Sacramento but she is soooo worth the drive! We highly recommend her! Just call her up and see for yourself!

Jeremy Roberts I heard from others how great this credit union is, and I’m really glad I stopped by. Brenda helped me and was amazing — super quick, friendly, and made me feel totally comfortable right away. I’ve never had that kind of warm, personal experience at other banks. She explained everything clearly, didn’t rush me, and just had a great attitude overall. The whole vibe of the place is welcoming, and it really feels like they care. It’s nice to have a place in the neighborhood that treats you like a person, not just another customer. I’ll definitely be coming back!