Lopes Financial Services - Santa Rosa (CA)

Barbara Crum Catherine lives and works with passion and it shows in everything she does. Shes well versed in her industry and is a wealth of knowledge to guide even the most difficult financial situations we all face in life. She is also a pillar in the Latino community in San Diego leading the way for other business men and women to become united and to become leaders in our community. It seems that whether it comes to her own business or her participation in non-profit organizations, everything is done with enthusiasm, knowledge and finesse.

Richard Cisneros The staff was very helpful in answering my questions about their radio ad. The adviser I spoke with was knowledgeable and me made feel at ease.

Janine Oswalt I recently had the pleasure of working with Brandon. From the moment we met, I could sense his dedication to making a positive impact on the lives of others. What sets Brandon apart is not only his extensive knowledge of financial matters but also his genuine and family-oriented approach. His commitment to educating children about financial literacy is truly commendable, and it reflects his understanding of the importance of instilling these skills from an early age. This speaks volumes about his dedication to building a financially empowered future generation. Brandons friendly and approachable demeanor creates a comfortable environment for learning. His presence is reassuring, making complex financial concepts accessible and easy to understand. He goes above and beyond to ensure his clients feel supported and informed. If you are seeking a knowledgeable, friendly, and family-oriented financial consultant who genuinely cares about your financial well-being, Brandon is the expert to turn to. I highly recommend his services for anyone looking to navigate their financial journey with confidence and empowerment.

David Bell Sr. I am a long time decorated Honorably Discharged U.S.N. personal. I asked if I could have someone replace the military for me and do the things I always had given to me like, have food for me to eat, clothes for me to wear, transportation for me to get to locations I need to be at, ect. I was given one after another, all jokes, till Matt , Janelle, and son , Jeff accepted the challenge of me being there client. To tell you the truth, I have no idea how they do it but they do. I have been in the Military most my life( Sea Cadets) USN Temp Retired, Retired and belong to many Military clubs to present. The accomplishments I take part in to this day is only because of that loving family that knows how to do what they do. Thank you Quintmeyer family. Sincerely, Mr. David P. Bell Sr.

Rex C Am a long time member and very pleased with the way management takes care of our monies. They reduce overhead when needed and expand when appropriate. Rates are very competitive.