Lund Financial Management - Temecula (CA)

Jeff Figone My wife and myself are approaching retirement and wanted to find someone who we felt understood our financial situation but also someone who we could trust with our hard earned investments. Once we started to talk with William Callahan, we knew almost immediately he was the right choice. He asked many questions about our goals and our expectations of what kind of lifestyle we wanted to enjoy. He made us feel at ease and comfortable with his clear explanations and impressive insights. In addition, his personable and knowledgeable staff follows up with all paperwork and questions in a timely and professional manner, they are a true asset. Mr. Callahan and team has made our whole retirement transition manageable, and given us the confidence to retire comfortably and to achieve our goals.

Luis Perez Jocelyn was very helpful, she explained the documents well, the extra insurance options and she assisted me in trying to get a larger loan amount.

Marcia Albright Susanville Ford has been wonderful as our service provider for both of our vehicles over the past years. Friendly and supportive service EVERY TIME!! We know we can rely on them for all of our auto services and really enjoy communicating with everyone who works there. Now with a mobile Ford certified mechanic available to come to our home we are in 7th heaven.