Mark Pratt, Financial Adviser - Pratt Financial & Insurance Services - Davis (CA)

Daniel Hughes We love banking at the Kings Federal Credit Union. Especially friendly with HOA reserve accounts and CDs. Ashley and Janet were so helpful and made the transferring of funds so fast and easy!

Li Jing He This is the first time I have deep discussion with financial planner for my retirement. Phil and Charles guide me through the process to collect all my information and prepared 3 detail investment options to achieve my retirement goals. I appreciate their professionalism and help me understand each options include possible risk, growth potential, and how they earn their money. I feel they are honest and try to help me to maximize my retirement income. I highly recommend them if you are looking for financial planning of your hard earned money.

Gabriel vazquez We were recommended to Jose and Sonia and they make such an excellent team. They are always the best in helping us when we communicate with them, try there best to find what works best for their clients. They work professionally in what they specialize.