Mark Vivian - Raymond James - Hollister (CA)

Cassandra Plascencia It’s a nice branch close by work for me but the ATM is always down.

Tom Parker TreeStar Solutions has been doing my taxes for the last 5 years and this office is friendly, easy to communicate with, and efficient. I feel quite confident in their work and appreciate how responsive they are to questions. Ill be doing my taxes with TreeStar Solutions for as long as Im paying taxes ... and what is that old saying about taxes?

Lindy Adolph My husband and I have utilized the services of Portia White at Whelan Financial for over a decade. We deeply value the work that Portia does for us and for the relationship that we have with her! Portia developed our retirement plan, with our input. She has provided us with so much information and education related to our finances. We completely trust her, and the entire Whelan team, which is a great source of comfort! We highly recommend Whelan Financial, without reservation!

Shane Michael A friend recommended this and so far the apps been great. It doesnt just help you build credit, it teaches you how. I know more about credit scores and how they work than I probably every would have otherwise. Highly recommend.

Joe Iacovazzi I have known Brent Herrera through a referral networking group for about a year and have heard the type of service he provides his clients. Even with that knowledge, my wife and I were absolutely blown away by Brents service to our needs in getting us coverage for a Term Life insurance policy. This was a challenging case due to health issues in the family. From the initial request for documentation, to medical records requests, to underwriting, to final decision (approved!), the process began in October 2022 and finalized in March 2023 - nearly 6 months... and Brent was by our side every step of the way. He facilitated all outstanding requests and clarified questions on our end so that we were ensured that everything requested was properly completed and accepted. Whether youre in need of a new policy, need a review of your current policy, or just want all around education on life, disability, and/or long-term care insurance coverage and benefits, look no further and get in contact with Brent Herrera TODAY!