Marysville Finance - Marysville (CA)

Denise Bridgeman My sisters and I own a small company in Northern California. After our father’s lengthy & very expensive illness, we decided to look into purchasing long term care insurance. Our insurance agent recommended that we work with Steve Shapiro, as he was a specialist in Long Term Care Insurance and a trusted colleague. From the time we were first contacted by Steve until the day he delivered us our policies, he was very professional. He returned all calls in a timely manner, he kept all commitments, answered our questions patiently and thoroughly and he made time to review the plan with our tax advisor, who supported our decision to purchase the plan that Steve recommended. As small business owners, the significant tax benefits derived from the company’s sponsorship of the plan was icing on the cake. We are very relieved to now have excellent Long Term Care protection and would recommend Steve without hesitation to anyone interested in Long Term Care Insurance. Denise B., Business Owner

Julie Ricketts Wonderful service so helpful to us learn so much!!!

Annabell Garcia Neuer Luis Rosa is the absolute best financial advisor ever!!! I have been a client of his for 14 years. He has taught me so much about saving, investing and building my financial future. A huge part of my financial success is due to Luis’ guidance and great knowledge. I wouldn’t trust anyone else with my money other than Luis. He looks out for my best interests and guides me accordingly. He is always so easy to talk to and has helped me through these very difficult financial ups and downs. I plan on being a life long client of Luis. Give Luis a chance. I’m very sure you and your bank account will be happy!!!

Kate Poppins Every person was very polite and helpful in the office.