Merrill Investment & Retirement Financial Center - Castro Valley (CA)

Lawrence Bakery Curtis and his team are the best!

Gary Cruff John is detailed and knowledgeable in a number of areas. He provides expert advice beyond just picking a stock. Strategies on retiring, saving on taxes, etc. I am very grateful for John and the services he provide.

The Boba Tea Shop Steer Financial Small Business Loans played a very crucial role of turning our Boba Tea vision here in the Imperial Valley into a reality. Vanessa, who is not only the key person that made our transactions seamless but she is a bank of resources and sound counsel. The Boba Tea Shop would have only still be a dream had it not of the collaborative effort, detailed dedication and unparalleled experience that Steer Financial has unselfishly shared. We couldn’t recommend this Financial entity highly enough for a more genuine and client-centered approach that small businesses like us would greatly benefit from. Kudos to the team! We are beyond grateful and blessed witnessing the fruition of this vision! And we are looking forward to more future opportunities and collaboration.

Jon Lang Worst CU or bank I ever dealt with. They are not just non-professional. They lie and perfectly aware of that. Stay away for any cost, especially from their loan and credit card division

Marco A Marquez Highly recommend this business. The owners, Marco and Silvia, are wonderful and extremely helpful