Merrill Lynch Wealth Management - Palo Alto (CA)

John Garcia I’ve worked with many financial institutions in the past but Regional Finance was hands down the easy to work with. Daniel as a finance officer was incredible. Guided me through the breakdown of the loan and didn’t try to sugarcoat any of the fine print like most financial companies do. I can’t say anything more on how great Daniel and Regional Finance, I just wish more institutions had the same ethics.

Teresa Threet Rushing CTS has been doing our family and business taxes for over 30 years. Our children started out as dependents. There now 27 and 30, one living in another state, they both still have CTS prepare there taxes. Once you meet Dave your taking care of. The best feeling all year long. Thank you for taking care of our family.

Sina Soleimany Poor service and communication. This occured last year, had contacted this office to set up a 401k. Got absolutely no support and despite voicmails left recieved no calls back. Suffice to say I wouldnt trust them with a penny of my money.

Mike Torchia DelMorgans team started out well in our firms recent acquisition and helped us figure a lot of things early on. Their level of support and communication had been a master class in competence and followed through. Our expectations were exceeded with DelMorgan and their crew