Money Bridge: Wealth & Income Planning - Roseville (CA)

Fran Farrelly As a retired individual I have been more than happy with RPOA for my investments and financial advisor. Their investment strategy they call "invest and protect" is ideal for a retiree who wants a safety net in case of bear market reversals. My advisor is always on call with questions or if issues come up. Great company.

Sherry Elias Kevin, Sue and Michael, Are the ultimate professional wealth investors. We appreciate their knowledge base and accessibility… We wish them continued success!!

Jeremy Roberts I heard from others how great this credit union is, and I’m really glad I stopped by. Brenda helped me and was amazing — super quick, friendly, and made me feel totally comfortable right away. I’ve never had that kind of warm, personal experience at other banks. She explained everything clearly, didn’t rush me, and just had a great attitude overall. The whole vibe of the place is welcoming, and it really feels like they care. It’s nice to have a place in the neighborhood that treats you like a person, not just another customer. I’ll definitely be coming back!

Travis Clarke Went to Lake Tahoe Community College with the Sonoma State Womens Soccer team to play a game. The coach and AD greeted us at the door of the Phys Ed building and were great hosts. The campus looks beautiful and is set among giant trees and it looks like new dorms are in the middle of being built. What a cool place to go to college for a few years!

James Please be aware of the scam. This company refuses to move anyone from their calling list and outright said they will continue to do so until you give them your private information and accept their offer. Robo collars and harassment? Sounds pretty consistent with the scams working out there. There are better companies to give your business to. Steer clear of this one.

Deborah Hughes really amazing company. Great advice.

Rebecca Caldwell Tara and her team were incredible to work with. She made the loan process simple and streamlined. Any questions we had were answered promptly and thoroughly and she was so on top of locking in interest rates at just the right time to help us save. Thanks, Tara!