Montana Capital Bad Credit Loans - Antioch (CA)

Jeff Wagner We have been working with the Liberty Group and the financial advisor team for fifteen years. Our advisor is truly invested in developing a strategy and a long-range plan that meets our goals. David, Matt, and the team have the expertise and experience to help navigate the volatility of today’s markets. Matt advised us on our cross-country move two years ago, encouraged us, gave us the right guidance, and set up the appropriate account for our real estate transactions. We are currently working on tax diversification plan. We have also used the Trust and Tax services of Hollander & Hollander and have been quite pleased with the resources and outcomes.

Nikolas Miler Victor is very professional when speaking on the phone, and only wants what’s best for his customers, rather than make you an appointment to come on in, if the problem is solvable whilst on the phone with the customer, he tries his best to remedy the situation to save the customer time and money.

Richard P Earliine is pretty awesome! Shes got a great personality AND she got me a whole bunch back on my taxes. She worked really closely with my bookkeeper (Kathy Reis Bookkeeping) too which was really nice. I honestly am not sure what a CPA should run, but for what she got me back, it was worth every penny... I got back 4x MORE than what she charged me!