Monterey Credit Union - Salinas (CA)

Li Jing He This is the first time I have deep discussion with financial planner for my retirement. Phil and Charles guide me through the process to collect all my information and prepared 3 detail investment options to achieve my retirement goals. I appreciate their professionalism and help me understand each options include possible risk, growth potential, and how they earn their money. I feel they are honest and try to help me to maximize my retirement income. I highly recommend them if you are looking for financial planning of your hard earned money.

Ayushmann Khurana Sure! Here’s an awesome review you can use for SB Financial and Sandeep: I’ve been coming to SB Financial for the past 15 years, and I can confidently say that Sandeep is the absolute best when it comes to tax filing and financial services. His deep knowledge, professionalism, and attention to detail have made every tax season stress-free for me. Sandeep takes the time to explain everything clearly, always ensures I get the best possible outcome, and truly cares about his clients. His consistency and dedication over the years have earned my complete trust. If you’re looking for someone reliable, experienced, and genuinely helpful—Sandeep at SB Financial is the one to go to! Highly recommend!