NF Wealth Mangement - San Jose (CA)

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.

pHbonz Ryan has been our financial advisor for several years now. I was always skeptical of getting an advisor and was a do it yourselfer in all matters. My wife started with Ryan first and after meeting him I felt comfortable that he was there for our benefit and was there to really give advice to help our retirement goals. He has a great depth of financial knowledge and how to best apply things to the needs of my wife and I. And he makes great caramel corn. I highly recommend him.