Nick Seifert - Financial Advisor, Ameriprise Financial Services, LLC - Visalia (CA)

Eric Bryant I needed help purchasing a truck from my brother. I decided to go to Travis, due to me getting a referral. We were helped by, Carmen and she was fantastic. She helped with everything we needed, answered all the questions we had and we completed the loan in a timely matter. I would highly recommend using her as a loan agent anytime. Honest and straightforward. I was very pleased with service.

Grant Mayer Worst website, zero technology, long hold times to get spotty customer service. I took over a life policy and if I didnt have to keep the policy in tact, I would never do business with this company again.

Peter Marshall TLA Tax Preparer was Fantastic! I started my business the last year and it turned out i had been doing all the bookkeeping wrong. Terisse came in fixed everything and didnt just make sure I got all of my deductions, but went through several times to ensure I got everything I could. Will definitely recommend.

Juanita Lopez Honestly, look no further. David and his Team are absolutely amazing at what they do. I think what makes them more special is that they love to help out people in need and I can grasp theirs genuinely by my own experience :) Taxes can be frightening, but with David Martinez, youll be put at an ease of mind knowing youll be taken care of!!!

Jorge Encinas Castillo Helped me when I needed it. Interest was high but took care of what I needed and paid it off early to save some cash.

Alla Kaluzhny We have been clients of Danny Michael ever since we started exploring our retirement plans and options. It was about ten years ago, a while before Danny created his company, Satori. Satori stands for sudden enlightenment and wisdom, and Danny abundantly represents these qualities in our view. He is trustworthy, impeccable with his word, highly ethical, and experienced. He always gives sound advice, and we trust that it is in our best interest. If you are looking for a straightforward, well-qualified financial advisor and want to plan your carefree retirement, we recommend you make an appointment with Satori.