NorCal Financial & Insurance Solutions - Yuba City (CA)

Terrence Thomas I went here today, 11/3 and it is open and I was out in literally 10 minutes and I had to speak with a banker. Very helpful friendly and professional. Trust me, if my experience was bad I would have no problem saying so! Also, no lines at 12pm

Randy Marsh I had my taxes done by Gary Moran for 15 years until he retired. Gary did an outstanding job. When he left he sold his business and customer list to California accounting. I gave them my taxes in January and in April got a call from a temp that they hired that said that she was working from home in Elk Grove. My taxes were barely completed on time and not done anywhere near as well as before. I ended having a significant payout and discontinued my relationship the following tax year

bare fawker Dean Martin is a very nice and experienced gentleman that can help you with your insurance and financial needs. He loves to talk so have plenty of time in your schedule if you stop in.

Christine Diaz Lisa has been doing our taxes for 20+ years. We live out of state now and still have her preparing our taxes. She is knowledgeable, fair, easy to reach for questions and I cant imagine going anywhere else. I goofed one year and forgot to send her a W-2 and when the IRS contacted us months later, Lisa worked with them to have penalties and interest removed if we paid the missing tax immediately. That alone was worth having a professional do your taxes! We value our relationship with Lisa.

Rachel Bell Transferring all my investments to Ebert Capital was the best decision Ive made. I sold a house right at the beginning of the pandemic and took Bens advice to invest the profit and the gains have been exceptional. This company really does its research and works hard to build your investments, and at the same time maintains a quick responsiveness and caring about clients. With all of the stresses of 2020, my financial investments gladly are not one of them.

Mike G. Vanessa and her team were diligent, attentive, and tireless in their search to help us find the right house for our family. Thanks to her we were able to get an amazing home at a discount on one of the most overpriced real estate markets in history. Rodney went above and beyond to help us find a mortgage program that worked for our family. Hes a true specialist with deep industry knowledge and access. We felt informed and supported every step of the way. We are forever customers of this amazing team.