Pacific Advisors - Bakersfield (CA)

A C If youre visiting Nevada City, this is the perfect place to start your trip! The staff are incredibly friendly and knowledgeable—they made us feel welcome and offered great tips for exploring the area. Theres tons of free information available, from maps to insider recommendations, and a selection of cute souvenirs. Its not just a stop—it’s an experience that sets the tone for a fantastic visit.

Nattanicha Zamborelli I had an exceptional experience with Lydia at US Bank. She went above and beyond to assist me with notarizing my trust papers, and her professionalism, kindness, and attention to detail truly made my day. Lydia was patient, thorough, and made the entire process smooth and stress-free. I am very grateful for her help and highly recommend her services. Thank you, Lydia, for your outstanding support!

jazmine jimenez Nothing but great things to say about Lake View Financial . Alex and Rosa have been extremely supportive and helpful with tips on how I can better manage my money. They’re always accesible to me and easy to reach, whether it’s through email, phone call or video call . I appreciate how honest Alex is, he is always looking out for my best interest. Gives me a big peace of mind to run things by him whether that’s looking to buy a new car, renting a new apartment, or simply planning what life throws at you. Very pleased with their services !

Ogden Williams My experience with Monterey Private Wealth has been exceptional. I have been dealing with Cris Cabanillas and operations manager Anne Hepfl for several years now, dealing with a variety of complicated financial issues. My aunt and uncle used Cris’ services for years and he developed an excellent relationship with them, something that wasn’t always easy to do, as they could be prickly and difficult. As they got older and more infirm, Cris’ expertise and care was increasingly needed, and he was always there for them. Now as trustee of their estate I have negotiated a lot of ground that was unfamiliar to me, with Cris and Anne’s help. I have found Cris and Anne to be remarkably honest, diligent and professional. My sense is that not only are they highly skilled and competent in the work they do, they are good people! I live in Maine and have had to travel back and forth to the Monterey area repeatedly because of my trustee responsibilities. In the course of that work, I have met some real scoundrels, and I have also worked with some terrific, trustworthy people. Cris and Anne are solid members of the second group! It’s been a pleasure working with them.