Plumas Bank SBA Loan Office (not a full service branch) - Auburn (CA)

Jon D Kim is great. She does a very good job of identifying areas you can use help either currently or in the future. Shes very good at explaining things using laymans terms and relating to your individual situation, to the point where even an uneducated country boy like myself can understand. Shes very knowledgeable but not smug about it like some of the advisors i have dealt with elsewhere. I highly recommend Kim, If youre looking for somone to help with financial planning.

mariam rashid Matthews financial & Insurance solutions guided me through the financial crisis that may occur after retirement and help me in maximizing my social security benefits after retirement. I do recommend friends and family who are thinking about retiring soon!

jim s Josh and Sarah and Dallas are a great team. They helped us navigate the world of financial planning (which we were clueless about) with patience and professionalism. They listened to what we wanted and what we werent comfortable with and tailored their recommendations to our comfort level, all while educating us on multiple possibilities. They answered all of our questions thoughtfully, and explained topics so we could understand them. They truly seemed to care. We highly recommend them.