Raymond James - Ventura (CA)

scott anderson Andrew spent all the time necessary to really explain all of the details of the various plans and what would work best for me and my family. We felt very comfortable immediately and look forward to a long relationship with him and his firm.

Gabrielle Geise Evan is an absolute pleasure to work with! He has been instrumental in assisting both my husband and me in organizing our finances, enabling us to optimize our tax returns. I wholeheartedly endorse him for anyone in need of a talented CPA. Gaby Geise Real Estate, DRE#02008214- Serving Santa Cruz County