Raymond James - Palo Alto (CA)

Becky Reece I have used Eureka Payments for a number of special events and we have always had great service. Recently, they went above what you would expect. I got our terminal and brought it to where we were going to use it. After plugging it in, I had trouble getting it connected to the WiFi. I followed the troubleshooting guide, but it still wouldnt connect. I went back to Eureka Payments to find out what the problem was. Rather than just telling me what to do, Scott from the office, went out to the site and stayed there until he got my credit card terminal working. I was so happy with the service. We had no other issues with our terminal.

Cristina Caruso Lissa has been doing our taxes for years. She knows her stuff, is very friendly and quick to reply. The staff is great and very knowledgeable.

Jerry Pascoe My wife and I have worked with Tim at Valley Oak for several years now. We really appreciate his in depth knowledge and ability to explain the complexities of investments and provide valuable advice that has helped us plan well for retirement. We highly recommend Tim and his team!