Raymond James Financial Services - Riverside (CA)

Erika Bua Carson was great to work with!! He was incredibly personable and professional. his responses were very prompt. We were happy with our current policies but knew that he was recommended through financial peace University so we thought we would look into it and compare quotes. He saved us hundreds of dollars on our policies and we even got better coverage that was more appropriate. It was so refreshing to be able to lean on his knowledge so that we were appropriately covered on our policies. I would highly recommend Carson!

Exploring Dimensions 4 All I saw a contractor at this place who said he doesnt want to deal with investors who want to invest less than $150,000. He should have told me that 2 days ago when I made the appointment.

Lauren Stewart We had an exceptional experience working with Sean Mason and his office staff! From the start, he was incredibly knowledgeable, guiding us through the complexities of managing our finances and helping us set up college savings accounts for our children. He explained everything in a straightforward, easy-to-understand way while still providing all the information we needed to make informed decisions. What really stood out was his honesty and transparency—there were no surprises, just clear advice tailored to our family’s goals. We now feel confident about our financial future, thanks to his thoughtful planning and guidance. If you’re looking for someone who is both professional and personable, we highly recommend Sean Mason!

Kevin Coryell I have been a client of Kirk Sheby for 6 years. He has always been very helpful, knowledgeable, and personable throughout our relationship. He has helped me with everything from financial planning, retirement planning, and more recently, my student loan debt. Most importantly, when I call or email him he always picks up or responds quickly. Highly recommend!

Shahram Y Excellent service for the past 9 years.