Retirement Investment Specialists - Santa Rosa (CA)

Norman Shoaf I was pleased at the speed, efficiency, and positivity I experienced every time I made contact with the group. I especially wish to compliment Ana Aguilar, who helped me several times and made sure I got the service I needed. She was patient, responsive, knowledgable, kind, professional, and touched base with me frequently to make sure I knew what was going on and what the next steps were. She was excellent on the phone and via e-mail. She is a joy to work with and I appreciate her personally. She deserves much credit and I would welcome the opportunity to work with her again.

Moore Decor Party Rentals Amanda and her team have been lifesavers for my husband and I regarding our personal taxes and then again with the small business we started over 3 years ago. Amanda is very knowledgeable and always willing to take time explaining the millions of questions and concerns I always have. She always makes me feel comfortable and eases any anxieties I have at tax season. I’m so grateful for Amanda and her team. I always recommend Atlas Financial Solutions to my friends and family and I highly recommend them to you, too.