Retirement Investment Specialists - Santa Rosa (CA)

Tamara Fox I was relieved to find emergency loans that were approved quickly after my car broke down without warning. I received the money quickly enough to have my car fixed that same day, and it seemed like the company recognized how urgent my situation was.

Tom Faulk The best financial advisor Ive ever had over the years!

Deb Monday, 09/15/2025, began as a horrible day! There were 3 fraud account(s) posted on my account, which left me in the negative. I was frustrated and upset because I did not think that this would get resolved immediately, amongst other issues. Clovis’s Branch Manager, Andrea West helped me, and saved me! She was wonderful! Although, it was confusing to me, she knew her stuff, and explained to me what she was doing every step of the way! Prior to her helping me, I was considering changing to another Credit Union. Andrea did a great job, and I would like to thank her for everything, and this is why I’m posting a review!

Veronica Tapia I very satisfied with the service. They have a great customer service.