Richard Fogg - Private Wealth Advisor, Ameriprise Financial Services, LLC - Monterey (CA)

Kristy Keusch Been going to jim for years. The number one downfall of owning rental properties is tax season. But Jim never fails us. It helps to know we have a trusted tax guy on our side. I absolutely refer any and everybody I know to him ~Keusch family

Melissa S Polam Federal Credit Union has saved me many, many times; and, I’m not even a member! My credit union is based in Southern California. Many of the CUs here have stopped providing services such as cashier’s checks. Thankfully, Polam is not one of them. The gals who assist me are always so kind and patient. I’ve even learned some Polish! Thank you, ladies for always coming through for me! ♥️