SAFE Credit Union - Placerville (CA)

Crystal Romero Shavelle is amazing. She knows her stuff. I go to her for all my financial and buisness needs from my taxes to my life insurance to a roth ira to starting my business!!!. She has lots of knowledge that helped guide me into my future financial planning . Thank you so much shavelle for all you do for your community . You inspire me girl keep up the amazing work.

Neil Powell Great experience. As a business owner, our situation was more challenging. Ron Shaw did a great job finding creative options to fund our loan, and his regular follow-ups were fantastic. His team of assistants(Cheryl, Kim, etc) did what needed to be done on time, and we closed even earlier than expected. If you are looking for someone who will tell you what you can do instead of what you cant do, call Guild and ask for Ron.

David Phillips Excellent service!

Fran Farrelly As a retired individual I have been more than happy with RPOA for my investments and financial advisor. Their investment strategy they call "invest and protect" is ideal for a retiree who wants a safety net in case of bear market reversals. My advisor is always on call with questions or if issues come up. Great company.

Diana Nunez Things came up unexpected and I need help with my taxes at the last minute. I think we got it all figured out. Thank you for your help. It took a huge weight off of my shoulders.

David Brown ALWAYS PERFECT, And they are setting a Supreme example, every time. Always happy to do any effort on my account. Smooth electronic transactions. I sleep so well at night, not a worry about my account. If I could find a fault, I would share it with you. SINCERELY, DAVID BROWN