Sage Financial Planning - San Diego (CA)

Julia Rock Justin and Jennifer are both delightful to work with! Justin has managed our account for the past two years with great success. They follow up with us regularly and keep us informed as the market changes. The thoughtful cards and gifts they deliver throughout the year are a nice touch, Justin even delivered an apple pie to our house for July 4th! Investing can be overwhelming and scary but Justin Gomez makes it easy to understand and, even better make a nice return. Jennifer is incredibly helpful and friendly. We are so happy to be here!

Teresa Threet Rushing CTS has been doing our family and business taxes for over 30 years. Our children started out as dependents. There now 27 and 30, one living in another state, they both still have CTS prepare there taxes. Once you meet Dave your taking care of. The best feeling all year long. Thank you for taking care of our family.

Kingdom Graphix Amazing customer service and Isabel was amazing with the policy and was very informative and knowledgeable. Thank you..