Santa Cruz Community CU - Watsonville (CA)

AlycinLorayne Corte Jeff, or Jeffrey- he’s an honest man with over 25 years experience in the business of finances and he makes everything make sense. A lot of the financial world is hard to understand, there’s a lot of options and ways to go about planning a future, especially when you have kids. But he takes his clients seriously and makes sure you are equipped with all the understanding and knowledge you need to make smart moves for your future. 10/10 would recommend this guy.

Janet Thomson Erik Wolfers is a godsend. He is passionate about providing expert financial advice to people of all income levels, believing that the average person should be able to get the needed support to save for retirement. I have worked with him and taken his advice with my investments. He is patient with explaining his approach and will take the time thats needed to make sure you understand the options and why he recommends a particular approach. I highly recommend working with him and his team!