Sequoia Financial, LLC - Visalia (CA)

Alicia Buckner Key Mortgage Group is the best in the business for Humboldt County. Built upon extensive financial knowledge and strong ethical values, plus a pleasure to work with. I recommend Key Mortgage to my clients all the time. Dylan, Kathy, and Callahan are the three I have had the pleasure of working with most.

Preston Cervantes Thank u jose for explaining primerica in the best detail u could im very happy w the outcome and being able to be a member !!! Thank u again jose hernandezand primerica...

Dave Clark Louis and his staff have been very helpful whenever we have reached out or stopped by the office. They are committed to making sure our insurance needs are met. My wife and I appreciate their customer service and expertise.

Marti B. I have worked with Brian for several years. His expertise has been invaluable to my financial journey. He has provided exceptional guidance, particularly in planning for my retirement. A few examples of where Brians guidance truly made a difference include tax planning for Roth conversions and charitable giving with a donor advised fund. After a discussion with Brian, he also gave advice and consulted with me on my individual trust. Brian provided stability for my investments during volatile COVID markets, allowing me to weather the uncertainty with peace of mind. Thanks to his guidance, Ive been able to enjoy retirement more fully and travel without having to check my accounts daily by knowing that my financial future is in capable hands. Brian is a level headed, easy to work with and very accommodating advisor. My portfolio is doing fabulous! I recommend Brian to anyone seeking a knowledgeable and reliable financial planner.

Grant Mayer Worst website, zero technology, long hold times to get spotty customer service. I took over a life policy and if I didnt have to keep the policy in tact, I would never do business with this company again.