Sierra Central Credit Union - Auburn (CA)

Diane Sigua Staff Teresa was personable and efficient -- made our bank visit pleasant and hassle-free.

Dolores Leon Love preview!!

Gary Merrick I cant say enough great things about Joseph at Abundance Wealth Planning! Having previously worked with 4 financial advisors, interviewed others, hearing plenty of stories from friends and family, and doing extensive research, I have a pretty solid understanding of the financial advisor/wealth planning world. Once you get under the hood, it aint pretty! And that machine is built to make themselves money, period. Anything you gain is mostly incidental. Joseph has structured his business without any conflict of interest, so he works to benefit YOU and only you. With that unbiased view, Joseph has helped us decide between multiple investment scenarios that no "regular" advisor would be capable of handling, and has provided insight that we hadnt considered. He is helping us to achieve our life goals through our finances. And the unique approach he provides is addressing our feelings about our finances and the decisions were making, and connecting us to the bigger picture rather than the one size fits all approach that is so common in this industry. I highly recommend Joseph at Abundance Wealth Planning!

Jose Covarrubias I had a business consultation with Ruth at Americana Tax and Financial Service, and I can confidently say she is one of the most dedicated professionals I’ve ever met. She brings a wealth of knowledge and experience, but what truly sets her apart is the way she puts her heart into everything she does. Ruth doesn’t just provide advice, she takes the time to fully understand your needs, research the best solutions, and guide you with the most accurate and helpful information. Her commitment to excellence is unmatched. She approaches every situation with care, making sure no detail is overlooked. Whether you need tax services, financial advice, or business guidance, Ruth is someone you can trust to give you her absolute best. She genuinely wants to see her clients succeed, and that passion shines through in every conversation. If you’re looking for top tier service from someone who truly cares, Ruth is the one to call.