Stifel - Oroville (CA)

Alla Kaluzhny We have been clients of Danny Michael ever since we started exploring our retirement plans and options. It was about ten years ago, a while before Danny created his company, Satori. Satori stands for sudden enlightenment and wisdom, and Danny abundantly represents these qualities in our view. He is trustworthy, impeccable with his word, highly ethical, and experienced. He always gives sound advice, and we trust that it is in our best interest. If you are looking for a straightforward, well-qualified financial advisor and want to plan your carefree retirement, we recommend you make an appointment with Satori.

Christopher Jordan juan was stellar. helped me in a pinch and then when there was an issue on the bank side he fought for me and got my money sorted! great branch in a great little town.

Tyler M I was told by a this company soliciting as a lending company to complete an application for a loan to get the process started. I purposefully didn’t complete the entire application so I could be certain the company ways legitimate first and I could have a conversation with a representative about my loan options, rates, etc. The company was very fast to run a “hard credit check” without proper documentation of consent and then very bad about communication afterwards. After tracking down a representative of the company to request information I was told the application wasn’t a “real application”. I requested information from Lee, the person whom I was told responsible for the hard credit check that wasn’t given permission and they refused to talk to me. It’s very possible this company gets a kick back from running credit checks. Do not even give them your name or address. This feels like a predatory company.

Yo Lara He is a Nice guy at the first moment!!!! But he is not a trustily guy believe me

Jessica Rivas Jaime I’d the best tax man I’ve ever had. I recommend him to all of my friends, family, and associates. Jaime is an intelligent, kind, and fair man. Call him to make an appointment.

Janet Michal Started working with Greg about 15 years ago. He got us through the kids education, several life changes, and we are now very comfortably retired. He is helpful, knowledgeable, and effective, and on top of all that hes a really nice person. Highly recommend.

Joe Iacovazzi I have known Brent Herrera through a referral networking group for about a year and have heard the type of service he provides his clients. Even with that knowledge, my wife and I were absolutely blown away by Brents service to our needs in getting us coverage for a Term Life insurance policy. This was a challenging case due to health issues in the family. From the initial request for documentation, to medical records requests, to underwriting, to final decision (approved!), the process began in October 2022 and finalized in March 2023 - nearly 6 months... and Brent was by our side every step of the way. He facilitated all outstanding requests and clarified questions on our end so that we were ensured that everything requested was properly completed and accepted. Whether youre in need of a new policy, need a review of your current policy, or just want all around education on life, disability, and/or long-term care insurance coverage and benefits, look no further and get in contact with Brent Herrera TODAY!