Strategic Financial Services - Pasadena (CA)

Lori Beth Merrill As a fiduciary, I often have new clients who are years behind on their taxes. Mary works in a forensic way methodically and completely catching them up and negotiating with the IRS to minimize penalties and interest. She keeps in good contact to let me know where we are at and her fees are modest. She maintains regular hours and is very affable. Maureen is always a great help in answering questions too! You would be fortunate if she takes you as a client as you can be comforted by her years of experience and knowledge of the latest laws. Mary is the whole package.

ML Jones Very customer oriented, friendly, listened to my needs and executed a plan that fit my needs. Thank you David Jenkins.

Lynn Sturgis We have been customers up here for several years now. We have never had a bad experience at any branch. The Arcata branch (our home branch) staff always has a smile and an answer for any of your banking questions. A manager almost always comes out to make sure everyone is taken care of and happy. We also like their dog of the month program - it lends a personal touch.

Johana Segura Rolanda with Sound Investments is fantastic! I met her through our women’s referral group and have been so impressed with her professionalism, responsiveness, and care. Highly recommend her for anyone needing a reliable property manager.