SVB Financial Group - Santa Clara (CA)

Ezmy We use CM&M for our bookkeeping needs as a local non-profit. They are extremely polite, professional and efficient. HAF directed us to Tirzah back in 2019 and she has been an asset to us ever since. Extremely recommended.

Judy Ereno This is a very welcoming environment and the loan process was NOT an anxiety-stress process with the employees walking through each step with you.

Jeff Arnold Had to call many times on different days to get someone to answer the phone.

Crystal Thomas Mistes ability to effectively support her clients financial goals is a commitment she makes for life. My childhood friends mother worked with Miste and she was supportive through the loss of their mother and even took time to attend and help at her funeral. In a business that can be cold and confusing Miste brings a personal touch with her passion for what she does. She will work hard to make your goals become a reality and builds lasting relationships with clients that are invaluable.

Josh I can’t tell you how great Kathy is. Always helping, understanding, and genuinely cares about the customer. If you’ve ever called up and got her on the line you know this review is the truth. 5 stars.