The Carter Group - Randy Carter - Auburn (CA)

Jonathan Shade Time and time again, Shannon continues to outperform! I have been here before to help with paying the CDTFA. Now, she’s helping me get caught up on our business taxes. If you need to do your taxes, or you are looking to file for your business, please contact Shannon. You won’t be disappointed!! On top of her patience, professionalism and willingness to make your life better, she also has better prices than other CPA’s in the Merced area.

Brenda Castro Miguel Santamaria is our trusted mortgage broker, guiding us through multiple transactions with exceptional service. His expertise, dedication, and transparency set him apart, always securing the best deals. We highly recommend him to anyone seeking a reliable and knowledgeable mortgage professional.

Jerry Pascoe My wife and I have worked with Tim at Valley Oak for several years now. We really appreciate his in depth knowledge and ability to explain the complexities of investments and provide valuable advice that has helped us plan well for retirement. We highly recommend Tim and his team!