The Core Financial Group - San Luis Obispo (CA)

Edward Wong I cannot begin to explain how great of a job Jared did helping me and my wife with the purchase of our home. We just relocated back to the Sacramento area from Washington and Jared helped us make the transition so much easier in what is normally a very stressful process. Jared went above and beyond working with the lenders to ensure we got the best approval possible. The personal level of service and attention to detail that Jared provided was above my expectations and I will refer anyone I know to him any day. Thanks Jared!

Robert Proctor This business cold calls companies office phones implying they are affiliated with your company and "specialize" in your companies retirement plans. Dont do business with people that cold call you at work. They are going down the phone list, have called everyone on my team.

Eddie Rojas I have been with Molina financial services for about 20 years and they have done such a great job with my financial needs and services. I have introduced Gene Molina to several friends and family members and they still continue to work with Gene. His services are the five star Financial group and I will continue to refer them to all my friends and family members that need his financial professionalism and services

George Leavell Robert was fast, professional and found us great loan options at very good rates. I was a little anxious about the loan application process. Robert was there to reassure us and explained everything. He made the process much much less complex and intimidating. Roberts support staff also treated us very well. I have referred many to Robert and will continue to do so! He helped us buy our dream home! Every time we see his signs around town, my wife and I smile! Good professionals are GREAT to find! Robert is a great professional!

Ken Evans I have been very fortunate to work with all 3 brokers at Sweeney & Michel at one point in time or another when managing my portfolio. All have been excellent in explaining, sometimes complicated financial information to my skill level. I especially like the one on one, face to face, or in office interactions. They live by the motto that no question is a dumb question. Their staff is also very friendly and also very helpful in giving me an answer or getting it. I would highly recommend this group for your financial planning needs.