The Lattig Scott Group of Raymond James - Modesto (CA)

J Vino Excellent branch with phenomenal customer service. Branch manager Helen worked quickly and efficiently to help get my account established. Highly recommend!

Oscar Fuentes Meeting was good. Explained my concerns and what my thoughts were. Brent gave some options and I added what I had to work with and we came to a working conclusion. Thank you Brent.

Marti B. I have worked with Brian for several years. His expertise has been invaluable to my financial journey. He has provided exceptional guidance, particularly in planning for my retirement. A few examples of where Brians guidance truly made a difference include tax planning for Roth conversions and charitable giving with a donor advised fund. After a discussion with Brian, he also gave advice and consulted with me on my individual trust. Brian provided stability for my investments during volatile COVID markets, allowing me to weather the uncertainty with peace of mind. Thanks to his guidance, Ive been able to enjoy retirement more fully and travel without having to check my accounts daily by knowing that my financial future is in capable hands. Brian is a level headed, easy to work with and very accommodating advisor. My portfolio is doing fabulous! I recommend Brian to anyone seeking a knowledgeable and reliable financial planner.

Cara Patten The staff at Tri Counties are the Salt of the earth, truly they make banking feel like an old close friend.

Cynthia Jimenez I have been with Horace Mann for over 10 years- I have Home, Car & Life Insurance. Mr. Maeda goes above and beyond to help when I have questions. If I could give them 10 stars I would- My girls and I were involved in an accident and he was very helpful every step of the way. He helped me file a claim and get my car towed. Every question - I have - He is beyond helpful. I highly recommend Maeda insurance - AS an Educator - the savings and customer service is phenomenal! They are always very polite , professional and helpful!

Scott Griest Very easy to set up an account with them. Also have a great portal to enroll and customer service reps pick up the phone quickly. Happy client.