Tina Wells Lee & Associates - Stockton (CA)

Chief Solver Maybe shes just a really busy entrepreneur that needs more assistnace and better structure/organization. But they eventually got around to my file and delivered on everything. Make sure you follow up, Marie and her staff definitely have the knowledge to make it happen for you, but make sure youre in regular contact with whoever is handling your case.

Hoss Cartwright I love this guy! Greg practically vibrates with energy and intelligence. Bob and all the others who work together at O’Donnell have been more than kind, have gone out of their way to help me; even with the uninformed questions I present to them. They have always returned my calls, even when I couldn’t answer. I am planning on having Greg and his team help me organize my retirement; because of this, I know financial worries should not be a part of my future. Thanks again Greg!

Rose Ortiz I’ve had consistently excellent experience with Enterprise Bank & Trust. Monica Dickson is outstanding! Shes professional, knowledgeable, and incredibly responsive. Always willing to go the extra mile, Monica makes every interaction smooth and stress-free. A true asset to Enterprise Bank & Trust—10/10!