Tina Wells Lee & Associates - Stockton (CA)

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.

Jay Singh Not only is this place amazing if you need a quick loan, but also two of the nicest people in the world at the front desk to help you out. Amazing service with a smile every time, I love this place.

Miranda Mize I had the best experience! Chrissie was absolutely amazing and so helpful!! Thank you so much Chrissie&Henry! You guys create such a comfortable atmosphere

Marie Basinger Run dont walk... Run as fast as you can away from this company. I invested most of my money into supposedly conservative investments. These people do not know what Conservative means. Every bit of advice was incorrect. I counted on them and when they got all that they could and there was nothing left (or they think there was nothing left) they stopped communicating. Yes every time I had a concern about how my money was doing or I questioned if it were really safe they would come back with high pressure rhetoric and I would just get disgusted and say forget it. Well, I finally took what I could out of their "incapable hands" and the rest I just consider a loss. Even in the downswing of this economy they kept telling me to leave it it in and that it was the best time to invest. Maybe for them. I prefer taking care of my own money in the future and because of this company I will never trust another Financial Adviser as long as I live