Tri-County Tax Services - Salinas (CA)

Jason Haefeli My experience with Golden State Wealth Management has been nothing short of exceptional. Having a company that cares about your futures and well being makes all the difference. The attention to detail, prospectives, and all the hard work these guys and gals put in shows no boundaries of what they can accomplish for you. With everyone I’ve met, the provide a wealth of knowledge and an expert in the financial world; they will steer you to successful accounts and lifelong partnerships. Golden State Wealth Management is looking towards the future of you and their company. Also, I do not work for them as I am a very satisfied customer. Thanks Golden State!

Johnston Ben I met with Darrel today for the first time. He was referred to me by my father who has used him in the past. GREAT experience, professional and personable, down to business and knows his stuff. I cannot express to people enough how important it is to have a professional advise you on the new changes and filing taxes or accounting in general. I work in the mortgage industry and see mistakes that people make on their own all the time. I would 100% recommend Darrel to anyone I know.

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!