UBS Financial Services Inc. - Riverside (CA)

Cynthia Valle Stella is a very knowledgeable bookkeeper and she’s very reliable. I am also a bookkeeper and she helped me with my Quickbooks setup and business. She encouraged me to get certified in Quickbooks and helped me to pass the exams as well. Her clients are very pleased with her work and professionalism. She will also help you and your business on how to save money by reducing tax expenses.

The Boba Tea Shop Steer Financial Small Business Loans played a very crucial role of turning our Boba Tea vision here in the Imperial Valley into a reality. Vanessa, who is not only the key person that made our transactions seamless but she is a bank of resources and sound counsel. The Boba Tea Shop would have only still be a dream had it not of the collaborative effort, detailed dedication and unparalleled experience that Steer Financial has unselfishly shared. We couldn’t recommend this Financial entity highly enough for a more genuine and client-centered approach that small businesses like us would greatly benefit from. Kudos to the team! We are beyond grateful and blessed witnessing the fruition of this vision! And we are looking forward to more future opportunities and collaboration.

Robert Gonzalez [Raymond Lopez has moved to LPL - I thought I should update this - I cant figure out how to remove it] I have to admit I was really impressed. I didnt believe an investment advisor could show me what to do that was really in my best interest, but Ray makes sure that he does. I also didnt know that financially complex ideas could be explained that easily for me to understand. I am glad I made that appointment.

Pako Lerma Samy did it! Got me the best possible loan option and made it fast and hussle free. 100% recommend.

Chris Escover Awesome

Nikki Brisson Working with Alison as my debt consolidation loan officer has been an absolute relief. She was professional, knowledgeable, and extremely patient in walking me through the process. She made sure I understood all of my options, answered every question thoroughly, and always made me feel supported. What stood out the most was how attentive she was to my situation she genuinely cared about helping me find the best solution for my financial goals. Thanks to Alison, I feel confident and secure moving forward. I highly recommend her to anyone looking for guidance with debt consolidation.