UBS Financial Services Inc. - Roseville (CA)

Carlos Guevara Zoe was a lot of help help my wife and me to get set up fast and easy

Kurt Pethick Estate Planning Retirement Planning Insurance Planning Financial Planning

Edward Wong I cannot begin to explain how great of a job Jared did helping me and my wife with the purchase of our home. We just relocated back to the Sacramento area from Washington and Jared helped us make the transition so much easier in what is normally a very stressful process. Jared went above and beyond working with the lenders to ensure we got the best approval possible. The personal level of service and attention to detail that Jared provided was above my expectations and I will refer anyone I know to him any day. Thanks Jared!

Lori Beth Merrill As a fiduciary, I often have new clients who are years behind on their taxes. Mary works in a forensic way methodically and completely catching them up and negotiating with the IRS to minimize penalties and interest. She keeps in good contact to let me know where we are at and her fees are modest. She maintains regular hours and is very affable. Maureen is always a great help in answering questions too! You would be fortunate if she takes you as a client as you can be comforted by her years of experience and knowledge of the latest laws. Mary is the whole package.