Ullrich Delevati - Woodland (CA)

Tea Elli Alex, Vera, Casandra, Mia, are such amazing employees. They are very polite & patient with their visitors. I appreciate you all.

Jon D Kim is great. She does a very good job of identifying areas you can use help either currently or in the future. Shes very good at explaining things using laymans terms and relating to your individual situation, to the point where even an uneducated country boy like myself can understand. Shes very knowledgeable but not smug about it like some of the advisors i have dealt with elsewhere. I highly recommend Kim, If youre looking for somone to help with financial planning.

Zelindabeth Garcia ⭐⭐⭐⭐⭐ Marcus Little was my financial advisor and I highly recommend him. From the minute we started our first meeting, Marcus took the time to dig into my financial circumstances and objectives. He helped me get a clear picture of what I had and gave me sound advice on how I could manage my finances going forward. I really valued how Marcus took complicated financial information and clearly explained it in a way I could understand. He was patient, focused, and genuinely wanted me to be successful. I now feel confident I can make good decisions, based on his informed and thoughtful advice. If you are looking for a knowledgeable and trustworthy financial advisor, Marcus Little is the person to contact. Thank you for your service Marcus!