U.S. Bank – Wealth Management Banker: Samuel Rodriguez - Napa (CA)

LaShae Clunn RAVE to Edward Morales at Rise Credit Solutions on his guidance for bettering my credit. He was quick to respond to my questions, reviewed my credit reports and gave me great insight and recommendations to paying off debt. I would highly recommend Edward for any credit guidance! Thank you, Edward!

Julie Ricketts Wonderful service so helpful to us learn so much!!!

Julia Sherburne I cannot say enough good things about working with Chalitda Hughes. Over the years we worked with a number of First Command advisors and felt like we were doing good things for our financial future, but we didnt have a good picture of everything we could be doing. Then we got matched with Chalitda and now I feel so confident that we are doing everything we can to prepare for worst case and best case scenarios for life while were young and for retirement. She is a dream to work with. She loves what she does. She gives amazing advice. And she really likes to see that her clients are set to meet all of their goals. My advice - Dont sleep on the opportunity to have her as your advisor while youre in Monterey.

John Clark The staff at smartcpa is awesome! Mohanad, my accountant, is professional and helpful. I’ve been with him for years and he never disappoints. I have referred many of my friends to him and they are also pleased with his professionalism and dedication. Would recommend!

Silvia Garcia Financial services

KishaMichelle Zamudio I asked for a financial planner not a life insurance agent