USA Check Center (formerly Check Center) - Chula Vista (CA)

Marti B. I have worked with Brian for several years. His expertise has been invaluable to my financial journey. He has provided exceptional guidance, particularly in planning for my retirement. A few examples of where Brians guidance truly made a difference include tax planning for Roth conversions and charitable giving with a donor advised fund. After a discussion with Brian, he also gave advice and consulted with me on my individual trust. Brian provided stability for my investments during volatile COVID markets, allowing me to weather the uncertainty with peace of mind. Thanks to his guidance, Ive been able to enjoy retirement more fully and travel without having to check my accounts daily by knowing that my financial future is in capable hands. Brian is a level headed, easy to work with and very accommodating advisor. My portfolio is doing fabulous! I recommend Brian to anyone seeking a knowledgeable and reliable financial planner.

Kenneth Henry Jimmy is a great agent and has helped me with my business at every turn when it comes to insurance advise and what I need to expect down the road. We have been working on getting workers compensation for over 6 months and he has found programs left and right for me. I would recommend his services because he is the kind of person that puts his clients first, finding insurance that suits the business owners needs. Thanks Jimmy!