Uyematsu Alan K CPA - Watsonville (CA)

Krys Call Greg Hale was friendly, kind, altruistically-minded and found out exactly what I needed to know. He is a good person who is a broker who will put your goals and preferences first.

Fred Ortanez Spoke with a banker/employee named Alexander Sanchez, and he was wonderful and polite. Even though his computer stalling and delaying while he was starting our application for a loan; he was very detailed and informative on our account. He worked through his lunch I believe even his manager was mad he didn’t take his lunch, but he was committed to complete our application. I wish more bankers were like him. A++ service in my book. I hope all Patelco branches have their employees put customers first too. Makes us feel appreciated. I feel so bad for the employee. His management was adamant on him rushing the process, but he was great in every way. And we opened a checking and savings account too just because he was so very kind and understanding.

Gail L My husband and I have worked with Schneiders, including John, Wanda and the rest of the team for many years now. They came highly recommended by close friends. I trust Johns advice and expertise explicitly. His guidance in planning for retirement and keeping our assets growing and safe is invaluable and I recommend Schneiders to anyone in need of financial advice and management.

RUSSELL MARNE Hands down the best. I have used Paul’s services for years and can attest to the fact that he is knowledgeable, professional, and on top of all changes in the tax codes. I have referred many friends to Paul over the years and they are still my friends.

Dan Love Mike Sullivan is my go to guy for handling my finances. I know that my retirement or any other investment I have is safe in his hands. Not only is Mike great but so is his staff. They are always very friendly, extremely competent, and on the ball. I highly recommend these folks, and there is an aire of excellence as soon as you walk in the door!