Valley Oak Credit Union - Tulare (CA)

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.

Calli girl This year tax experience has the best out of all the years Ive been doing them . Its all because norella she is truly the best . She does her job well. And listens and answer any kind of question you might have . You have went over and beyond. I hope Jackson Hewitt knows how lucky they are to have an employee like you. I look forward to doing my taxes with you next year. Thank you for being amazing .

Josephine Franz Tony was amazing and very helpful. Will always use him!