VG Capital Financial Services LLC - Stockton (CA)

Jenny Schultz We switched CPAs in 2019 and part of that switch was getting true expertise to streamline our bookkeeping. After talking with Zane, it was an easy decision to go with Protea. They are very thorough in their attention to detail, a pleasure to work with and have gone above and beyond, even with the "other" tasks that they manage for me. They really are a dream team to work with and have taken so much off of my plate. I am forever grateful for Zane and his team.

Martian Rabbit We have been with Becker Financial Group since June 2016. Wilko Schutzendorf is well informed and very nice person to work with!! The management rates are very competitive and once you achieve the lowest rate from going over their threshold it stays at that rate for the duration of the accounts! Other great features are quarterly meetings with Wilko and custom trades make working with Becker Financial Group of LPL fun and exciting! With great advise and management, The Becker Group are a viable choice to manage your investments. We are 100% satisficed with the performance of this team.

Joseph Kaskanian As a student and working professional, it’s important to me to get my savings and investments in order from a young age. Stepan and his team of advisors at NYL looked at my entire situation and put together a plan that would help me get to where I want to be in the future. I highly recommend his services to everyone.

Mike Grattidge I cannot say enough good things about John Dausman!! After turning all of our accounts over to John he was able to give us a forecast of our retirement years. He tweeked a few things to maximize our return on investments, he explained where our money would give us the most bang for our buck and how he would be constantly watching the trends and moving things around when necessary, with our approval of course. He keeps us updated with emails or phone calls and now we feel confident that we will be able to retire when we plan to and have financial security. If you are like I was, not really knowing what your money is doing or if its doing all it can for your future - call John Dausman at Edward Jones!! He will take a huge weight off your shoulders and youll sleep better at night.