Wedbush Securities - Santa Rosa (CA)

Coseph Joseph cheats and thieves ensuring people stay homeless and poor.

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.

Nick Postner Dont go there! Today is 3/16/21. I have not received tax return for 2019 or any stimulus checks! Because I did my tax of 2019 with this dude. He should kick out of the business! Non-license scammer!

Kim Puckett Love these two financial planners! Experienced, professional, and smart. They are both wonderful listeners, care about their clients, and have helped my husband and me have a decent retirement.