Vivian Oaks Keeping track of our financials with Brian. He makes sure were doing ok and encourages us in keeping our money safe and growing. Brian is a great guy - so nice to work with someone we can trust to keep us comfortable in our retirement.
Jeff W Needed some help with loan payoff notarization while in AZ. The team was very helpful, especially Rick who went out of his way to get it done for me in a very quick manner. You dont get that kind of service at the big banks.
