Karen Loftin They have been the best in guiding through a field I hate...finance. But, due to illness of myself and husband I needed help. Ann Head, realtor, suggested their firm and Ive never looked back. Helpful, kind, concerned...the best!
Vicki Chen Scott has been my financial advisor for several years and I’ve had nothing but a positive experience. He has helped me manage my investments and evaluate the effects of major purchases such as a vehicle and my first home. His office administrator Jeoffrey is fantastic as well. I would recommend this team to anyone!
Elizabeth Sanchez Brenda has been filing my taxes for years now. She is the only one I trust! She is so patient and her customer service is always above and beyond! She is literally the best! 10/10 recommend