M Guerrero Easy on and off the highway location. The staff was already inside before 9 AM which is when they open.
♿️ Handicap parking in front of the door which was very convenient for me. ATM outside the double doors and inside the double doors. Next to Subway in front of Safeway. Looked very clean.
David gage Karen Crouse and her staff are a talented and quick to respond group. They have always treated my business like it was there top account and I am thankful I was referred to them by my neighbor.
David Kaylor If you are looking for a GREAT financial advisor, Joel Frank at Equilis Group is without a question who I would recommend! He brings a ton of financial and life experience and wisdom to the table. Plus he brings a whole network of professionals that he works with and gives his clients access to. He brings the heart of a teacher to his work with his clients. And the other thing I appreciate is that he is an independent advisor so he is not trying to get you into a certain group of products. Im so thankful I have him on my financial planning team!!
Alex Koning Money has never been an easy thing for me to talk about. Steve takes all that fear, guilt, and mystery out and leaves you with actionable tasks that make you feel empowered. I have yet to have a meeting with Steve where I didnt feel much more in control of my financial future both short and long term. Steve is a fantastic listener, problem solver, and advocate for his clients. Simply put, hes the best!
