1 am delighted with the outcome of my experience with JLS. I greatly appreciate the time I received…read morefrom JLS Business and Financial Services since it enabled me to be responsible. They are unquestionably a great assistance. I will pass along JLS Business and Financial Services recommendations to my friends and family

Its all about helping people to get back on their feet. JLS Business and Financial Services is the…read morereal deal! Thank you for helping me with my problem, I am trully greatful that I've discussed my situation to Tita Lefie! She's been really helpful from step 1 until the very end. JLS Business and Financial Services is definitely a big help, I really love the time that I got from them because it helped me to be responsible and make a better living. I will recommend JLS Business and Financial Services and Tita Lefie to my friends and family. Thank you!

I want to thank the staff at Con Ayuda for all their great financial advice throughout the years. I…read moreappreciate how patient they are in explaining complex topics in simple easy to understand terms. Most recently they help to understand all the different options for a home equity loan and HELOC. They show me the benefits and what was best for my family. Thank you for all their great financial help. I wish the best for you guys at your new location in concord inside Las Montañas.

From the owner: En Con Ayuda, ayudamos a nuestra comunidad a lograr estabilidad financiera y cumplir sus metas…read more Ofrecemos préstamos de casa, bienes raíces, impuestos y préstamos de negocio, todo con asesoría clara, confiable y en español. Sabemos lo difícil que puede ser tomar decisiones financieras en otro idioma, por eso guiamos a cada familia paso a paso — desde comprar su primera casa hasta hacer crecer su negocio. Más que un servicio, somos un apoyo de nuestra comunidad para nuestra comunidad. Nuestro compromiso es más que un servicio: es un apoyo de nuestra comunidad para nuestra comunidad. Cuando uno de nosotros avanza, avanzamos todos.

My biggest annoyance with Mercer is that their portal support is only open until 2 PM Pacific time,…read moreMonday through Friday. This is an easy, probably not very expensive fix. The quality of your service will depend on your specific financial advisor and their support. If you have an inattentive advisor, you should request an alternate.

I had my initial conversation with Mercer today. The gentleman I spoke with was not really helpful,…read moreas i dont currently work with Mercer. Its like when I was in my 20's just starting out with TD Ameritrade and couldn't speak with anyone because I only had 25K invested. Now im in my 60's and have more but because I dont currently have my investments with them they wont give any advice. Just want to know how taking a distribution from an inherited IRA might effect my social security. They wouldnt work with me at T D Waterhouse and Mercer does want to give out any ( free advice ) is what Mr Deskin called it. Glad im with Schwab, the young man I work with there is great. SHWAB EVERYONE

Today, I went to into the office to close my account that wasn't being used at all. Since they…read moredon't have low mortgage rates we were not able to refinance with them so I want to close the account. But Wow, the front desk lady was friendly at the beginning and once she heard I want to close my account. She became mean and unfriendly. Just really shocked how fast her attitude changes And both my husband and I felt like being mentally abused.

This branch has amazingly, friendly and wonderful people. A great place to Bank. Staff are very…read moreknowledgeable and very helpful.

victor with JVM lending was so effective with his communication during the entire process of…read morepurchasing my first home. he ensured all of my questions were answered and was able to complete the closing process with a very quick turnaround and very competitive offers for lending options. highly recommend him and his team!

Working with JVM lending has been a real pleasure, and I cannot thank Victor Flynn and his team…read moreenough for assisting me in this process. This is the 2nd time I have used JVM, and they have provided top-notch service throughout. I would like to give a special call-out to Victor Flynn. In this 2nd time working with JVM, I told Victor that his speediness in my first transaction 3 1/2 years ago made me realize that he was "in like Flynn"--in that he was right on top of getting things moving from the very first day after I had contacted him regarding my mortgage needs. Victor's explanation of my various options this time around was presented in a totally clear manner, and he and his team were available to assist me at all times. I also really appreciate the fact that there was no pressure upon me, as I was not ready to get the move going for 6-9 months after my initial conversation with Victor this time around, and other than 1 or 2 check-in emails from him, there was absolutely no high sales pitch from them, and no "push" or fear tactics regarding the market. I highly recommend Victor and JVM team for anyone who is planning on selling and/or buying a home in the Bay Area. I have no hesitation in giving Victor and his team a 5-star recommendation.

I have been working with Tiffany for 4 years on my personal finances. I can tell you straight out,…read moreI would not be where I am right now without her! I am completely organized with an excel sheet that covers incoming/ outgoing expenditures so that I am set up for recurring items, as well as prepared for one-offs. My credit cards are paid off and I have a significant sum of money in my savings (something I hadn't been able to do before). I have separate accounts such as my "weekly allowance" for things like gas, groceries, movies, etc where I can track day to day where I stand; a Vacation fund, an Emergency account, etc. It's very convenient to meet on zoom on a periodic basis to keep things lined up and flowing smoothly. The relief of knowing where I stand financially on an ongoing basis is priceless! Not to mention that she is such an easy person to work with; smart and experienced beyond general personal financial management.

Where to start? I guess by saying that Tiffany "saved" me, well she saved me loads in credit card…read morefees and saved me from so much stress! My husband had died 2 years prior and I inherited his business and some of his debt, in the grief-fog I had been making the most of those dam credit cards. I was over $100k in debt, multiple credit cards some at 30% APY and my credit score was shot. I had held off going to a financial advisor for 2 reasons - 1. I thought I knew how to get out of debt - cut up credit cards and make payments - simple (wrong). and 2. It seemed weird to spend more money when you're already in debt. But I'm so glad I did! Tiffany and her knowledge and non-judgemental approach was worth every penny (and more tbh). Tiffany provided clarity and a kick up the butt to get my debts down. Not only focusing on what I can do now, but what I can also do in the future to prevent getting in debt again. Its been over 2 years since I first met Tiffany and I can say I am debt free, credit cards are at $0 balance and low APR and my credit score is crushing it! I plan to go back to Tiffany to work on my next stage of financial growth. Do it - you will be pleased that you did!

At this point, I've lost counted how many times we have used Mike and this team with our mortgage…read moreand refinance needs (four times? Five?) But all that speaks to is the main reason why we keep coming back to them: their thoroughness, communication and genuine sincerity to always get us exactly what we need every single time. We cannot recommend Mike and his crew at Bridgepoint any higher!

Bridgepoint Funding was phenomenal from start to finish. As first time homebuyers, buying our dream…read morehome felt like a huge milestone, and their team went above and beyond to make it happen. They were responsive, relentless, and truly had our back every step of the way. We couldn't have asked for a better team. Highly recommend!