I appreciate the professionalism of SB Planning and their attention to every detail. It's vital to…read morehave the utmost trust when it comes to planning my financial future. I can trust SB Planning and confidently refer others to them.

SB Planning is an excellent company who puts the clients needs first place. Steve and Paula are…read morevery knowledgeable in financial planning, but they are also kind people. They have demonstrated their professionalism to us by their honest assessment of our situation. We made important financial decisions (with confidence) because of their guidance.

John knows what's what when it comes to finances. He helped me figure out an IRA and a plan that…read moreworked for me. Especially when I said I didn't want to invest in businesses that supported immoral acts (porn, alcoholism, gambling, etc). He was able to point me in the right direction and get all the kinks worked out for me. Wow, was he knowledgeable and trustworthy. If you haven't been to see him yet, then what are you waiting for? Financial advisors don't get more honest or trustworthy than this.

From the owner: Have you recently received a large sum of money due to inheritance, life insurance proceeds or…read moreretirement? Give us a call and make your life SIMPLE, CLEAR and EMPOWERED. 209-339-1825

I've been a customer for many years these people are great recommended without reservationread more

From the owner: Our Commitment Our…read morestaff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you pursue your dreams. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach.

Great company with Amber being a top notch agent and always friendly, helpful folks online, phone…read moreor office. We appreciate Amber's expertise and caring. Highly recommend.

More responsive than the last EJ FA I had (Joel - on March Ln.) Great off. admin. too (also un like…read morethe EJ off. on March Ln. - in Stockton)!

I'm in the process of setting up a life insurance policy for my husband and then I'll be opening a…read moreself employed retirement account. I'm working with Charles and he's so very knowledgeable. Do yourself a favor and contact them! They can help you with all things finance.

I feel truly blessed to have connected with Dale years ago when I was searching for a financial…read moreadvisor. He is professional, supportive, and personable. I truly appreciate his guidance and him helping me explore my short-term and long-term investing options. Dale's team as a whole is wonderful! They are always so welcoming. They are responsive via email, phone and in person. I feel at home with them, which says a lot in the financial world. I give my highest recommendations for Dedicated Financial Services.

Jeremy Lenser is the Financial Advisor at this location. What can I say? He's great!!! My family &…read moreI have known him for years. He's very trustworthy & takes the time to listen to your financial needs. You will never feel any pressure when speaking with Jeremy. He is very knowledgeable & can educate you along the way. Stop by & say hello. His door is always open (during regular business hours) for walk ins. --Very nice & clean facility!

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

I own a franchise location - Michelle handles all my bookkeeping so that things run smoothly…read more She's expertly tasked in the system we use but also knows Quickbooks like the back of her hand. The value she gives the the amount she does is second to none.