My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Very straight, open and knowledgeable, treasure of knowledge! Highly, highly recommend!read more

We have worked with Gary for years now! He's so knowledgeable and honest. He takes care of the…read morewhole family now.

Gary has been a phenomenal advisor and is an absolute pleasure to work with. He and his team are…read moreprofessional, timely, communicative, and knowledgable in all regards. Gary is easy going and not pushy on any topic, which brings a sense of calm to any investment strategy or discussion. Gary is calculated and experienced with his tools of strategy and execution. I enjoy working with him and will continue to refer him to business partners, friends, and family. Thank you Gary.

Clear, concise and professional guidance with regards to my appraisal and questions. Could not be…read moremore happy with Tidwell & Associates. Best in the county!

Just had my taxes done at Tidwell & Associates for the first time. So glad I took my friend's…read morerecommendation. Professional, polite, and personalized, from the front office to the associates. Being a senior, it is great to have this checked off. Very happy customer.

Financial adviser for this location is Garrick Gookin. I have entrusted him with my retirement…read morefunds (no matter how meager), over several years of ups and downs. And I have to say that he has always been there for me even through these trying economic times. This company is always keeping me apprised by phone, mail or email about the latest local and world money issues. Answering questions and making recommendations as needed. Garrick is very wise and knowledgeable about every aspect of the financial world. I'm very impressed at how well informed he is and in return passes this knowledge on to his clients. Even if you don't want to know, because frankly the stock market has been pretty scary these days! But at least his positive attitude and reassurances have helped me to at least get some sleep at night! I'm feeling more comfortable now that my retirement plan is in good hands. (Now if only he was psychic)! There is even a cute and friendly neighborhood rooster that greets you when you approach the office! That must mean good luck, right?

From the owner: Started in Loomis CA under a different name. Changed name to South Placer Wealth Management Group…read morein 2011

Safeco/liberty mutual. Do not honor your policy…read more agents are rude and make up excuses to deny your claim. delayed water mitigation on my home for 6 weeks since atmospheric river of 2/9/24. More rain coming. Get a new policy quickly.

I was looking to buy some life insurance, transfer my IRA, get a 401k for my company and pretty…read moremuch start planning my retirement for the future. Basically all that stuff you're supposed to do when you're ready to become an adult. Am I truly ready to become an adult? I don't know but like they say it's always better to start earlier then later. After talking with some colleagues and friends to find out who they used as their financial planner, Garrett Vanneman came up a few times so I thought I'd give them a call. I'm really happy with my decision of choosing a smaller firm instead of one of the larger companies. I work directly with Garrett, who grew up in Roseville. He's also a Certified Financial Planner, which I've read takes passing a very difficult test to get the certification. He took the time to listen to my goals and checked out my financial situation and was able to help me set up the correct life insurance policies and an IRA. One thing I really liked was Garrett was able to find me a less expensive insurance through my professional work organization then he was able to find on his own. And instead of pressuring me to buy one of his insurances, he told me the other would be a better deal. So I really appreciate his honesty and that he is looking out for me. Other things I really like about their office is they are really easy to get a hold of and they always call me back or email me right away whenever I have any questions. The front office staff of Nicole and Linda are very friendly and always eager to help. Overall, if you're looking for a financial planning service or a company to help with your 401k, I would recommend Vanneman Financial Group for honest advice and great customer service.

Fidelity Office in Roseville - not good customer service experience. My wife and I went into…read moreFidelity Office in Roseville to move funds from an IRA into a cd in December 2025. The female employee that helped us was watching when I logged on to their computer and saw my password. So we needed to switch to another employee and change our password. We set-up 2 cd's and we always ask questions like: interest rate, length of cd, confirm non-callable, and if the cd pays interest monthly or at the end of the term. So the $80K cd we choose paid monthly however the maturity date was different monthly then the date the cd started. CD began on December 17, 2025 - so intuitively you would think on January 17, 2026 we would receive the first interest payment. That was not the case the first interest payment was not until February 1, 2026. This should have been communicated when we choose the cd.

Staff was very helpful and friendly. I like the free treats in the lobby. The gentleman at the…read morefront desk was nice and made an appointment for me. And I felt the gentleman who assisted me with my account was honest and kind.

We had a virtual meeting with James scheduled. When he did not show up after ten minutes past our…read moremeeting time, I called and was told he had run over his time with another client but would sign onto our meeting right away. At 15 minutes late, I ended the meeting on our end and called to let them know, a courtesy that we were not extended. No one called to tell us that James would be late or would need to reschedule, and his administrative assistant confirmed that our meeting was on the calendar for the correct date and time. Things happen, and that is understandable. What is not understandable or acceptable is leaving a client hanging.

From the owner: Retirement is a once-in-a-lifetime milestone, demanding precise planning from the start. Unsure…read morewhere to begin? If you have worries about financial stability, tax regulations, healthcare expenses, and market fluctuations, the path forward can seem daunting. At Bright Lake, we understand these challenges and focus on guiding individuals through the intricacies of retirement planning.

Everyone I met at Peak Finacial was pleasant and very professional. Every aspect of my…read morecomprehensive retirement income plan was presented in easy to understand terms with graphs and computer screens. After every meeting my Wife and I fully understood what was being presented and why. Every question was answered fully along with all pros and cons considered before we made any decisions. There was never any pressure to make a commitment and I felt, if I had the inclination, I could have walked away at any time with a free retirement plan in hand. I did a lot of research online, on the radio, read books, and took classes from other fiduciaries. Peak financial is a top notch company. I hold Mr. Jim Files in the highest regard, he is a man of integrity and a professional.

My experience is good and I'm in the process of deciding it's a lot of information. I just received…read moremy binder and I have a lot to look at. They are very kind and respectful and have taken a lot of time with me.

I seriously doubt you can find anyone better to do your taxes than Peter Gaylord no matter how…read morecomplicated they are. Peter is extremely knowledgeable and professional. He always answered his phone and responded to all emails quickly and in a polite, calm and helpful way. I asked endless questions and he answered them all. He guided me in what he needed so I never worried I was leaving something out. And finally, he was able to file my taxes the first day the IRS accepted them.

Excellent work. Incredibly detailed, professional, super responsive. Really great process…read more We had a very complex tax situation (stocks, K1s, international concerns, etc), and Peter patiently and extremely thoroughly explained how we would handle it, and what was needed. I can't say enough good things about Peter!

First time using FC360 this year for our tax preparation for both our individual and business. We…read morehave been very happy with them. Both Shane and Albina have been great to work with and are very responsive and friendly. Everything has been accurate and thorough. Our taxes were completed quickly and in a timely manner. Definitely looking forward to continuing to work with them going forward.

I highly recommend FC360 tax services to anyone looking. I was a lost and unsure about many things…read moreand Shane made everything so easy and always answers all my questions. The entire staff is always very friendly and helpful