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.

Chris and his wonderful office manager Shannon do more than help me with my financials... They are…read morelike family... after an injury that resulted in a disability and I was unable to work for two years... they were so helpful and kind... I never wanted to draw from my retirement until needed... and I was beating myself up that I was so irresponsible... but they never made me feel bad... Quite the opposite... the cheerful cards that Shannon sent always came at just the right time when I needed a pick me up... We need more nice humans on this earth like Chris and Shannon. I'm so blessed to have them in my corner.

Chris is a great guy and an excellent financial advisor. He takes the time to understand how I like…read moreto manage my money, what my financial motivations are, and the needs of my family. I truly appreciate the unique way that he takes all of this information, adds in his expertise, and then helps me make informed decisions about my financial future that are beneficial AND make me feel comfortable. Chris has great customer service. He is easy to communicate with, I never feel rushed when talking to him, he always responds in a positive manner, and I feel like he completely focuses on the topic at hand. All of these factors make me comfortable working with Chris for the long term.

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!

Had her as a guest speaker. Learned a lot! She was engaging and very informative! Definitely…read morerecommend.

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.

Service was absolutely "non-existent." I'm optimistic that this one location does NOT represent…read morethe network of professional advisors that are under the Schwab brand. Folsom, DO BETTER!

I visited this Charles Schwab branch for help with an issue on my account, and Madeleine was…read moreincredible. She was kind, courteous, and even offered me a coffee while I waited. She really knew what she was doing and worked diligently to fix the problem. I'm genuinely grateful they have someone so friendly and helpful at the front desk, especially for customers who come in without appointments. Excellent service all around!

I have been working with Justin for about 5 years. He is a wonderful financial planner for the…read morefollowing reasons: -he educates you on the process of investing your money. He does not try to sell on any particular investments but tries to understand your goals and show you multiple options available -he listens to your goals and desires -he is available to you when you have questions or concerns. I have called him in the evening and he will answer -he is friendly and has taken an interest in my personal life, We've gone and played golf together -he sends his clients to fun events - a one day golf clinic, a Giants game in a luxury suite, river rafting. I recommend going to Justin for your financial planning needs wholeheartedly.

My husband and I have been working with Justin for 5 years and we cannot imagine going to anyone…read moreelse. We trust him implictly with our money, retirement investments and advise on all matters financial. He spends a lot of time educating us on our financial situation and customizes his service to our specific needs and goals. He follows through on what he says and is always very responsive when we call or e-mail him. He is empathetic, kind, honest, and an all-around nice person. We have become good friends with him and his family. We highly recommend him.

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

I am a new owner of a construction business and making sure that all my accounting is in order is…read moreso important. We were referred to Staszak and Company from On Track Business Management and what a great fit! Matthew Winger, Daniel Staszak and Laurie Staszak were happy to answer any questions I had and they always got right back to me. I will continue to do business with their firm and I'm grateful for their help and professionalism!

My husband and I have been using Dan for a few years now. He is the best! It is hard to be…read morepassionate about your CPA, but let me tell you Dan has gone the extra mile and then some for us. We have had some complicated and time consuming decisions to make and Dan has been right there, on Friday night, at 8:00 pm, listening to me panic, missing his yoga class and dinner with his family! AND on more than one occasion! Plus- he is just an easy person to deal with, a true pleasure to work with. I have not worked with the other CPAs in the office, but I have been in the office on many occasions, the reception staff is always welcoming, making us tea, coffee or what ever. When I have had to contact the office the front staff is very accommodating, sending me email information or what ever I need ASAP- usually w/i minutes. Prices have been extremely fair, especially if you need work done that is not simply yearly taxes.

This is such an amazing business Jaime is so nice and respectful I 100% recommend this businessread more

I have 100% trust in Jaime's character, abilities, and expertise. I have known her for over 30…read moreyears; and for me and perhaps you, it's hard to hand your financial business over to someone without being concerned about what could go wrong. I feel incredibly fortunate to have Jaime Barretta in my life, so I can have a guide along the road to financial independence. Thank you Jaime!!

We were referred to Nena 5 years ago by our CPA financial planner. She has proven each year easier…read moreto work with and a better communicator than the CPA firms we had used in the past. Nena has provided help with our out-of -state income and complex investment situations. She is very knowledgeable and will research complex issues to ensure she has the up to date info as rules can change at any time! Since COVID we have used ZOOM instead of in-person meetings; we scan the 1099s and worksheets then upload to her portal. Her "Taxdome" web portal is an improvement which allows us to see past year tax returns and documents we have uploaded. Our past CPAs did not offer easy access to our filings and data. Her rates are reasonable and we never feel rushed. She responds promptly to confidential messaging via her portal. Try expecting that from a CPA! We recommend Nena highly. Her reputation continues to grow; so book an appointment early!

This is my first year filing taxes with Nena and I will definitely be back. The system where you…read moreupload your documents is very easy and user-friendly. It helped things go very quickly. Once I got there, there was only a couple more documents to enter and I was out of there with taxes filed in less than an hour. She's very thorough and makes sure to triple check her work as well as has you double check info as well. Highly recommend!