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.

Excellent service, very professional and kind. My funds were recovered with minimal effort on my…read morepart. I would highly recomnend and I will use them again if needed

Nicole was very courteous and helpful in the recovery of my lost assets. I felt respected and safe…read morewith her ability to Maintain my privacy and confidentiality. I highly recommend Capital pacific group.

I can't recommend Folsom Wealth Advisors enough! From our very first meeting, Heather made me feel…read morecompletely at ease with her genuine care and sincere desire to help. She's incredibly personable and takes the time to really understand your goals, values, and unique situation. She built a customized financial plan that fits our family's needs, and it's clear she's deeply committed to helping her clients succeed. I spent months trying to find the right fit for our financial planning needs, and I'm so glad we found Heather. One of Folsom Wealth Advisors' specialties is working with busy professionals who are raising young children. Her services are designed to meet the unique challenges we face, from managing competing priorities to planning for the future. She simplifies the process, offers guidance without pressure, and helps us make confident, informed decisions. She's incredibly responsive, thoughtful, and always makes time for our questions, big or small. It has been one year since Heather started helping us, and her services have absolutely been worth it. She's saved us a significant amount of money--especially during this tough economy--and we continue to see high value in her guidance and support. Working with her has been one of the best decisions we've made for our family's financial future.

From the owner: We save you hours with answers to your questions about equity, taxes, retirement, IPOs and more…read more Often people think of budgeting, buying a house, and investing as the three tools to effectively manage your money. We take a goals-based approach to financial planning to consider all the things you want to accomplish, and model out your financial decisions to determine the best course of action. This approach allows you to optimize your financial resources over your lifetime. We specialize in equity compensation and multi-year tax planning, we serve tech professionals and entrepreneurs. As fee-only fiduciaries, we always put your best interests first.

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.

Robert has fast in replying to my request and providing me with the information I needed…read more Unfortunately, he was not able to provide the specific service I required, but his quick response and willingness to walk the extra mile and provide information about who could help me speak about his professionalism and human quality. I am very grateful.

From the owner: Many people think life insurance is expensive and complicated, but that's not always the case! Here…read moreat the Harrison Brokerage, we work with over 30 carriers to find the best rates and policies to fit your specific needs and goals. Believe it or not, life insurance policies can start for under $10 a month!

This guy isn't the one that does your taxes, he sends that off to an online agency. The only reason…read morehe offers a tax service is so he can try and get your investments. I looked into his history after having a bad experience in which we had to file extensions because he wouldn't respond, and I found that he was once investigated for not keeping his accounting up to snuff as required by the state. I should have walked away when I noticed his fake Marine Corps cert on the wall. Sorry buddy, but some summer camp doesn't allow you to call yourself a Marine, that's reserved for real Marines like me. https://dfpi.ca.gov/wp-content/uploads/sites/337/2012/03/Continuum-Financial-Partners-LLC-Special-StipulationSettlement-Agreement.pdf

Amazing service! Very responsive and knowledgeable. I have never felt more cared for and educated…read moreby a tax and legal professional. Chris makes you feel like family and ensures your financial safety. I highly recommend his services and have since referred my family, who are equally satisfied!

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 was interested in refinancing my 2023 year model vehicle to a lower APR and contacted Banking…read moreSpecialist, Daniel Grossenbacher at Provident CU, Folsom, Ca branch. From arranging the appointment to my in-person consult with Daniel, it was an absolute seamless process and one which took approximately 30 minutes to complete. I was able to secure a great APR as Daniel explained all options available, and I left feeling completely satisfied with the outcome. Daniel made the process very easy and was also very professional and courteous. I would recommend Provident CU for all your banking needs and especially Daniel who also followed up to ensure all of my needs were addressed. Great Job!

I do most of my banking online, but was in the areas and decided to visit the Folsom branch. I was…read morehelped by the nicest person, Eric. He was so helpful, patient, and friendly. I forgot to bring the needed paperwork. He offered to print them and helped verify account info I couldn't find on the provident app. He helped me get everything done and explained what to expect next. It reinforces why I bank with provident. Their customer service is the best! Thanks Eric!