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.

Sal quickly returned calls and messages. He resolved problems as soon as possible. He was very easy…read moreto work with. His staff are pleasant as well.

1 Star - Extremely Unprofessional First Encounter…read more My very first interaction with Valley Pacific Management and Investment was enough to let me know I would never rent from them or trust them with any property I own. I received a call from a representative stating they were taking over management for my mothers rental property and that February's rent was due on the 1st. When I explained that I had already paid the rent through the same app I've always used--because I received an email saying it hadn't been paid--he immediately became rude, irate, and repeatedly talked over me. Instead of having a calm, adult conversation, he was too busy running his mouth to actually listen. He insisted a new lease had to be signed, and even though I clearly said I had no issue signing it, he didn't hear a word because he wouldn't stop interrupting. He then escalated the situation by threatening a Notice to Vacate if the DocuSign wasn't completed by Friday--yet no forms have even been sent. I had to check him on his lack of professionalism and the way he mishandled the information I provided. If this is how they treat tenants on day one, I can only imagine how quickly they'll lose people. Steer clear. Choose a company that knows how to communicate respectfully and professionally, because with this one, you'll be disrespected for absolutely no reason.

Sharon Amick is an excellent Advisor. I am so impressed with her Professionalism and her scope of…read moreknowledge. Whether we are on the phone with her or in her office, she makes us feel as though we are important to her. She truly cares about her customers and their well being.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Let me start by saying, hiring Jacquelyn was the best financial decision I've ever made. I knew…read morewithin the first five minutes of speaking with her I had found what was missing in my life. Trying to understand finances, if it's not your field of expertise, can be intimidating, to say the least. Jacquelyn took the fear out of the future for me. She took care of me from day one. She took the time to really get to know me and what my goals were. I wasn't even sure at the beginning. The nice thing was, it was okay not to know. Jacquelyn works with you to help figure that out. Her level of knowledge and professionalism is unmatched. Her charm and creativity are a welcomed bonus. Truly, do yourself a favor and make an appointment to speak with her. Your future is worth it.

I have been with Edward Jones for many years and moved my accounts to Jacquelyn Wright about a year…read moreago. I was so impressed with her level of knowledge and customer care. Jacquelyn really took a personal approach to get to know me as a person which gave me confidence in the decisions we made for my investments.

This was my 1st time using Klein Insurance Agency and my Experience was Over-the-Top Wonderful!…read more 1) Quick Call to express my Insurance Needs 2) Quick Assessment of Best Insurance Plan with Best Savings 3) Quick implementation -- Literally, 24 hr turnaround to "Peace of Mind"! :) Thank You Phyllis, Ericka and Louie -- For Your Excellent Customer Service! Joy!

From the owner: FREE Consultation! We specialize in providing the most appropriate insurance and financial…read moreinvestments for individuals and business owners. Easily establish your company's retirement plan to comply with the new law. Insurances: Life - Medical - Dental - Vision- Long Term Care, Retirement Planning- IRA, SIMPLE IRA, 401(k), 403(b), Managed Accounts, Stocks, Bonds, Mutual Funds, ETFs, College Funding, Inheritance planning, Estate planning. Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

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

Angie Garibay was absolutely great to work with throughout our home loan process. She was…read moreprofessional, thorough, responsive, and made everything smooth from start to finish. Most impressive, she was able to close our file in just 7 days. We truly appreciate her hard work and would definitely recommend Angie for your real estate and home loan needs.

Working with Angie has been an absolute blessing both professionally and personally. She is not…read moreonly an incredible broker but also a powerhouse businesswoman, a woman of God, and a true friend. Her integrity, dedication, and unwavering faith are evident in everything she does, and it's inspiring to witness. What sets her apart is her commitment to making the home-buying process as smooth and stress-free as possible. She handles in-house loans, which means everything is done under one roof, making the entire process faster, more efficient, and more personal. You're never just a number to her she truly cares about every client and every transaction. She's knowledgeable, hardworking, and always goes the extra mile to ensure her clients' needs are met. Whether you're a first-time homebuyer or an experienced investor, she brings wisdom, clarity, and honesty to the table. She operates with a rare mix of professionalism and compassion that makes people trust her instantly. It's not every day you come across someone who can be your broker, mentor, and spiritual encourager, all in one. I am beyond grateful to work with such a phenomenal woman. If you're looking for someone who will fight for your best interests and do it all with grace, prayer, and purpose she's the one.

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.