Robert Elmer did a great job for us. Easy to work with and very understanding. It a real shame that…read moreSchwab merged with TD Ameritrade, then shut the office down. Pissed me off. No notice, or options. Guess will be looking for a new broker.

Robert Elmer, our Scottrade consultant in Redding helped us make the move from another brokerage…read moreand he has been there for us whenever we've needed him. We highly recommend Scottrade for their low fees and high level and quality of service.

I've been visiting Rachel once a year for the past 10 years, it's been a pleasure to see her branch…read moreout on her own, knows what she's doing! I've even been able to call with questions through the year. Tax time is a stressful year and she always has a fidget available for your nervous energy! She's very kind, patient(I am unorganized) and professional! If you're nervous about a home office don't be it's extremely organized and inviting. She's reasonably priced and you'll be in good hands!

If you are looking for an experienced EA, who stays updated with the current, annual tax laws to do…read moreyour tax returns/forms for your business, or personal, Rachel will get the job done -thoroughly. Rachel's expertise has dealt with our small family business for years, she is always happy to clarify any questions, goes over all documents, and will make time to discuss any of it, if needed. I appreciate her flexibility during tax season, she schedules appointments to accommodate odd working schedules- like ours in the past. We've always felt at ease in her office, a lot of it is her genuinely kind nature, and always greets us with a friendly smile. I highly recommend Rachel's Kingdom Financial & Tax Services, you will not be disappointed.

We have been using Stifel Investment Services for about 2 years for our companies Simple IRA plan…read morefor my employees. We continue to use her services as she tends to everyone's individual needs and her knowledge in her industry. She makes us all confident in our investments and we happily would refer her to anyone.

Ann Marie knows her stuff. I was amazed at her level of professionalism and knowledge. If you're…read morelooking for financial planning advice look no further. The meeting I had with her was a real eye opener for me.

Tiffany and her staff, especially her Senior Office Administrator, Stephanie have been such a…read morepleasure to work with. My mom passed away in April and I had no idea what to do with her investments. They have spent several hours on the phone with me and even conferencing in the other financial professionals involved with my mom's estate so that I can be better educated and make sound decisions on my retirement plan.

Margy is absolutely wonderful! She had us in and out in twenty minutes. We never could have done…read morethis without her! She knows all the best insurance plans! So terrific!!!!!

Navigating all the options when approaching Medicare can be very confusing. TV adds promising the…read moreworld of services and advertising in the mail overloaded me. I found Margy and liked her straight forward approach to Medicare choices. I asked a lot of questions and many directed toward future Customer Service after I choose plans. She answered all my questions straight forward and did not avoid any direct answers. No giant call center and no pressure tactics. Just friendly help with back up staff when needed. She got me all set up with my Medicare choices and prescription Part D too. All the options offered to me are specific to my residence area and she will review with me as needed. I can travel with confidence that my plans will support me in retirement. I like the fact that she represents almost all companies and doesn't push one carrier who she tied to like many big companies. There was never a worry that my coverage would not be effective in time as she is always in contact so I know I am in good hands.

I appreciate always knowing that State Farm is knowledgeable and able to answer all my questions…read more Insurance Agent Arthur Hover has been a wealth of knowledge in understanding which policy is best for me even though when my circumstances change.

I just spoke to Arthur about Life insurance since I'm getting married this year. He did such a…read morewonderful job answering all my fiancé's questions as well as the ones I had. That made the process so easy and smooth. I'd recommend him to all my family and friends!

As 1 of the Managers at Bankers Life and Colonial Penn, I am pleased to help and assist in any way…read moreI can.

As an agent with Bankers Life and Colonial Penn, I'm proud to say we're here to help.read more

William Woodford is an amazing lender, from beginning until end he kept me informed through the…read morefull process. He processed all of my paperwork quickly despite being very busy he hustled and got things done. US Lending is fortunate to have him. I have worked with other mortgage companies locally and they don't even compare. Thanks again Bil for going above and beyond for me I really appreciate you!

Dennis and Diane Black are some seriously top-notch brokers!!!…read more After failed attempts with other broker leads over the past year (And lost friends over it...) the Black's saved the day. We worked with them weekly over the past 7 months to ensure we purchase not only the right home for us and well within budget... but also to learn the ropes of buying a home since this was our first. This team was patient with all the questioning and yearning to understand the process even if the same question came up multiple times. They truly made us feel comfortable along the way and with the process as a whole. They communicated frequently and are the easiest company to get a hold of. They kept their commitments to us and strived for perfection. They managed to find us the best rates out there and when shopped against along the way, remained to be the unbeatable low. Through about 4 different contracts they kept us in the loop and when we finally bought, worked with the lender to ensure we did not get the shaft. They are among the FHA loan experts and it showed. We will continue to pass their name along and I am sure will be using them in the future should we choose to buy before they retire!