Beware! You may lose your life's savings here! We lost a huge chunk of our portfolio within…read moremonths. This firm advertises "active management" when in fact "active management"appeared to be like going to a casino, placing a bet, and hoping for the best, all the while loosing money and charging for their services. When questioning what was happening to our savings, were told, 'Either this investment is going to go well, or be a failure. We'll just have to wait and see.' Not only do you risk loosing your money, you will be paying a monthly "management fee" for services. This is not a way to preserve capital or gain wealth! WealthGuard makes trades through Ameritrade Institutional, and we urge you to check out WealthGuard Advisors on Ameritrade's Trusted Brokers page. You will not find WealthGuard listed. We found attempting to track what was happening with our money on Ameritrade's Advisor/Client website to be cumbersome, if not impossible to understand. When questioned about statements, even WealthGuard struggled to make sense of Ameritrade's statements. Ameritrade's personal website may be user friendly, but we found the Advisor/Client site not to be so. WealthGuard's cavalier handling of our funds is proving to be a devastating and costly experience.

Robert was fantastic. He was thorough and efficient, while spending over 90 minutes explaining my…read morehealth insurance policies. His customer service is stellar and I would recommend him to everyone. Great job!

I highly recommend Robert Lenoil for your insurance needs! Robert is kind, helpful, professional…read moreand accommodating. For customized help with your insurance needs, give him a call today! He is the bomb.com!

Great crew, always on it! Wouldn't trust my money with anyone else. Very clear with what they're…read moredoing and no need to worry about correct choices being made.

Garrett (and his team) are an excellent resource for sound advice about your financial health. They…read moreare very responsive, knowledgeable, and have steered us right over the last few years. Garrett helped us develop an strong plan for our retirement and the plan is being executed well. I trust him, his company, and plan to keep them on our financial team until the end. I'm grateful we discovered them!

I've been banking at El Dorado Savings bank for almost 40 years now. I've never had any problems.read more

Signed up for a savings and a checking account arount 03/2024 (in Carmichael, Ca). The only male…read morewho worked in this branch was very kind, and he helped me set the account up. He called me the day after I opened the account and left a message asking me to call him back. When I called back & left a message for him, he never returned my call. I had no idea why he called. I found out later that he called me because he had accidentally linked my pin number up to my beneficiaries(??) and so I would need to go into the bank to get a temp PIN and re-create my PIN. I forgot to mention that I thought it was strange that when the clerk was setting up my account that he was using a typewriter from the 70's or 80's. It took approximately 1 week to get my ATM card. In the meantime, I decided to enroll online for my new account. What is extremely alarming was that when I went online to enroll, I got a message stating that they would send me a text message as an added security step. Only the phone number that they had on file wasn't even my phone number!! I freaked out and didn't go further with enrolling!! It was late Friday, and the bank was closed for the weekend! So I had to wait over the weekend, completely stressed out because there was no phone number to call in case of fraud! (at least I couldn't find one). And set up my correct pin. After a long stressful weekend, I called the bank Monday morning, and after they did a few calling to other pla They told me that I would have to wait until after 12 noon. To try to log on again. Weird. I did what they said, and it gave me the same message only. It did have my phone number included in the text security step. It had my correct number and another number. That was completely different from the first number. And that other number was still on my account. Not good!! I've called a couple of times regarding phone numbers being on my account, and apparently, they're gonna take off those numbers! But I want to know how they got on there in the first place!!!! Banks should not have the power to put phone numbers on people's accounts like that! When I log on, I have no way of checking what address they have for me or my phone number, and I think that's alarming. Maybe because it's a new account , but i've never had this problem before in my fifty nine years of living and banking!!! After enrolling, I was finally able to get into my account. All this to say, I will be closing my account in the next three days period this is very fishy to me the way they run their bank.

Susan was an absolute joy to work with! I am a first time home buyer so I was very nervous and…read moreSusan reassured me during every step of the process! She was very helpful, knowledgeable, responsive, and I couldn't be more pleased that I chose her to work with! Susan was promptly and met me at anytime that fit my schedule which I very much appreciated! I am so grateful for her and will recommend her to all my friends and family!

Susan makes everything go so smooth. Could not ask for such a great experience with such a awesome…read morelady.