Panoramic Financial Advice has been a true blessing . My husband and I who work in the healthcare…read moreindustry found ourselves lost in the finance world, which to many may be a daunting experience unless it's within one's expertise. Working with Devin our financial advisor and team was the best decision we could have made for ourselves. Through our meetings and the knowledge that we've gained, we feel so much more comfortable in knowing that we are working towards our financial goals and are on the right path. Devin and Panoramic Financial Advice offer us a safe space to really put a mirror in front of our current status and be able to work forward from there without any judgement. Devin is able to provide us a thorough review and truly helps us feel like we're a team working towards our financial goals under his coaching/guidance. We never feel pressured during our discussions and personable approach just puts us at ease. We were able to learn how to maximize accounts, investments and really make our hard earned money work for us. Panoramic Financial Advice is clearly a group of people who are passionate about what they do. They provide supplemental reads/discuss our future goals/asks us to take assessments to really help them and help us be informed about what we want and what we're working towards. Im delighted to share they have excellent communication, organization, patience and security with our information. They foster a collaborative approach and truly does follow up on both tasks given and requested. Lastly, in our biannual reviews, we were able to see our great progress consistently in the past few years. Devin, helps keeps us accountable with our discussions and most importantly celebrates and shares in excitement our wins together which adds a nice personal touch to our financial journey. It's been amazing so far and I would highly recommend to others! Thank you guys. Real game changer!

It's definitely nice to know there's someone I can trust for financial guidance. They're good,…read moregenuine people and provide quality service. We've been with them for maybe 8 years now and appreciate all their help.

Bill and his team are brilliant. , knowledgeable, professional, personable, and easy to work with…read more Hubby and I trust Bill and team 100% with our personal and business tax work as well as financial management. He and his team are quick to respond, they do stellar work, and they work with the highest of integrity. Outstanding work ethic. Responsive and available. Knowledgeable, professional, personable, thorough, and easy to work with. We've never been disappointed. Can't ever see trusting anyone else with our finances. Thank you, Bill, Michelle, Marsha, and all other team members. Roeser Accountancy is second to none. I especially appreciate that Bill's firm is privately owned and operated. I'm not fond of Fresno firms selling out to large, impersonal corporations that pretty much ensure the demise of quality of service.

I have used Roeser Accountancy Corporation for close to 30 years. It is comforting to know…read morewhatever my tax outcome may be I feel Bill and his staff genuinely have my best interest. I have never had any issues with the firm. They have always gone above and beyond my expectations. This year I had several hiccups between the IRS and my 401(k) firm. Ray with Roeser Accountancy worked very diligently and with extreme speed and precision to remedy the issues.

They are so great! Went through tons of other insurance brokers and they were by far the most…read moreknowledagble and had the best customer service. Highly recommend!

Sheila and her staff have always shown a willingness and desire to help, not only in getting great…read morerates and explaining insurance needs, but in the community and on a personal level. I highly recommend this agency!

This place is the best ! ! ! I feel I owe them a lengthy review, so I will write one as soon as I…read moreget my hands on some extra time . . .

From the owner: California Funding and Investments can help you achieve your goals. To set up the right Fresno, CA…read moreMortgage plan for you, get in touch with us -- we're happy to help.

Jc Cortez is worthless. Scammer. Will not close an account after 6 weeks of phone calls. This…read morecompany allows poor service cause my money is in a high fee, high commision account and its good for the company. Avoid Edward Jones unles you want to donate your money to them.

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.

The Planning Center is the best place to take your hard earned money and invest for your future…read more John and his staff are some of the best in the business. From the moment you walk in the staff make you feel like they have know you all of your life. They never try to talk above your head with big financial terms and jargon, they really walk you through the process in a way you can understand. You don't have to have thousands of dollars to invest John treats everyone the same. They offer many financial services to help you in short, long term, and everyday investing. You will find that you should have never been nervous about investing and wish you would have found The Planning Center years ago. If there was one company I would recommend above any other this is it. You can thank me later after you meet with John and begin investing.

We could not improve this company because they do not care about how renters leave your home, they…read morerent to whoever, and they let out renters live rent free for 6 months. We had to spend 10,000 dollars on repairs and the police were called every week because of these renters disturbing our neighborhood. Don't go with Clovis Property Management....

DO NOT GO TO CLOVIS PROPERTY MANAGEMENT!! We have let them take care of our house when it was…read moregetting rented and they let the people living there trash our house and live rent free for 6 months! Our house brand new and the clients left like we were living there for 20 years! Clovis Property Management is horrible. Do not let them take care of your house.

Terrible, terrible service! Avoid at all costs!…read more I went into the local office last year to ask for help moving some money around because I wanted to make sure I was doing things correctly when it came time for taxes. I was advised to do things a certain way and when I asked, "Wait, won't that cause me to incur a penalty?" they said "Oh, great question! no, you'll be fine" Well, now it's tax time, and guess who's facing penalties? Yep, me! I've tried calling the office and my concerns were shrugged off, "Well, I guess you'll just have to pay it then..." ARGH. Fortunately for me, my tax moves were small ones so this is a *cheap* lesson to learn, but the fact that they got such a simple tax question so completely wrong is just unbelievable. I called corporate, which did what it could to make things right, but once these tax moves are made, there's nothing you can do to "undo" them. I've called the Fresno office several times to try to speak with the branch's upper management, but they won't return my calls. Be extremely careful when working with this office! Their advice is careless, and when a mistake happens, you're on your own. I'll be taking my money elsewhere. This is too important for mistakes and misinformation like this.

Warning for you : Imagine not having access to your account , draw money out , lose ability to buy…read moreor sell stocks while they hold your money , not know why it's happening , no client phone number for verification team and going in person to the bank with drivers license does absolutely nothing to verify your identity ....they still hold your money. I get the need for security but the way it's handled and the time involved is ridiculous. Very hard to reach branch but WORSE ...I would never stick money in here again if there was a chance I'd need it or want to to have access to know or see my balances on my stocks, checking account, or ability to buy and sell as the market changes. ! Even going in the branch does nothing. I get no information and apparently it could take a week or more for any answers ...while all this time I have zero access to any of my accounts or info on them or even why it happened. I've lost confidence in CS and you need to be warned !!

Our experience with Sasha (and Dominique) selling my dad's house was excellent. She was so…read moreresponsive and helpful, listening to all the needs of my elderly father, even as they evolved. She personally arranged for an inspector, a surveyor and a painter, and was very attentive, working with me every step of the way. Sasha and Dominique even brought art, plants, pillows etc and placed them all over the house for pictures and all the showings, it made such a difference. I can't recommend Lineage highly enough!

Our first experience with Sasha was three years ago, when we were relocating from the Bay Area to…read morethe Clovis and looking to buy a house. We had limited availability to view potential places so she worked with us to maximize our viewing experience and even offered to view houses on her own and report back to us. Her flexibility and responsiveness turned a potentially very stressful process into an easy (and even fun) one. Since completing the purchase of that home, she has helped us purchase a home for a special needs relative and an investment property. She knows how to navigate a volatile market and her recommendations on putting together a bid that will actually win are spot on. Couldn't rave more about her prowess as a real estate agent. Highly recommend.