Jim Lohmeier did a great job helping me create a plan for the future. Not only did he help me…read moreplan for the worst but he also helped me lay out a long term retirement plan... He cares about what I want and what's best for my family. He's great I recommend him to others that want great service and an agent that cares.

Working with Chris was a pleasure! He made buying our home as stress-free as possible. He handled…read moremost of the details, was very communicative, and walked us through the steps and processes that we were not familiar with. Buying a home is supposed to be one of the most stressful things you do in life, but Chris made it otherwise. We were confident he was going to take care of everything from beginning to end - and he did not disappoint. We would recommend him to anyone! When it comes time for us to refinance or buy another home, we wouldn't consider working with anyone else.

What sets Chris apart from the others in the industry is that he not only has complete command of…read morethe various products available for different clients, but he stays on top of the transaction at all times, keeping the client updated and informed at every step of the way. His communication skills and his communication ethics are excellent: In my loan process, I always knew exactly where we were and exactly where we were going, because Chris responded quickly to every single message I sent in order to keep me updated. He is knowledgeable, friendly, professional, informed, lightning-fast, and a savvy negotiator. His level of high quality service is a rare find, and you would do well to hire him.

I am one Vet well pleased with the services of this well managed company. They treat you with…read morepatience as you ask the many questions of your program and promptly follow up when they are unsure of any answers. They stay in touch throughout the year with a timely card or email to stay connected for revisiting moments where it may be optimal to take advantage of market conditions as I have this week with a second re-fi within a year that dropped my monthly payment down another @ $400 bucks. Seriously, this team of talented and committed folks have earned my trust and lifelong business. My only regret is they are not licensed to help people (and myself) in all of our United States for when it's time to move away from California...darn!

Laura and her team are quite phenomenal. Honest, efficient and knowledgeable. What more could you…read moreask for!!!

we have been getting our taxes done by Tom for over 18 years. He is up to date on anything that…read morechanges our taxes year to year and we appreciate that knowledge he keeps up with! We'd recommend him.

Tom is a thorough professional and I've been bringing my taxes to him for more than 25 years. Now…read moremy daughter is bringing her taxes to him as well.

Richard and Diane have proven to be a more than capable team, handling our needs is pretty…read moredifficult and they have been doing it for years now, making themselves available for emergencies, and even coming to us for meetings when we cant make it to them. I would recommend them to any business.

I have been dealing with Richard Stockman who I believe owns the company at first he seemed like a…read moregreat person to work with but when you call him he sounds rude he does not even answer the phone politely he just says yes! and when I was telling him I feel like when I would talk to him that I was a burden and all I was asking for was something showing proof of insurance he was sighing on the phone and so I told him he started to get mad and then hung up on me!!? really! I have witness knowing I was not yelling and was calm and they heard how bad his attitude was they couldn't believe that this person is treating his customers this way especially only for proof of insurance to be emailed! Then I called him back and I said did you really hang up on me he stated that he will do what he can and for me to find a different company as soon as possible and hung up on me again! not a way to handle business!!! So if you want help from a company that will stand by your side this is not the company to go with!

We have been using Earline La Buy CPA for several years now. She is very efficient and really is up…read moreon everything that needs to be done. I recently closed a business and her help was invaluable. We are continuing to use her for our personal returns and have every confidence in her advice. She has been referred to me by many business friends and I trust her judgement.

Procrastinates, provides misleading information, does not communicate well. Promises to complete…read moretasks by a certain date, but does not do that. No communication why tasks are not completed in a timely manner.

She was very transparent through the whole process! super nice and helpful. Excellent service! will…read moredefinitely be back. Thank you!

AMAZING - my go to place. I have been a client with Mia for…read moremany years now and I am pleased with her work. This place is great - very knowledgeable, reliable, responsive and Spanish/English speaking. All I have to say is fast process - max return and very friendly and have never had any issues 10/10.

Okay so let me start with the fact that I am not the type of person to leave a review but Nyssa…read moreOrcutt is a legend! Not only did she work with me after hours but she was an absolute doll! For me, customer service is everything! I reached out to Lemonade and Homesite prior to reaching a LIVE person with State Farm! I didn't ask if she was wearing a red polo shirt and khakis, but whatever she was wearing made her extremely productive! It was not only a stressful time getting the little details taken care of the day before my move but she made the transition absolutely fluid. She is a STAR in my book and I'll be referring her as much as possible!

Thank you Nyssa, for the best insurance experience I have ever had. I have peace of mind knowing…read moremy boat is safe on and off the trailer.