I have been a client of Karen Perlette for over 20 years. The service has been consistently great…read more Anytime I need anything, Karen and her staff make sure it's handled immediately. You definitely get what you pay for when you go through Karen Parlette's office.

I've been with Karen Perlette (statefarm) for about five years now, I've thankfully I've only…read moreneeded assistance twice, but both times I've had to call for help Karen and her team get the job done. From wildlife jumping in front of my car, down to the little things like checking insurance costs of cars I might want to get. Karen Perlette statefarm will go out of their way to assist you with anything you need.

Todd at Connect Home Loans was great to work with. When we were looking at a home, he pre-qualified…read moreus and clearly explained what we could afford and what our budget range looked like. That helped us think through everything with confidence. He answered all of my questions and my wife's questions without hesitation and really knows his stuff. He got back to us quickly every time and made the whole process feel simple. Very knowledgeable, very responsive, and just a genuinely nice guy. I would definitely recommend Todd if you're looking for a home loan.

Todd and his assistant Ashley were extremely helpful in assisting us in purchasing our first home…read more We had a ton of questions that they were always willing to answer.

I appreciate how knowledgeable Natali is and how well she explains things. She is patient and…read moreanswers our many questions. This makes me feel overall confident in our investment decisions. She listens and cares about what our specific retirement needs and goals are, and creates a personalized plan on how we can meet them.

Natali Sanchez has been our financial advisor for at least 10 years.We have been really happy with…read moreher help in making decisions on our current investments and our needs for our future and when we retire..Helena is her assistant she is also great to work with.I would definitely recommend her business.

Fantastic staff thats always there to help out whichever way possible. They're super professional…read moreand patient with all of my questions and requests. The manager Melissa is simply a phenomenal manager that's always hands on with the clients and staff and eager to assist at any time

I have been a client of this bank for 3 years now and I love going to this branch! The employees…read moreare like family and they always are so helpful with the transactions and never fail to make any suggestions for current offers Every employee at this branch goes out of their way to put the customer first with a smile. Recently they helped with opening up an account for my brother who moved from overseas and they were super helpful with the entire process The manager and the staff are nothing but a class act! Hands down, this is truly a wonderful bank and mainly because of the staff and exceptional customer service

Craig has handled my financial portfolio for over a decade (first at Morgan Stanley until he…read morestarted this Stifel office). I have been extremely pleased with his knowledge and professionalism as well as my returns. I have recommended him to several friends/family who now all use him as well and are equally impressed. I don't even live in CA anymore since I moved to Vegas but I continue to stay with him as I trust him

I met a couple of the financial advisors from this firm at our local Rotary Club. They are clients…read moreof ours and great people to work with. When the Morgan Stanley office closed, some of the investment advisors moved to Stifel. They are now in a beautifully remodeled Victorian house on Vine St. It's worth stopping by to see them just for the tour of the home. While you're there, you can ask for investing, retirement, estate and financial planning advice. Good people.

Matt at Edward Jones in Templeton takes the guess work out of investing. He really knows the market…read moreand makes sure you know the risks and the benefits of any programs he provides. Matt researched our portfolio for us, looked at a variety of programs and really made sure we are safe and still moving forward. Our 401k and family investments are safe with Matt!

The worse experience in processing my annual returns in 35+ years. First impression, Ray appeared…read moreto be professional and possessed the experience to provide a good service. After two years of not receiving returns, contrary to my prepared returns from State and Feds, I questioned Ray. He responded with statements which needed clarification and when asked became extremity difficult and evasive. He never did answer any clarification questions and immaturely closed business ties - which I actually appreciated....

We love Ray. He has helped us for over 15 years and we feel like he is part of our family. He…read morecontinued to grow our investments during the hard times and looked for every way to protect us as our CPA through financial ups and downs. He has given us the best advice when managing our 3 children's college funds as well. One graduated in 4 years and had a comfortable little nest egg to get her started off on her own, one is looking towards med school after her undergrad degree and is currently being advised by Ray on how to make the dollars stretch and we have one with a few years before he has to make college plans so the money will be there when he needs it. Meanwhile, Ray is helping us plan for our retirement so we can feel good about the time we are putting in now - and enjoy or freedom later. Grace, the office manager, is pleasant and helpful. She makes his office warm and inviting no matter how stressful tax time is! Ray has our trust and our backs...can you say that about your CPA and Financial Planner?

Just went in for a quick cash withdrawal and the person that helped me was nice and seemed to know…read morewhat she was doing. Sometimes you go to big companies and the employees seem to look at customers like they are just one more thing to deal with but that wasn't the case here so that is refreshing.

I love to collect ones with different number sequences. I got $200 in ones. When I went to turn in…read more$175 and get others was told there aren't any more. The excuse was that they are a small branch. She couldn't bother to get any from anyone else. So I deposited it and left. Very poor service. Not impressed.