Outstanding team service, Josh helped me protect my family. Excellent communication throughout and…read morevery trustworthy.

Update to my review from a year ago, Josh and his whole team are so wonderful to work with! They…read morecontinue to surprise me with their level of detail and care for my financial goals and needs. Super patient with me as I make decisions as well. Thanks team!

I've got Great advice from Lesa! Sounds like a true professional. Thank you very very much :)read more

When it comes to your investments and future, Lesa Johnson is one of the most professional and…read moreknowledgable people in Sacramento. Her vast experience combined with the power and stability of a company like Edward Jones make her an easy choose for your portfolio needs. She always communicates clearly and promptly, and she is one of the kindest people you could encounter. Lesa cares deeply about the success of her clients. I highly recommend Lesa and Edward Jones for your investment needs!

Excellent advice, excellent customer service. Ed and Keith had our best interests in mind when…read morethey advised us. As newly retired, we feel confident about our decision to join the Springer Financial group.

From the owner: Our proprietary process builds successful retirement and tax-advantaged portfolios. We can help you…read moremanage risk. Our approach to Wealth Management is very unique. We combine first rate investment management and advice with a very personal, holistic approach. My 30 years in the industry has afforded me the experience and expertise to provide solutions for the most complex financial and life situations. Our wealth management process specializes in investment planning, risk management, retirement and estate planning, typically for people in transition whether it be retirement, inheritance or exiting a business. Our concentration on achieving optimum returns that are just right for you with the least risk possible, allows you to live your life's dream with peace of mind.

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

I read the other reviews of Gilbert and Associates, and I concur. Basically, they are now focusing…read moreon larger clients. Their minimum for individual tax prep is $2,500. They are OK. Overpriced. Over billing also. You can do better.

The day before Xmas they send out a letter stating they can no longer support certain clients -…read morewhatever that means. After literally paying 1000s over several years they give a 1 week notice to find a new CPA no explanations or anything.

These guys are awesome. Everyone in the team was fantastic and we had so much fun. Marsha is the…read morebest !

From the owner: Vantage Capital specializes in strategic wealth management for high-level executives and…read moretop-performing sales professionals. We understand the unique challenges that come with performance-based compensation, stock options, and high-income careers. Our team helps you maximize your earnings, manage equity compensation, and plan for long-term financial freedom with confidence and clarity. Whether you're navigating a complex comp package or preparing for retirement, we provide personalized strategies to help you grow, protect, and transition your wealth - so can stay focused on what you do best.

We had the pleasure of working with Jose and the Parm Atwal team back in 2021 to buy or home and we…read morewere so impressed that when we decided to sell our home we knew who to call. From start to finish Jose went above and beyond. I was amazed by the effort they put into getting us on the market and it really paid off. We were live for one week before going into contract. The entire team made the process seamless, kept us informed every step of the way and immediately handled any issue that came up. If you are looking for a real estate team who is knowledgeable, professional, and genuinely cares about their clients then Jose and the Parm team are the ones to call. We are so grateful for all the hard work and dedication!

We had a home that had been on the market for a long time and needed a new realtor to jumpstart the…read moresale. After interviewing several agents, we chose the Parm Atwal Real Estate Group and couldn't be happier. Parm was straightforward, professional, and no-nonsense, yet easy-going and approachable. She provided a clear plan from the start, and her team kept us informed every step of the way.Helen kept us looped in from start to finish. We received an offer very quickly after listing and successfully closed by the beginning of the year. If you have any real estate needs, I highly recommend the Parm Atwal Real Estate Group.