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.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

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 just opened our first Twisted Mac in Carmichael with the Ethan Conrad Group, and the experience…read morehas been outstanding from start to finish. From the lease negotiations to working with the general contractor Curtis and our project manager Brandon Sou everything was handled professionally and efficiently. A special thank you to our leasing broker, Austin Barron, who made the entire process smooth and stress-free. Heck he even brought his family in right after we opened to support us. We are just more than tenants but a partnership!! As a new company, signing our first commercial lease felt like a big step and we were nervous, but the Ethan Conrad Group guided us through every stage, making the process easy to understand and painless. We truly appreciate their expertise and support and look forward to working with them again with our second restaurant in NorCal. Highly recommend them.

My commercial property realtor suggested Ethan Conrad Properties. He is very familiar with all the…read moreproperty companies in the Sacramento area. He said ECP really takes care of their properties. From what I seen around the city I would have to agree. Lease negotiations went well. Austin Barron is the real estate broker representing Ethan Conrad. My attorney, realtor and I were very satisfied with his response times and his willingness to be flexible as we navigated the terms of the lease agreement. TI improvements done by the EC construction team were professionally completed and on schedule. They even sent me weekly progress updates with photos. The property manager Catherine is very pleasant and she also gets back to me within a reasonable time frame. I receive frequent property updates via email from Catherine and her team. Much appreciated. To date, I have no issues with Ethan Conrad Properties and I will likely work with them on my next project. They have been professional, courteous and attentive. All of these things are very important to me. I feel like I have a partner in ECP as I begin my business journey.