We have worked with Gary for years now! He's so knowledgeable and honest. He takes care of the…read morewhole family now.

Gary has been a phenomenal advisor and is an absolute pleasure to work with. He and his team are…read moreprofessional, timely, communicative, and knowledgable in all regards. Gary is easy going and not pushy on any topic, which brings a sense of calm to any investment strategy or discussion. Gary is calculated and experienced with his tools of strategy and execution. I enjoy working with him and will continue to refer him to business partners, friends, and family. Thank you Gary.

Janet and her office assistant, Cameo, continually give my wife and I the best financial guidance…read moreand aid in filling taxes that I have ever experienced! I trust them implicitly!

From the owner: Certified Financial Planner & Enrolled Agent with over 30 Years Experience. Securities Through…read moreCrown Capital Securities, L.P. - Member FINRA/SIPC

We have known Torrey for many years and it was natural to turn to him when we received an…read moreinheritance a couple of years ago. We knew, from friends and colleagues, that Torrey was a consummate professional. Now that we are working with him first hand, we feel so comfortable with the way he explains the various options available to us to meet our goals, both short- and long-term. And we are really impressed with how well he manages our investments. I mean, there is a definite "WOW" factor here. We also enjoy working with Tina in his office; she is friendly and has been very helpful on the administrative side. This is a team you definitely want working with you on your investments!!!

We have been with Torrey for years now. We trust in him and Edward Jones to keep our future secure…read more We get updates and information on what is new and opportunities to explore if we wish. Thanks Torrey for the great service hoping for many more.

I can't say enough about this Company and all the great people who work there. Matt has been…read morehandling our investments for over a year. We are amazed at the growth we have seen like never before. They keep in contact with us, have a plan and are very professional. Everyone should have their money with Baird - Trust the Highest Power!

I am so impressed with all the advisors and the staff at Meyers Investment Group and how much they…read moredo for our local community. They take the time to really get to know you and find the best possible solutions to your needs.

From the owner: Ken Meyers, Matt Enright, Rick Hansen, Preston Daniells & Gunnar Meyers work as a team, combining…read moretheir talents and years of experience to help investors build more secure financial futures. Their clients are successful individuals, families, businesses and organizations who value straight talk, great service, and active management of their investments.

I am so impressed with the owner, Rob, who takes the time to listen and offer excellent investment…read moreadvice.

Rob and his staff are very professional with their service and advice. They have handled our…read moreaccounts for over 10 years.

Pam and her team were professional, punctual, and polite…read more She helped me get my financial situation on track and things are looking great. I cannot thank her and her team enough. I highly recommend Golden wealth Capital!

My experience has been absolutely incredible working with Pam. She answers all of my questions and…read moreis always available to help. It is rare to find an advisor that truly cares about her clients the way she does.

Katja had been doing my taxes for several years but ghosted me this past tax season. After…read moreuploading my documents on 3/23/26, she still has not responded to a single one of my communications whether by her secure website, emails, and voicemails. If you're not able to do my taxes, allow me the courtesy of telling me so I can find services elsewhere within a reasonable amount of time. If you want to miss your tax deadline, then this accountant is for you.

Katja has been doing my taxes for decades. She is super professional and personable. She has saved…read moreme a lot of money through the years.

I have used Stifel for over 15 years and their management of my finances that includes investments,…read morechecking and ATM have been great through the ups and downs of the market. My financial manager is Tim White. This office also donates to the Charity for Injured Veterans Golf Tournament held annually and Lake Wildwood. Thanks for supporting "OUR" Injured Vets!!!!

Tim White of Stifel - Grass Valley is a shining star - I have and will continues to trust him with…read more my money.

My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Had her as a guest speaker. Learned a lot! She was engaging and very informative! Definitely…read morerecommend.