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!

Liz was great. She was very thorough and knowledgeable…read more Really got to know my specific situation and needs. She came up with a really great long term strategy for me. Made me feel very reassured and confident. I would definitely recommend her.

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.

Just got off the phone with some guy at Schwab in Texas. Refused to answer a simple question and…read morehung up on me. Will be looking somewhere else to invest

Trying to make money with investments is the purpose of investing. However.... not here, anyway!!!…read moreGavin was very uneasy trying to say that I'm too poor for his minimum financial threshold. He never even asked me what my financial investment intent was (I guess because I used the term "a little here/a little there and I'm looking to consolidate); but, he made it clear that he only works with investors with $250,000 or more. Then, do your job Gavin! If your client does not have that, help them achieve that goal. How insulting and rude to dismiss without even knowing any financial facts. If a client is below "your means", DO NOT deflect them onto another employee without meeting them first. Getting them in the door is half the battle...then, at that time, it can be discussed what's most beneficial for the client. How does he know what one has or doesn't have without meeting first? He was very quick to say, "I'll have Abe/Abraham (?) contact you" NOPE! Do not pass my info onto another. This is an awful way to conduct business. Oh, and for the investor friends that I know that are with Charles Schwab....I will send this review to them directly. Yet, they promote otherwise....see photo!!!

Safeco/liberty mutual. Do not honor your policy…read more agents are rude and make up excuses to deny your claim. delayed water mitigation on my home for 6 weeks since atmospheric river of 2/9/24. More rain coming. Get a new policy quickly.

I was looking to buy some life insurance, transfer my IRA, get a 401k for my company and pretty…read moremuch start planning my retirement for the future. Basically all that stuff you're supposed to do when you're ready to become an adult. Am I truly ready to become an adult? I don't know but like they say it's always better to start earlier then later. After talking with some colleagues and friends to find out who they used as their financial planner, Garrett Vanneman came up a few times so I thought I'd give them a call. I'm really happy with my decision of choosing a smaller firm instead of one of the larger companies. I work directly with Garrett, who grew up in Roseville. He's also a Certified Financial Planner, which I've read takes passing a very difficult test to get the certification. He took the time to listen to my goals and checked out my financial situation and was able to help me set up the correct life insurance policies and an IRA. One thing I really liked was Garrett was able to find me a less expensive insurance through my professional work organization then he was able to find on his own. And instead of pressuring me to buy one of his insurances, he told me the other would be a better deal. So I really appreciate his honesty and that he is looking out for me. Other things I really like about their office is they are really easy to get a hold of and they always call me back or email me right away whenever I have any questions. The front office staff of Nicole and Linda are very friendly and always eager to help. Overall, if you're looking for a financial planning service or a company to help with your 401k, I would recommend Vanneman Financial Group for honest advice and great customer service.

100% recommend this firm! Very responsive, thorough, and fast. Their fees are also very reasonable,…read moreand most importantly, transparent. I really couldn't ask for more. Great experience all the way around!

Finally, a CPA who partners with you to understand your taxable income, write- offs and how to…read moremake smart financial decisions as a small business owner. Before I met John Worden a few years ago, each year it felt like our tax return was a shot in the dark. We never really knew if we would owe money or get a return. John explained to me how the IRS looks at our income and each aspect of our income and gave me the information I needed to make the proper income deductions so we have no "surprises" when we have our taxes done each year. Everyone at the office is also friendly and professional. I highly recommend!

I seriously doubt you can find anyone better to do your taxes than Peter Gaylord no matter how…read morecomplicated they are. Peter is extremely knowledgeable and professional. He always answered his phone and responded to all emails quickly and in a polite, calm and helpful way. I asked endless questions and he answered them all. He guided me in what he needed so I never worried I was leaving something out. And finally, he was able to file my taxes the first day the IRS accepted them.

Excellent work. Incredibly detailed, professional, super responsive. Really great process…read more We had a very complex tax situation (stocks, K1s, international concerns, etc), and Peter patiently and extremely thoroughly explained how we would handle it, and what was needed. I can't say enough good things about Peter!

Ryan Shull of Golden State Tax and Business Service provided invaluable assistance to me. He…read morecompleted the estate tax returns for me when I was settling my son's estate. He was knowledgeable, kind, efficient and prompt. Also reasonably priced. He took time to understand my situation and was very supportive. Highly recommended.

From the owner: We offer a broad range of services for business owners and independent professionals.read more

First time using FC360 this year for our tax preparation for both our individual and business. We…read morehave been very happy with them. Both Shane and Albina have been great to work with and are very responsive and friendly. Everything has been accurate and thorough. Our taxes were completed quickly and in a timely manner. Definitely looking forward to continuing to work with them going forward.

I highly recommend FC360 tax services to anyone looking. I was a lost and unsure about many things…read moreand Shane made everything so easy and always answers all my questions. The entire staff is always very friendly and helpful

Communication was virtually nonexistent. After the initial conversation with Charles, we never…read morespoke to another human being until I picked up our returns from the receptionist -- and this involved a business, a trust, and four separate tax returns. Not once did anyone contact us with questions, explanations, or comments throughout the process. The end result was that we paid more in taxes this year than we have in the previous 35 years combined. If you prefer no communication and want to feel like just another file number, this may be the firm for you. However, if you expect responsiveness, guidance, or even basic interaction, I would strongly recommend looking elsewhere. Keep in mind that any conversation with a staff member will cost you $350 per hour, even for something as simple as correcting a misspelled name , with billing applied accordingly. Learn from my mistake: interview several tax professionals before choosing Carothers and Associates.

I have consulted with Carothers and Associates for my taxes and accounting questions for many…read moreyears. I have consistently received knowledgeable, helpful and insightful advice. Charlie Carothers and the staff are always kind, patience and knowledgeable. Highly recommend them.

Vertically impossible to reach any type of representative, but they're hella quick to charge you…read morefor not submitting an insurance declaration. Still waiting for my vehicles registration paperwork... should not take months to get that straightened out.

And the fun keeps on coming...a transfer to one of my other cards was "randomly" stopped by SSCU…read moreand now I am dealing with trying to keep my car insurance payment from bouncing. Again, this bank just leaves me breathless with its creation of never-ending problems. All I get is "I hope your day gets better." Really? Are you going to pay for the fees and lack-of-funds charges? Of course not! Why would you when you can Courtesy Fee me to death? I mean, what's $25 dollars to this institution? Years of no problems and now the last three years have been the absolute worst. DO NOT BANK HERE.