Ok, this business in Roseville is operated by Valerie. 1: she will not help you if you have under…read more$60,000. It's not worth her time..unquote.. 2. Unless you can provide ALL your information BEFORE said visit she will not see you!! She (Val) attitude issues.. She will also cut you off from the phone because she has to attend to personal matters!! I WOULD NEVER recommend her to anyone. She's NOT WORTH MY TIME and my money to make a living off my interest!!

I have had the pleasure of working with Valerie Hoy for the past 3-4 years. She is top of the line!…read moreThe care and confidence I had when we did our initial consultation was very high. She is such a smart woman. Whether its budgeting, getting out of debt or what she's best at, investing- she is AMAZING. Worth the extra drive for me. It's hard to know who to trust when it comes to your financial future- she's 100%.

I'll tell you what we appreciate, we appreciate five star service and Amy Bonis and her team went…read moreabove and beyond every step of the way through the mortgage process. Her fees were appropriate. She gave us great advice. She had incredible connections with people we needed to speak with, and she and her team did everything perfectly. Her team was incredibly responsive when we reached out. Chris was phenomenal in helping us determine what worked best for us. When it comes to our future mortgage needs including refinancing, we know right where we're gonna go. We will be calling Amy Bonis and looking forward to working with her again.

Amy and her team made my mortgage process seamless. They were involved from the beginning and…read moreworked closely with me and my realtor to ensure everything was ahead of schedule. I was referred to Amy from a friend who has used her for years - I received the level of service that makes me feel confident I would return to them again.

I found Elite Tax & Financial on yelp to assist me with filing my taxes. Over the years, my…read morefinancials had become very complex and I needed assistance to ensure I was filing accurately. I called Elite to set up an appointment and I was scheduled with Cindy. My first meeting with Cindy was excellent. Not only did she thoroughly go through all of my documents, she also assisted me with finding tax deductions I wasn't aware of. I was so impressed with her professionalism and how genuinely nice she was. It took about 3 weeks for preparation but given the complexity of my taxes I was ok with the time. Cindy stayed in regular contact with status updates and even followed up quickly when there were items that needed clarification. I will definitely use Elite again and I hope to work with Cindy!!!

They are not taking new customers for taxes. They were not trying to help with maybe a…read morerecommendation. I sensed my presence made the lady uncomfortable. Grateful they didn't assist me so I can work with someone who wants to work with us and not settle for convenience just because they are down the street from our home. Don't take the review for face value please give them a try to experience their customer service yourself. Maybe they are the perfect fit for you. Disclaimer this is not saying this a bad company but it definitely was a bad experience with one person. The rest of her co workers can be incredible including her. Feedback don't be a respecter of persons and if you not taking customers which is really understandable in this industry to not be overwhelmed just have recommendations to be of assistance to those you can't help. This will leave a great impression on someone and may benefit your life business and perspective in general.

I work a 9-5 and my wife has an online business so our taxes are a little more complicated than a…read moretypical two income family. We have been trying to do our taxes on our own the last few years but finally listened to a friend's recommendation to go and visit with Nancy Dawkins. Needless to say it was an amazing investment. She gave us a few more areas that we could save money in the future also.

We had many changes this year so decided to get our taxes done here. Very fast service at a…read morereasonable price. They get super busy (as all CPA offices do during tax season) and there was a bit of confusion with my tax returns and the response times were a bit inconsistent, but ultimately everything was filed successfully.

Bob Stewart has been doing my taxes for many many years. He has always been there for me in the…read moregood times and in the not so good years. His staff is very good at explaining things and are help over the phone if I should run into a glitch in preparing for my review with Bob. He is the best ever!...thanks BOB!

Ansell is absolutely fantastic. He is truly one of the best advisors I have ever met with. He takes…read morethe time to learn about your current situation, your short term and long term goals, and then helps to formulate a plan that will help you achieve those. He uses technology to illustrate what he would like to implement. He truly care for each client and you can tell that during the meetings. If you are in the need for a financial advisor, I highly recommend reaching out to him.

From the owner: June-Neri Financial was founded with the goal of assisting our clients in every aspect of their…read morefinancial lives. We've provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to help provide financial independence.